MBA Advisors
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MBA Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MBA Advisors’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 		$1.26M Sell
36,963
-2,717
-7% -$96.2K 0.41% 46
2026
Q2 		$1.46M Sell
39,680
-35,168
-47% -$1.21M 0.49% 46
2026
Q1 		$2.32M Sell
74,848
-1,257
-2% -$40K 0.89% 24
2025
Q4 		$2.29M Sell
76,105
-1,250
-2% -$37.3K 0.92% 25
2025
Q3 		$2.29M Sell
77,355
-1,054
-1% -$30.7K 0.98% 23
2025
Q2 		$2.2M Sell
78,409
-9,519
-11% -$251K 1.02% 24
2025
Q1 		$2.3M Sell
87,928
-1,859
-2% -$51.8K 1.14% 22
2024
Q4 		$2.49M Sell
89,787
-1,056
-1% -$30.1K 1.25% 22
2024
Q3 		$2.52M Sell
90,843
-27,924
-24% -$743K 1.21% 22
2024
Q2 		$3.08M Sell
118,767
-6,858
-5% -$179K 1.58% 19
2024
Q1 		$3.41M Sell
125,625
-17,235
-12% -$440K 1.76% 17
2023
Q4 		$3.59M Sell
142,860
-115,980
-45% -$2.66M 2% 16
2023
Q3 		$5.84M Sell
258,840
-2,187
-0.8% -$51.8K 3.58% 8
2023
Q2 		$6.18M Buy
261,027
+15,645
+6% +$353K 3.69% 3
2023
Q1 		$5.55M Buy
245,382
+5,598
+2% +$129K 3.45% 5
2022
Q4 		$5.24M Buy
239,784
+18,321
+8% +$402K 3.43% 3
2022
Q3 		$4.47M Buy
221,463
+5,694
+3% +$127K 3.23% 6
2022
Q2 		$4.51M Buy
215,769
+11,241
+5% +$259K 3.1% 7
2022
Q1 		$5.17M Buy
204,528
+12,396
+6% +$311K 3.2% 5
2021
Q4 		$5.15M Buy
192,132
+3,531
+2% +$94.2K 3.19% 5
2021
Q3 		$4.82M Buy
188,601
+8,916
+5% +$233K 3.56% 2
2021
Q2 		$4.69M Sell
179,685
-11,451
-6% -$296K 2.18% 4
2021
Q1 		$4.74M Buy
+191,136
New +$4.64M 2.61% 2

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

MBA Advisors's SCHM Position: Q3 2026 in Review

MBA Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.8% in Q3 2026, selling an estimated $96.2K and leaving 36,963 shares worth $1.26M. The position accounts for 0.41% of the portfolio, ranked #46.

MBA Advisors first reported a position in SCHM in Q1 2021 and has held it in 23 quarters since. The position peaked at $6.18M in Q2 2023. 725 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • MBA Advisors held 36,963 shares of Schwab US Mid-Cap ETF worth $1.26M as of Q3 2026.
  • MBA Advisors sold 2,717 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $96.2K.
  • Schwab US Mid-Cap ETF made up 0.41% of MBA Advisors's portfolio in Q3 2026, its #46 holding.
  • MBA Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • MBA Advisors's Schwab US Mid-Cap ETF position peaked at $6.18M in Q2 2023.
  • 725 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.