Diversify Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Diversify Wealth 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	$6.56M	Buy	190,005 +24,600	+15%	+$871K	0.1%	189
2026 Q2	$5.78M	Sell	165,405 -8,539	-5%	-$294K	0.1%	201
2026 Q1	$5.8M	Buy	173,944 +29,349	+20%	+$934K	0.1%	191
2025 Q4	$4.59M	Sell	144,595 -914	-0.6%	-$27.2K	0.21%	126
2025 Q3	$4.29M	Sell	145,509 -1,666	-1%	-$48.5K	0.25%	117
2025 Q2	$4.24M	Sell	147,175 -5,563	-4%	-$147K	0.26%	116
2025 Q1	$3.92M	Sell	152,738 -389	-0.3%	-$10.8K	0.29%	100
2024 Q4	$4.23M	Sell	153,127 -824	-0.5%	-$23.5K	0.33%	76
2024 Q3	$4.26M	Buy	+153,951	New	+$4.09M	0.41%	61

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

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

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Diversify Wealth Management's SCHM Position: Q3 2026 in Review

Diversify Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 15% in Q3 2026, buying an estimated $871K and bringing the position to 190,005 shares worth $6.56M. The position accounts for 0.1% of the portfolio, ranked #189.

Diversify Wealth Management first reported a position in SCHM in Q3 2024 and has held it in 9 quarters since. 379 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Diversify Wealth Management held 190,005 shares of Schwab US Mid-Cap ETF worth $6.56M as of Q3 2026.
Diversify Wealth Management bought 24,600 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $871K.
Schwab US Mid-Cap ETF made up 0.1% of Diversify Wealth Management's portfolio in Q3 2026, its #189 holding.
Diversify Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 9 quarters since.
379 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.