LTG Capital
SCHM icon

LTG Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

LTG Capital’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 		$1.85M Buy
54,262
+116
+0.2% +$4.11K 1.26% 13
2026
Q2 		$2M Sell
54,146
-20
-0% -$688 1.34% 13
2026
Q1 		$1.68M Buy
54,166
+285
+0.5% +$9.07K 1.28% 13
2025
Q4 		$1.62M Buy
53,881
+1,303
+2% +$38.8K 1.26% 13
2025
Q3 		$1.56M Buy
52,578
+85
+0.2% +$2.47K 1.23% 16
2025
Q2 		$1.47M Buy
52,493
+288
+0.6% +$7.6K 1.26% 16
2025
Q1 		$1.37M Sell
52,205
-750
-1% -$20.9K 1.25% 16
2024
Q4 		$1.47M Buy
52,955
+50
+0.1% +$1.42K 1.23% 16
2024
Q3 		$1.47M Buy
52,905
+138
+0.3% +$3.67K 1.22% 17
2024
Q2 		$1.37M Buy
52,767
+87
+0.2% +$2.28K 1.24% 17
2024
Q1 		$1.43M Sell
52,680
-297
-0.6% -$7.58K 1.23% 17
2023
Q4 		$1.33M Sell
52,977
-189
-0.4% -$4.33K 1.23% 17
2023
Q3 		$1.2M Buy
53,166
+45
+0.1% +$1.07K 1.27% 17
2023
Q2 		$1.26M Sell
53,121
-114
-0.2% -$2.57K 1.24% 17
2023
Q1 		$1.2M Sell
53,235
-285
-0.5% -$6.56K 1.25% 17
2022
Q4 		$1.17M Buy
53,520
+2,760
+5% +$60.5K 1.26% 17
2022
Q3 		$1.03M Sell
50,760
-2,301
-4% -$51.3K 4.03% 12
2022
Q2 		$1.11M Buy
53,061
+777
+1% +$17.9K 1.25% 18
2022
Q1 		$1.32M Sell
52,284
-1,329
-2% -$33.3K 1.2% 17
2021
Q4 		$1.44M Buy
+53,613
New +$1.43M 1.22% 16

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Summit Asset Management
Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

LTG Capital's SCHM Position: Q3 2026 in Review

LTG Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.21% in Q3 2026, buying an estimated $4.11K and bringing the position to 54,262 shares worth $1.85M. The position accounts for 1.26% of the portfolio, ranked #13.

LTG Capital first reported a position in SCHM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2M in Q2 2026. 659 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • LTG Capital held 54,262 shares of Schwab US Mid-Cap ETF worth $1.85M as of Q3 2026.
  • LTG Capital bought 116 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $4.11K.
  • Schwab US Mid-Cap ETF made up 1.26% of LTG Capital's portfolio in Q3 2026, its #13 holding.
  • LTG Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • LTG Capital's Schwab US Mid-Cap ETF position peaked at $2M in Q2 2026.
  • 659 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on LTG Capital's 13F filing for Q3 2026, filed 4 Nov 2026.