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

OxenFree 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
Q3 		$7.27M Buy
208,478
+12,727
+7% +$451K 3.14% 11
2026
Q2 		$6.96M Buy
195,751
+15,008
+8% +$517K 3.19% 11
2026
Q1 		$5.96M Buy
+180,743
New +$5.75M 2.89% 12

Other funds holding SCHM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

OxenFree Capital's SCHM Position: Q3 2026 in Review

OxenFree Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.5% in Q3 2026, buying an estimated $451K and bringing the position to 208,478 shares worth $7.27M. The position accounts for 3.14% of the portfolio, ranked #11.

OxenFree Capital first reported a position in SCHM in Q1 2026 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • OxenFree Capital held 208,478 shares of Schwab US Mid-Cap ETF worth $7.27M as of Q3 2026.
  • OxenFree Capital bought 12,727 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $451K.
  • Schwab US Mid-Cap ETF made up 3.14% of OxenFree Capital's portfolio in Q3 2026, its #11 holding.
  • OxenFree Capital first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on OxenFree Capital's 13F filing for Q3 2026, filed 7 Oct 2026.