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

Opal Wealth 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
Q2 		$2.26M Buy
61,246
+978
+2% +$33.7K 0.49% 25
2026
Q1 		$1.87M Buy
60,268
+858
+1% +$27.3K 0.42% 28
2025
Q4 		$1.79M Sell
59,410
-1,051
-2% -$31.3K 0.47% 29
2025
Q3 		$1.79M Buy
60,461
+1,262
+2% +$36.7K 0.5% 27
2025
Q2 		$1.66M Buy
59,199
+5,983
+11% +$158K 0.46% 28
2025
Q1 		$1.39M Buy
53,216
+1,395
+3% +$38.8K 0.43% 27
2024
Q4 		$1.44M Buy
51,821
+2,525
+5% +$71.9K 0.43% 34
2024
Q3 		$1.37M Sell
49,296
-4,086
-8% -$109K 0.43% 36
2024
Q2 		$1.38M Sell
53,382
-33,915
-39% -$887K 0.44% 30
2024
Q1 		$2.37M Sell
87,297
-413,628
-83% -$10.6M 0.8% 22
2023
Q4 		$12.6M Sell
500,925
-12,171
-2% -$279K 4.95% 5
2023
Q3 		$11.6M Sell
513,096
-21,795
-4% -$516K 6.77% 4
2023
Q2 		$12.7M Buy
534,891
+13,074
+3% +$295K 6.32% 4
2023
Q1 		$11.8M Buy
521,817
+15,033
+3% +$346K 6.89% 4
2022
Q4 		$11.1M Buy
506,784
+1,071
+0.2% +$23.5K 6.11% 4
2022
Q3 		$10.2M Buy
505,713
+15,936
+3% +$356K 7.45% 4
2022
Q2 		$10.2M Sell
489,777
-7,233
-1% -$167K 6.77% 4
2022
Q1 		$12.6M Buy
497,010
+63,069
+15% +$1.58M 10.94% 2
2021
Q4 		$11.6M Buy
433,941
+19,029
+5% +$507K 7.36% 2
2021
Q3 		$10.6M Buy
414,912
+8,949
+2% +$234K 10.19% 2
2021
Q2 		$10.6M Sell
405,963
-10,647
-3% -$275K 9.86% 2
2021
Q1 		$10.3M Buy
416,610
+21,879
+6% +$531K 11.23% 3
2020
Q4 		$8.97M Buy
+394,731
New +$8.23M 11.25% 3

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Opal Wealth Advisors's SCHM Position: Q2 2026 in Review

Opal Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.6% in Q2 2026, buying an estimated $33.7K and bringing the position to 61,246 shares worth $2.26M. The position accounts for 0.49% of the portfolio, ranked #25.

Opal Wealth Advisors first reported a position in SCHM in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.7M in Q2 2023. 552 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Opal Wealth Advisors held 61,246 shares of Schwab US Mid-Cap ETF worth $2.26M as of Q2 2026.
  • Opal Wealth Advisors bought 978 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $33.7K.
  • Schwab US Mid-Cap ETF made up 0.49% of Opal Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Opal Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $12.7M in Q2 2023.
  • 552 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.