Optima Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Optima Capital’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	$262K	Hold	7,104	–	–	0.1%	140
2026 Q1	$220K	Hold	7,104	–	–	0.1%	154
2025 Q4	$214K	Hold	7,104	–	–	0.09%	149
2025 Q3	$211K	Buy	+7,104	New	+$207K	0.1%	153

Other funds holding SCHM

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

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Optima Capital's SCHM Position: Q2 2026 in Review

Optima Capital held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 7,104 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #140.

Optima Capital first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 401 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Optima Capital held 7,104 shares of Schwab US Mid-Cap ETF worth $262K as of Q2 2026.
Optima Capital left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.1% of Optima Capital's portfolio in Q2 2026, its #140 holding.
Optima Capital first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
401 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.