Lodestone Wealth Management
SCHM icon

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

Lodestone 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 		$617K Buy
18,140
+2,132
+13% +$75.5K 0.21% 102
2026
Q2 		$590K Buy
16,008
+8,563
+115% +$295K 0.21% 101
2026
Q1 		$231K Buy
7,445
+3,026
+68% +$96.3K 0.09% 162
2025
Q4 		$133K Buy
+4,419
New +$132K 0.05% 200

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Prime Capital Investment Advisors
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93 Financial Group
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Financial Solutions Advisory Group
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Dynamic Advisor Solutions
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Chicago Partners Investment Group
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BLB&B Advisors
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Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

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

Lodestone Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 13% in Q3 2026, buying an estimated $75.5K and bringing the position to 18,140 shares worth $617K. The position accounts for 0.21% of the portfolio, ranked #102.

Lodestone Wealth Management first reported a position in SCHM in Q4 2025 and has held it in 4 quarters since. 528 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Lodestone Wealth Management held 18,140 shares of Schwab US Mid-Cap ETF worth $617K as of Q3 2026.
  • Lodestone Wealth Management bought 2,132 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $75.5K.
  • Schwab US Mid-Cap ETF made up 0.21% of Lodestone Wealth Management's portfolio in Q3 2026, its #102 holding.
  • Lodestone Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.