Facet Wealth Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Facet Wealth Inc’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	$203K	Buy	+5,977	New	+$212K	﹤0.01%	454

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Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Facet Wealth Inc's SCHM Position: Q3 2026 in Review

Facet Wealth Inc opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2026: 5,977 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings.

961 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Facet Wealth Inc held 5,977 shares of Schwab US Mid-Cap ETF worth $203K as of Q3 2026.
Schwab US Mid-Cap ETF was a new Facet Wealth Inc position in Q3 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q3 2026, its #454 holding.
961 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Facet Wealth Inc's 13F filing for Q3 2026, filed 4 Nov 2026.