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Leverty Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Leverty Financial Group’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 		$711K Sell
20,887
-653
-3% -$23.1K 0.13% 21
2026
Q2 		$794K Sell
21,540
-2,714
-11% -$93.4K 0.15% 21
2026
Q1 		$751K Buy
24,254
+1,501
+7% +$47.8K 0.17% 20
2025
Q4 		$684K Buy
22,753
+8,403
+59% +$250K 0.16% 20
2025
Q3 		$425K Sell
14,350
-688
-5% -$20K 0.11% 28
2025
Q2 		$422K Sell
15,038
-35,377
-70% -$933K 0.13% 26
2025
Q1 		$1.32M Buy
50,415
+5,385
+12% +$150K 0.54% 13
2024
Q4 		$1.25M Buy
45,030
+9,753
+28% +$278K 0.64% 12
2024
Q3 		$977K Buy
35,277
+17,229
+95% +$458K 0.53% 12
2024
Q2 		$468K Buy
18,048
+2,211
+14% +$57.8K 0.28% 16
2024
Q1 		$430K Sell
15,837
-6,636
-30% -$169K 0.26% 17
2023
Q4 		$564K Buy
22,473
+11,085
+97% +$254K 0.36% 14
2023
Q3 		$257K Sell
11,388
-960
-8% -$22.7K 0.19% 22
2023
Q2 		$292K Sell
12,348
-1,188
-9% -$26.8K 0.21% 20
2023
Q1 		$306K Sell
13,536
-1,671
-11% -$38.5K 0.24% 18
2022
Q4 		$333K Buy
+15,207
New +$333K 0.28% 16
2022
Q1 		– Sell
-909
Closed -$24K – 104
2021
Q4 		$24K Buy
+909
New +$24.2K 0.02% 69

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

Leverty Financial Group's SCHM Position: Q3 2026 in Review

Leverty Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3% in Q3 2026, selling an estimated $23.1K and leaving 20,887 shares worth $711K. The position accounts for 0.13% of the portfolio, ranked #21.

Leverty Financial Group first reported a position in SCHM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.32M in Q1 2025. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Leverty Financial Group held 20,887 shares of Schwab US Mid-Cap ETF worth $711K as of Q3 2026.
  • Leverty Financial Group sold 653 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $23.1K.
  • Schwab US Mid-Cap ETF made up 0.13% of Leverty Financial Group's portfolio in Q3 2026, its #21 holding.
  • Leverty Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Leverty Financial Group's Schwab US Mid-Cap ETF position peaked at $1.32M in Q1 2025.
  • 68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.