ETF Store
SCHM icon

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

ETF Store’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 		$1.85M Buy
54,494
+192
+0.4% +$6.8K 1.53% 20
2026
Q2 		$2M Sell
54,302
-1,815
-3% -$62.5K 1.67% 19
2026
Q1 		$1.74M Buy
56,117
+2,765
+5% +$88K 1.69% 19
2025
Q4 		$1.6M Buy
53,352
+154
+0.3% +$4.59K 1.64% 17
2025
Q3 		$1.58M Buy
53,198
+2,480
+5% +$72.2K 1.67% 17
2025
Q2 		$1.42M Buy
50,718
+2,820
+6% +$74.4K 1.65% 17
2025
Q1 		$1.25M Buy
47,898
+336
+0.7% +$9.36K 1.54% 18
2024
Q4 		$1.32M Buy
47,562
+4,566
+11% +$130K 1.63% 17
2024
Q3 		$1.19M Sell
42,996
-7,125
-14% -$189K 1.23% 19
2024
Q2 		$1.3M Sell
50,121
-21,828
-30% -$571K 1.34% 19
2024
Q1 		$1.95M Sell
71,949
-2,472
-3% -$63.1K 1.11% 18
2023
Q4 		$1.87M Buy
74,421
+5,064
+7% +$116K 1.21% 17
2023
Q3 		$1.54M Buy
69,357
+3,519
+5% +$83.4K 1.1% 17
2023
Q2 		$1.61M Buy
65,838
+3,084
+5% +$69.5K 1.13% 18
2023
Q1 		$1.39M Sell
62,754
-1,026
-2% -$23.6K 1.06% 18
2022
Q4 		$1.52M Buy
63,780
+11,304
+22% +$248K 1.17% 18
2022
Q3 		$1.06M Sell
52,476
-21
-0% -$469 0.92% 20
2022
Q2 		$1.12M Buy
52,497
+1,581
+3% +$36.5K 0.91% 20
2022
Q1 		$1.2M Sell
50,916
-924
-2% -$23.2K 0.95% 20
2021
Q4 		$1.32M Buy
+51,840
New +$1.38M 0.99% 21

Other funds holding SCHM

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
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

ETF Store's SCHM Position: Q3 2026 in Review

ETF Store increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.35% in Q3 2026, buying an estimated $6.8K and bringing the position to 54,494 shares worth $1.85M. The position accounts for 1.53% of the portfolio, ranked #20.

ETF Store first reported a position in SCHM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2M in Q2 2026. 522 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • ETF Store held 54,494 shares of Schwab US Mid-Cap ETF worth $1.85M as of Q3 2026.
  • ETF Store bought 192 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $6.8K.
  • Schwab US Mid-Cap ETF made up 1.53% of ETF Store's portfolio in Q3 2026, its #20 holding.
  • ETF Store first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • ETF Store's Schwab US Mid-Cap ETF position peaked at $2M in Q2 2026.
  • 522 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on ETF Store's 13F filing for Q3 2026, filed 19 Oct 2026.