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Summit Wealth Group, LLC/OK’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Summit Wealth Group, LLC/OK’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 		$229K Sell
6,740
-1,020
-13% -$36.1K 0.39% 47
2026
Q2 		$286K Hold
7,760
– – 0.37% 49
2026
Q1 		$240K Sell
7,760
-53
-0.7% -$1.69K 0.34% 50
2025
Q4 		$235K Buy
+7,813
New +$233K 0.24% 60

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Summit Wealth Group, LLC/OK's SCHM Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Schwab US Mid-Cap ETF (SCHM) stake by 13% in Q3 2026, selling an estimated $36.1K and leaving 6,740 shares worth $229K. The position accounts for 0.39% of the portfolio, ranked #47.

Summit Wealth Group, LLC/OK first reported a position in SCHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $286K in Q2 2026. 743 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 6,740 shares of Schwab US Mid-Cap ETF worth $229K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 1,020 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $36.1K.
  • Schwab US Mid-Cap ETF made up 0.39% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #47 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Schwab US Mid-Cap ETF position peaked at $286K in Q2 2026.
  • 743 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.