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

Nautilus 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	$797K	Sell	23,431 -300	-1%	-$10.6K	0.48%	59
2026 Q2	$850K	Hold	23,731	–	–	0.5%	58
2026 Q1	$735K	Buy	23,731 +1	+0%	+$32	0.5%	58
2025 Q4	$714K	Buy	23,730 +1	+0%	+$30	0.47%	58
2025 Q3	$703K	Buy	23,729 +2	+0%	+$58	0.47%	61
2025 Q2	$666K	Buy	23,727 +2	+0%	+$53	0.49%	58
2025 Q1	$622K	Sell	23,725 -899	-4%	-$25K	0.51%	58
2024 Q4	$682K	Buy	+24,624	New	+$702K	0.54%	53

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

Nautilus Advisors's SCHM Position: Q3 2026 in Review

Nautilus Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q3 2026, selling an estimated $10.6K and leaving 23,431 shares worth $797K. The position accounts for 0.48% of the portfolio, ranked #59.

Nautilus Advisors first reported a position in SCHM in Q4 2024 and has held it in 8 quarters since. The position peaked at $850K in Q2 2026. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Nautilus Advisors held 23,431 shares of Schwab US Mid-Cap ETF worth $797K as of Q3 2026.
Nautilus Advisors sold 300 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $10.6K.
Schwab US Mid-Cap ETF made up 0.48% of Nautilus Advisors's portfolio in Q3 2026, its #59 holding.
Nautilus Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's Schwab US Mid-Cap ETF position peaked at $850K in Q2 2026.
68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

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