FFA
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Farther Finance Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Farther Finance Advisors’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 		$17.6M Buy
518,625
+49,821
+11% +$1.76M 0.12% 143
2026
Q2 		$17.3M Buy
468,804
+29,185
+7% +$1M 0.13% 136
2026
Q1 		$13.7M Sell
439,619
-99,207
-18% -$3.16M 0.13% 134
2025
Q4 		$16.2M Buy
538,826
+158,469
+42% +$4.72M 0.17% 104
2025
Q3 		$11.3M Buy
380,357
+3,647
+1% +$106K 0.17% 103
2025
Q2 		$10.6M Buy
376,710
+24,080
+7% +$635K 0.21% 95
2025
Q1 		$9.28M Buy
352,630
+99,400
+39% +$2.77M 0.24% 88
2024
Q4 		$7.02M Buy
253,230
+211,758
+511% +$6.03M 0.25% 83
2024
Q3 		$1.15M Sell
41,472
-75,357
-65% -$2M 0.04% 313
2024
Q2 		$3M Sell
116,829
-1,524
-1% -$39.9K 0.15% 118
2024
Q1 		$3.19M Buy
118,353
+111,267
+1,570% +$2.84M 0.19% 98
2023
Q4 		$178K Buy
7,086
+2,268
+47% +$52K 0.01% 586
2023
Q3 		$109K Sell
4,818
-15,600
-76% -$370K 0.02% 529
2023
Q2 		$483K Sell
20,418
-438
-2% -$9.87K 0.11% 165
2023
Q1 		$472K Buy
20,856
+18,195
+684% +$419K 0.14% 137
2022
Q4 		$58.2K Buy
+2,661
New +$58.3K 0.02% 454

Other funds holding SCHM

BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Farther Finance Advisors's SCHM Position: Q3 2026 in Review

Farther Finance Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q3 2026, buying an estimated $1.76M and bringing the position to 518,625 shares worth $17.6M. The position accounts for 0.12% of the portfolio, ranked #143.

Farther Finance Advisors first reported a position in SCHM in Q4 2022 and has held it in 16 quarters since. 58 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Farther Finance Advisors held 518,625 shares of Schwab US Mid-Cap ETF worth $17.6M as of Q3 2026.
  • Farther Finance Advisors bought 49,821 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $1.76M.
  • Schwab US Mid-Cap ETF made up 0.12% of Farther Finance Advisors's portfolio in Q3 2026, its #143 holding.
  • Farther Finance Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 58 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.