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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
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% +$1.43K 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

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

LTG Capital's SCHM Position: Q2 2026 in Review

LTG Capital reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.04% in Q2 2026, selling an estimated $688 and leaving 54,146 shares worth $2M. The position accounts for 1.34% of the portfolio, ranked #13.

LTG Capital first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • LTG Capital held 54,146 shares of Schwab US Mid-Cap ETF worth $2M as of Q2 2026.
  • LTG Capital sold 20 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $688.
  • Schwab US Mid-Cap ETF made up 1.34% of LTG Capital's portfolio in Q2 2026, its #13 holding.
  • LTG Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 712 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on LTG Capital's 13F filing for Q2 2026, filed 5 Aug 2026.