Moors & Cabot
SCHM icon

Moors & Cabot’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Moors & Cabot’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 		$241K Buy
+7,083
New +$251K 0.01% 849
2026
Q2 		– Sell
-7,621
Closed -$236K – 991
2026
Q1 		$236K Buy
7,621
+1
+0% +$32 0.01% 804
2025
Q4 		$229K Buy
+7,620
New +$227K 0.01% 806

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Moors & Cabot's SCHM Position: Q3 2026 in Review

Moors & Cabot opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2026: 7,083 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Moors & Cabot previously reported a position in SCHM as recently as Q1 2026.

Moors & Cabot first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 696 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Moors & Cabot held 7,083 shares of Schwab US Mid-Cap ETF worth $241K as of Q3 2026.
  • Schwab US Mid-Cap ETF was a new Moors & Cabot position in Q3 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #849 holding.
  • Moors & Cabot first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 696 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.