HCM
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Hollencrest Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hollencrest Capital 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
Q2 		$21.8K Hold
591
– – ﹤0.01% 714
2026
Q1 		$18.3K Hold
591
– – ﹤0.01% 742
2025
Q4 		$17.8K Hold
591
– – ﹤0.01% 732
2025
Q3 		$17.5K Hold
591
– – ﹤0.01% 726
2025
Q2 		$16.6K Hold
591
– – ﹤0.01% 700
2025
Q1 		$15.5K Hold
591
– – ﹤0.01% 716
2024
Q4 		$16.4K Hold
591
– – ﹤0.01% 724
2024
Q3 		$16.4K Hold
591
– – ﹤0.01% 701
2024
Q2 		$15.3K Hold
591
– – ﹤0.01% 699
2024
Q1 		$16K Hold
591
– – ﹤0.01% 664
2023
Q4 		$14.8K Sell
591
-3
-0.5% -$69 ﹤0.01% 680
2023
Q3 		$13.4K Hold
594
– – ﹤0.01% 685
2023
Q2 		$14.1K Buy
594
+3
+0.5% +$68 ﹤0.01% 714
2023
Q1 		$13.4K Sell
591
-42
-7% -$967 ﹤0.01% 702
2022
Q4 		$13.8K Buy
+633
New +$13.9K ﹤0.01% 676

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hollencrest Capital Management's SCHM Position: Q2 2026 in Review

Hollencrest Capital Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 591 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Hollencrest Capital Management first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Hollencrest Capital Management held 591 shares of Schwab US Mid-Cap ETF worth $21.8K as of Q2 2026.
  • Hollencrest Capital Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Hollencrest Capital Management's portfolio in Q2 2026, its #714 holding.
  • Hollencrest Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.