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

Naples Global 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 		$1.49M Buy
43,701
+1,850
+4% +$65.5K 0.09% 194
2026
Q2 		$1.54M Buy
41,851
+755
+2% +$26K 0.1% 193
2026
Q1 		$1.27M Buy
41,096
+1,513
+4% +$48.2K 0.09% 203
2025
Q4 		$1.19M Buy
39,583
+1,486
+4% +$44.3K 0.09% 212
2025
Q3 		$1.13M Sell
38,097
-1,143
-3% -$33.3K 0.09% 220
2025
Q2 		$1.1M Sell
39,240
-10
-0% -$264 0.09% 217
2025
Q1 		$1.03M Sell
39,250
-5,872
-13% -$164K 0.1% 217
2024
Q4 		$1.25M Sell
45,122
-1,834
-4% -$52.3K 0.12% 193
2024
Q3 		$1.3M Buy
46,956
+21
+0% +$558 0.12% 190
2024
Q2 		$1.22M Buy
46,935
+1,224
+3% +$32K 0.12% 192
2024
Q1 		$1.24M Buy
45,711
+66
+0.1% +$1.68K 0.13% 193
2023
Q4 		$1.15M Buy
45,645
+3,225
+8% +$73.9K 0.13% 201
2023
Q3 		$957K Buy
42,420
+1,815
+4% +$43K 0.12% 210
2023
Q2 		$961K Sell
40,605
-339
-0.8% -$7.64K 0.11% 209
2023
Q1 		$926K Buy
40,944
+288
+0.7% +$6.63K 0.12% 215
2022
Q4 		$889K Buy
40,656
+492
+1% +$10.8K 0.11% 215
2022
Q3 		$810K Sell
40,164
-549
-1% -$12.2K 0.11% 214
2022
Q2 		$851K Buy
40,713
+1,182
+3% +$27.3K 0.11% 214
2022
Q1 		$1M Buy
39,531
+843
+2% +$21.1K 0.12% 208
2021
Q4 		$1.04M Buy
38,688
+1,545
+4% +$41.2K 0.12% 204
2021
Q3 		$949K Buy
37,143
+1,869
+5% +$48.8K 0.12% 203
2021
Q2 		$920K Buy
35,274
+1,644
+5% +$42.5K 0.13% 203
2021
Q1 		$834K Buy
33,630
+3,333
+11% +$80.9K 0.13% 203
2020
Q4 		$689K Buy
30,297
+957
+3% +$20K 0.12% 206
2020
Q3 		$543K Buy
29,340
+120
+0.4% +$2.22K 0.11% 208
2020
Q2 		$513K Buy
29,220
+540
+2% +$8.8K 0.11% 204
2020
Q1 		$403K Buy
28,680
+6,861
+31% +$126K 0.11% 219
2019
Q4 		$437K Buy
21,819
+4,137
+23% +$80.1K 0.09% 238
2019
Q3 		$333K Buy
17,682
+816
+5% +$15.4K 0.08% 255
2019
Q2 		$321K Buy
16,866
+2,925
+21% +$54.7K 0.08% 253
2019
Q1 		$257K Buy
+13,941
New +$249K 0.07% 268

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Naples Global Advisors's SCHM Position: Q3 2026 in Review

Naples Global Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 4.4% in Q3 2026, buying an estimated $65.5K and bringing the position to 43,701 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #194.

Naples Global Advisors first reported a position in SCHM in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.54M in Q2 2026. 786 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Naples Global Advisors held 43,701 shares of Schwab US Mid-Cap ETF worth $1.49M as of Q3 2026.
  • Naples Global Advisors bought 1,850 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $65.5K.
  • Schwab US Mid-Cap ETF made up 0.09% of Naples Global Advisors's portfolio in Q3 2026, its #194 holding.
  • Naples Global Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 31 quarters since.
  • Naples Global Advisors's Schwab US Mid-Cap ETF position peaked at $1.54M in Q2 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Naples Global Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.