Opal Wealth Advisors
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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
Q3 		$2.06M Sell
60,601
-645
-1% -$22.8K 0.43% 28
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Opal Wealth Advisors's SCHM Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.1% in Q3 2026, selling an estimated $22.8K and leaving 60,601 shares worth $2.06M. The position accounts for 0.43% of the portfolio, ranked #28.

Opal Wealth Advisors first reported a position in SCHM in Q4 2020 and has held it in 24 quarters since. The position peaked at $12.7M in Q2 2023. 588 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Opal Wealth Advisors held 60,601 shares of Schwab US Mid-Cap ETF worth $2.06M as of Q3 2026.
  • Opal Wealth Advisors sold 645 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $22.8K.
  • Schwab US Mid-Cap ETF made up 0.43% of Opal Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • Opal Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Opal Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $12.7M in Q2 2023.
  • 588 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.