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

Gilpin 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 		$65.5K Buy
1,925
+25
+1% +$885 0.04% 218
2026
Q2 		$70.1K Sell
1,900
-100
-5% -$3.44K 0.05% 200
2026
Q1 		$61.9K Buy
2,000
+100
+5% +$3.18K 0.05% 187
2025
Q4 		$57.1K Buy
+1,900
New +$56.6K 0.05% 186

Other funds holding SCHM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
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
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Gilpin Wealth Management's SCHM Position: Q3 2026 in Review

Gilpin Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q3 2026, buying an estimated $885 and bringing the position to 1,925 shares worth $65.5K. The position accounts for 0.04% of the portfolio, ranked #218.

Gilpin Wealth Management first reported a position in SCHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $70.1K in Q2 2026. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Gilpin Wealth Management held 1,925 shares of Schwab US Mid-Cap ETF worth $65.5K as of Q3 2026.
  • Gilpin Wealth Management bought 25 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $885.
  • Schwab US Mid-Cap ETF made up 0.04% of Gilpin Wealth Management's portfolio in Q3 2026, its #218 holding.
  • Gilpin Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Schwab US Mid-Cap ETF position peaked at $70.1K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.