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

Mirador Capital Partners’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 		$614K Buy
18,040
+256
+1% +$9.06K 0.07% 142
2026
Q2 		$656K Buy
17,784
+106
+0.6% +$3.65K 0.08% 131
2026
Q1 		$547K Buy
17,678
+1,025
+6% +$32.6K 0.08% 139
2025
Q4 		$501K Buy
16,653
+744
+5% +$22.2K 0.07% 148
2025
Q3 		$472K Buy
15,909
+47
+0.3% +$1.37K 0.07% 152
2025
Q2 		$445K Sell
15,862
-42
-0.3% -$1.11K 0.07% 148
2025
Q1 		$417K Buy
15,904
+167
+1% +$4.65K 0.07% 147
2024
Q4 		$436K Buy
15,737
+281
+2% +$8.01K 0.08% 137
2024
Q3 		$428K Buy
15,456
+1,710
+12% +$45.5K 0.08% 134
2024
Q2 		$357K Sell
13,746
-570
-4% -$14.9K 0.07% 142
2024
Q1 		$389K Buy
14,316
+702
+5% +$17.9K 0.07% 141
2023
Q4 		$342K Buy
+13,614
New +$312K 0.07% 138
2022
Q1 		– Sell
-8,712
Closed -$234K – 216
2021
Q4 		$234K Buy
8,712
+777
+10% +$20.7K 0.05% 194
2021
Q3 		$203K Sell
7,935
-48
-0.6% -$1.25K 0.05% 195
2021
Q2 		$208K Buy
+7,983
New +$206K 0.05% 193
2021
Q1 		– Sell
-9,846
Closed -$224K – 191
2020
Q4 		$224K Buy
+9,846
New +$205K 0.06% 164
2020
Q1 		– Sell
-10,302
Closed -$207K – 164
2019
Q4 		$207K Buy
+10,302
New +$199K 0.08% 169
2018
Q4 		– Sell
-10,497
Closed -$202K – 150
2018
Q3 		$202K Buy
+10,497
New +$200K 0.1% 152

Other funds holding SCHM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Mirador Capital Partners's SCHM Position: Q3 2026 in Review

Mirador Capital Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q3 2026, buying an estimated $9.06K and bringing the position to 18,040 shares worth $614K. The position accounts for 0.07% of the portfolio, ranked #142.

Mirador Capital Partners first reported a position in SCHM in Q3 2018 and has held it in 18 quarters since. The position peaked at $656K in Q2 2026. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Mirador Capital Partners held 18,040 shares of Schwab US Mid-Cap ETF worth $614K as of Q3 2026.
  • Mirador Capital Partners bought 256 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $9.06K.
  • Schwab US Mid-Cap ETF made up 0.07% of Mirador Capital Partners's portfolio in Q3 2026, its #142 holding.
  • Mirador Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 18 quarters since.
  • Mirador Capital Partners's Schwab US Mid-Cap ETF position peaked at $656K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.