DecisionPoint Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

DecisionPoint Financial’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$49.2K	Buy	1,436 +6	+0.4%	+$212	0.01%	134
2026 Q2	$52K	Buy	1,430 +4	+0.3%	+$138	0.01%	102
2026 Q1	$44.2K	Buy	1,426 +3	+0.2%	+$96	0.01%	96
2025 Q4	$42.8K	Buy	1,423 +7	+0.5%	+$209	0.01%	98
2025 Q3	$42.2K	Buy	1,416 +6	+0.4%	+$175	0.01%	85
2025 Q2	$39.9K	Sell	1,410 -6,024	-81%	-$159K	0.01%	93
2025 Q1	$195K	Buy	7,434 +22	+0.3%	+$613	0.06%	40
2024 Q4	$205K	Buy	7,412 +29	+0.4%	+$826	0.06%	39
2024 Q3	$204K	Buy	7,383 +30	+0.4%	+$798	0.06%	39
2024 Q2	$199K	Buy	7,353 +24	+0.3%	+$628	0.07%	39
2024 Q1	$189K	Buy	7,329 +24	+0.3%	+$612	0.08%	35
2023 Q4	$183K	Buy	+7,305	New	+$167K	0.08%	33

Other funds holding SCHM

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

DecisionPoint Financial's SCHM Position: Q3 2026 in Review

DecisionPoint Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.42% in Q3 2026, buying an estimated $212 and bringing the position to 1,436 shares worth $49.2K. The position accounts for 0.01% of the portfolio, ranked #134.

DecisionPoint Financial first reported a position in SCHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $205K in Q4 2024. 451 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

DecisionPoint Financial held 1,436 shares of Schwab US Mid-Cap ETF worth $49.2K as of Q3 2026.
DecisionPoint Financial bought 6 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $212.
Schwab US Mid-Cap ETF made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #134 holding.
DecisionPoint Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
DecisionPoint Financial's Schwab US Mid-Cap ETF position peaked at $205K in Q4 2024.
451 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.