MJT & Associates Financial Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MJT & Associates Financial Advisory’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	$135K	Hold	3,960	–	–	0.09%	50
2026 Q2	$146K	Hold	3,960	–	–	0.1%	54
2026 Q1	$123K	Hold	3,960	–	–	0.09%	54
2025 Q4	$119K	Hold	3,960	–	–	0.09%	55
2025 Q3	$117K	Sell	3,960 -1,800	-31%	-$52.4K	0.1%	55
2025 Q2	$162K	Hold	5,760	–	–	0.2%	49
2025 Q1	$151K	Buy	+5,760	New	+$160K	0.14%	58

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

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

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

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

MJT & Associates Financial Advisory's SCHM Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 3,960 shares worth $135K. The position accounts for 0.09% of the portfolio, ranked #50.

MJT & Associates Financial Advisory first reported a position in SCHM in Q1 2025 and has held it in 7 quarters since. The position peaked at $162K in Q2 2025. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

MJT & Associates Financial Advisory held 3,960 shares of Schwab US Mid-Cap ETF worth $135K as of Q3 2026.
MJT & Associates Financial Advisory left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
Schwab US Mid-Cap ETF made up 0.09% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #50 holding.
MJT & Associates Financial Advisory first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's Schwab US Mid-Cap ETF position peaked at $162K in Q2 2025.
68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.