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

Eaton Financial Holdings’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 		$570K Buy
15,471
+3,837
+33% +$132K 0.16% 88
2026
Q1 		$360K Sell
11,634
-3,815
-25% -$121K 0.12% 103
2025
Q4 		$465K Buy
15,449
+3,026
+24% +$90.2K 0.12% 103
2025
Q3 		$368K Buy
+12,423
New +$362K 0.1% 106

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Eaton Financial Holdings's SCHM Position: Q2 2026 in Review

Eaton Financial Holdings increased its Schwab US Mid-Cap ETF (SCHM) stake by 33% in Q2 2026, buying an estimated $132K and bringing the position to 15,471 shares worth $570K. The position accounts for 0.16% of the portfolio, ranked #88.

Eaton Financial Holdings first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Eaton Financial Holdings held 15,471 shares of Schwab US Mid-Cap ETF worth $570K as of Q2 2026.
  • Eaton Financial Holdings bought 3,837 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $132K.
  • Schwab US Mid-Cap ETF made up 0.16% of Eaton Financial Holdings's portfolio in Q2 2026, its #88 holding.
  • Eaton Financial Holdings first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.