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Dorato Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Dorato Capital 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
Q2 		$2.66M Buy
74,355
+996
+1% +$34.3K 1.81% 12
2026
Q1 		$2.38M Sell
73,359
-821
-1% -$26.1K 1.76% 12
2025
Q4 		$2.36M Buy
+74,180
New +$2.21M 1.77% 10

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

Dorato Capital Management's SCHM Position: Q2 2026 in Review

Dorato Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q2 2026, buying an estimated $34.3K and bringing the position to 74,355 shares worth $2.66M. The position accounts for 1.81% of the portfolio, ranked #12.

Dorato Capital Management first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 708 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Dorato Capital Management held 74,355 shares of Schwab US Mid-Cap ETF worth $2.66M as of Q2 2026.
  • Dorato Capital Management bought 996 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $34.3K.
  • Schwab US Mid-Cap ETF made up 1.81% of Dorato Capital Management's portfolio in Q2 2026, its #12 holding.
  • Dorato Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.