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

MFA Wealth 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	$5.41M	Buy	+159,092	New	+$5.63M	0.92%	31
2020 Q3	–	Sell	-11,952	Closed	-$210K	–	183
2020 Q2	$210K	Sell	11,952 -128,061	-91%	-$2.09M	0.14%	43
2020 Q1	$1.97M	Buy	140,013 +128,214	+1,087%	+$2.35M	1.91%	20
2019 Q4	$236K	Buy	11,799 +756	+7%	+$14.6K	0.17%	39
2019 Q3	$208K	Sell	11,043 -2,946	-21%	-$55.7K	0.17%	38
2019 Q2	$266K	Sell	13,989 -127,098	-90%	-$2.38M	0.2%	36
2019 Q1	$2.61M	Buy	+141,087	New	+$2.52M	1.72%	17
2018 Q4	–	Sell	-139,851	Closed	-$2.48M	–	49
2018 Q3	$2.48M	Sell	139,851 -699,174	-83%	-$13.3M	1.85%	16
2018 Q2	$15.9M	Buy	839,025 +19,608	+2%	+$355K	10.46%	2
2018 Q1	$14.5M	Buy	819,417 +640,398	+358%	+$11.5M	10.95%	2
2017 Q4	$3.3M	Buy	+179,019	New	+$3.09M	2.24%	14

Other funds holding SCHM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

MFA Wealth Advisors's SCHM Position: Q3 2026 in Review

MFA Wealth Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2026: 159,092 shares worth $5.41M. The stake represents 0.92% of the portfolio and ranks #31 among its holdings. This is a return to the name: MFA Wealth Advisors previously reported a position in SCHM as recently as Q2 2020.

MFA Wealth Advisors first reported a position in SCHM in Q4 2017 and has held it in 11 quarters since. The position peaked at $15.9M in Q2 2018. 696 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

MFA Wealth Advisors held 159,092 shares of Schwab US Mid-Cap ETF worth $5.41M as of Q3 2026.
Schwab US Mid-Cap ETF was a new MFA Wealth Advisors position in Q3 2026.
Schwab US Mid-Cap ETF made up 0.92% of MFA Wealth Advisors's portfolio in Q3 2026, its #31 holding.
MFA Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 11 quarters since.
MFA Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $15.9M in Q2 2018.
696 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.