Five Pine Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Five Pine Wealth Management’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	$1.02M	Sell	30,006 -376	-1%	-$13.3K	0.58%	24
2026 Q2	$1.12M	Sell	30,382 -2,220	-7%	-$76.4K	0.63%	24
2026 Q1	$1.01M	Sell	32,602 -233	-0.7%	-$7.42K	0.63%	24
2025 Q4	$987K	Buy	32,835 +83	+0.3%	+$2.47K	0.63%	24
2025 Q3	$971K	Sell	32,752 -395	-1%	-$11.5K	0.66%	23
2025 Q2	$930K	Sell	33,147 -274	-0.8%	-$7.23K	0.69%	23
2025 Q1	$876K	Sell	33,421 -3,307	-9%	-$92.1K	0.71%	23
2024 Q4	$1.02M	Buy	+36,728	New	+$1.05M	0.86%	21

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

Five Pine Wealth Management's SCHM Position: Q3 2026 in Review

Five Pine Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q3 2026, selling an estimated $13.3K and leaving 30,006 shares worth $1.02M. The position accounts for 0.58% of the portfolio, ranked #24.

Five Pine Wealth Management first reported a position in SCHM in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q2 2026. 379 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Five Pine Wealth Management held 30,006 shares of Schwab US Mid-Cap ETF worth $1.02M as of Q3 2026.
Five Pine Wealth Management sold 376 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $13.3K.
Schwab US Mid-Cap ETF made up 0.58% of Five Pine Wealth Management's portfolio in Q3 2026, its #24 holding.
Five Pine Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Five Pine Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.12M in Q2 2026.
379 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.