First Growth Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First Growth Capital’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 Q2	$1.68M	Hold	45,486	–	–	1.27%	11
2026 Q1	$1.42M	Hold	45,486	–	–	1.28%	13
2025 Q4	$1.49M	Buy	+45,486	New	+$1.36M	1.32%	13

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Growth Capital's SCHM Position: Q2 2026 in Review

First Growth Capital held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 45,486 shares worth $1.68M. The position accounts for 1.27% of the portfolio, ranked #11.

First Growth Capital first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

First Growth Capital held 45,486 shares of Schwab US Mid-Cap ETF worth $1.68M as of Q2 2026.
First Growth Capital left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 1.27% of First Growth Capital's portfolio in Q2 2026, its #11 holding.
First Growth Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on First Growth Capital's 13F filing for Q2 2026, filed 16 Jul 2026.