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Dickmeyer Boyce Financial Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Dickmeyer Boyce Financial Management’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 		$329K Sell
9,662
-573
-6% -$20.3K 0.17% 107
2026
Q2 		$377K Sell
10,235
-509
-5% -$17.5K 0.2% 102
2026
Q1 		$333K Buy
+10,744
New +$342K 0.2% 98

Other funds holding SCHM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Dickmeyer Boyce Financial Management's SCHM Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.6% in Q3 2026, selling an estimated $20.3K and leaving 9,662 shares worth $329K. The position accounts for 0.17% of the portfolio, ranked #107.

Dickmeyer Boyce Financial Management first reported a position in SCHM in Q1 2026 and has held it in 3 quarters since. The position peaked at $377K in Q2 2026. 50 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 9,662 shares of Schwab US Mid-Cap ETF worth $329K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 573 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $20.3K.
  • Schwab US Mid-Cap ETF made up 0.17% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #107 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Schwab US Mid-Cap ETF position peaked at $377K in Q2 2026.
  • 50 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.