First Affirmative Financial Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First Affirmative Financial Network’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	$3.56M	Buy	+104,786	New	+$3.71M	0.78%	28

Other funds holding SCHM

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 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

First Affirmative Financial Network's SCHM Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2026: 104,786 shares worth $3.56M. The stake represents 0.78% of the portfolio and ranks #28 among its holdings.

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

First Affirmative Financial Network held 104,786 shares of Schwab US Mid-Cap ETF worth $3.56M as of Q3 2026.
Schwab US Mid-Cap ETF was a new First Affirmative Financial Network position in Q3 2026.
Schwab US Mid-Cap ETF made up 0.78% of First Affirmative Financial Network's portfolio in Q3 2026, its #28 holding.
349 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.