NWF Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHM
NWF Advisory Services's SCHM Position: Q3 2026 in Review
NWF Advisory Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.05% in Q3 2026, buying an estimated $212 and bringing the position to 12,380 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #246.
NWF Advisory Services first reported a position in SCHM in Q1 2023 and has held it in 14 quarters since. The position peaked at $456K in Q2 2026. 412 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.
- NWF Advisory Services held 12,380 shares of Schwab US Mid-Cap ETF worth $421K as of Q3 2026.
- NWF Advisory Services bought 6 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $212.
- Schwab US Mid-Cap ETF made up 0.04% of NWF Advisory Services's portfolio in Q3 2026, its #246 holding.
- NWF Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
- NWF Advisory Services's Schwab US Mid-Cap ETF position peaked at $456K in Q2 2026.
- 412 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.
Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.