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

Essential 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	$535K	Buy	15,727 +44	+0.3%	+$1.56K	0.24%	67
2026 Q2	$578K	Buy	15,683 +35	+0.2%	+$1.2K	0.27%	66
2026 Q1	$484K	Buy	15,648 +29	+0.2%	+$923	0.16%	151
2025 Q4	$470K	Sell	15,619 -2,145	-12%	-$63.9K	0.14%	194
2025 Q3	$527K	Sell	17,764 -2,957	-14%	-$86.1K	0.17%	168
2025 Q2	$581K	Buy	+20,721	New	+$547K	0.23%	132

Other funds holding SCHM

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 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

FPN

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Essential Partners's SCHM Position: Q3 2026 in Review

Essential Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.28% in Q3 2026, buying an estimated $1.56K and bringing the position to 15,727 shares worth $535K. The position accounts for 0.24% of the portfolio, ranked #67.

Essential Partners first reported a position in SCHM in Q2 2025 and has held it in 6 quarters since. The position peaked at $581K in Q2 2025. 217 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Essential Partners held 15,727 shares of Schwab US Mid-Cap ETF worth $535K as of Q3 2026.
Essential Partners bought 44 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $1.56K.
Schwab US Mid-Cap ETF made up 0.24% of Essential Partners's portfolio in Q3 2026, its #67 holding.
Essential Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Schwab US Mid-Cap ETF position peaked at $581K in Q2 2025.
217 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.