Elevation Wealth Partners
SCHM icon

Elevation Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Elevation Wealth Partners’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 		$1.13M Buy
33,194
+288
+0.9% +$10.2K 0.32% 47
2026
Q2 		$1.21M Sell
32,906
-724
-2% -$24.9K 0.36% 46
2026
Q1 		$1.04M Buy
33,630
+18
+0.1% +$573 0.37% 44
2025
Q4 		$1.01M Sell
33,612
-2,469
-7% -$73.6K 0.36% 44
2025
Q3 		$1.07M Buy
36,081
+30
+0.1% +$873 0.39% 46
2025
Q2 		$1.01M Buy
36,051
+13
+0% +$343 0.4% 44
2025
Q1 		$944K Sell
36,038
-5,897
-14% -$164K 0.41% 44
2024
Q4 		$1.16M Sell
41,935
-20,033
-32% -$571K 0.49% 39
2024
Q3 		$1.72M Buy
61,968
+3,192
+5% +$84.9K 0.74% 29
2024
Q2 		$1.52M Sell
58,776
-2,508
-4% -$65.6K 0.72% 31
2024
Q1 		$1.66M Sell
61,284
-5,613
-8% -$143K 0.83% 25
2023
Q4 		$1.51M Buy
66,897
+56,679
+555% +$1.3M 0.91% 24
2023
Q3 		$231K Sell
10,218
-117
-1% -$2.77K 0.2% 49
2023
Q2 		$245K Buy
10,335
+9
+0.1% +$203 0.21% 49
2023
Q1 		$234K Buy
+10,326
New +$238K 0.21% 56

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Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Elevation Wealth Partners's SCHM Position: Q3 2026 in Review

Elevation Wealth Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.88% in Q3 2026, buying an estimated $10.2K and bringing the position to 33,194 shares worth $1.13M. The position accounts for 0.32% of the portfolio, ranked #47.

Elevation Wealth Partners first reported a position in SCHM in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.72M in Q3 2024. 445 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Elevation Wealth Partners held 33,194 shares of Schwab US Mid-Cap ETF worth $1.13M as of Q3 2026.
  • Elevation Wealth Partners bought 288 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $10.2K.
  • Schwab US Mid-Cap ETF made up 0.32% of Elevation Wealth Partners's portfolio in Q3 2026, its #47 holding.
  • Elevation Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Schwab US Mid-Cap ETF position peaked at $1.72M in Q3 2024.
  • 445 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.