Goldstein Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Goldstein 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	$444K	Hold	13,043	–	–	0.04%	139
2026 Q2	$481K	Hold	13,043	–	–	0.04%	135
2026 Q1	$404K	Hold	13,043	–	–	0.04%	121
2025 Q4	$392K	Hold	13,043	–	–	0.04%	114
2025 Q3	$387K	Buy	13,043 +42	+0.3%	+$1.22K	0.05%	115
2025 Q2	$365K	Buy	13,001 +237	+2%	+$6.25K	0.05%	115
2025 Q1	$334K	Buy	12,764 +1,181	+10%	+$32.9K	0.05%	127
2024 Q4	$321K	Buy	11,583 +399	+4%	+$11.4K	0.05%	130
2024 Q3	$310K	Sell	11,184 -444	-4%	-$11.8K	0.05%	124
2024 Q2	$302K	Buy	11,628 +180	+2%	+$4.71K	0.05%	116
2024 Q1	$311K	Sell	11,448 -51	-0.4%	-$1.3K	0.05%	110
2023 Q4	$289K	Buy	11,499 +669	+6%	+$15.3K	0.05%	142
2023 Q3	$244K	Hold	10,830	–	–	0.05%	115
2023 Q2	$256K	Buy	+10,830	New	+$244K	0.05%	117

Other funds holding SCHM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

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

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

FPN

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

Goldstein Advisors's SCHM Position: Q3 2026 in Review

Goldstein Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 13,043 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #139.

Goldstein Advisors first reported a position in SCHM in Q2 2023 and has held it in 14 quarters since. The position peaked at $481K in Q2 2026. 180 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Goldstein Advisors held 13,043 shares of Schwab US Mid-Cap ETF worth $444K as of Q3 2026.
Goldstein Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
Schwab US Mid-Cap ETF made up 0.04% of Goldstein Advisors's portfolio in Q3 2026, its #139 holding.
Goldstein Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 14 quarters since.
Goldstein Advisors's Schwab US Mid-Cap ETF position peaked at $481K in Q2 2026.
180 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.