Pachira Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pachira Investments’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	$678K	Buy	18,390 +54	+0.3%	+$1.86K	0.26%	45
2026 Q1	$568K	Buy	18,336 +46	+0.3%	+$1.47K	0.27%	48
2025 Q4	$550K	Buy	18,290 +80	+0.4%	+$2.38K	0.27%	50
2025 Q3	$540K	Buy	18,210 +77	+0.4%	+$2.24K	0.3%	44
2025 Q2	$509K	Buy	18,133 +119	+0.7%	+$3.14K	0.38%	38
2025 Q1	$471K	Hold	18,014	–	–	0.33%	38
2024 Q4	$498K	Buy	18,014 +74	+0.4%	+$2.11K	0.31%	39
2024 Q3	$497K	Buy	17,940 +126	+0.7%	+$3.35K	0.38%	32
2024 Q2	$462K	Hold	17,814	–	–	0.41%	30
2024 Q1	$484K	Buy	17,814 +57	+0.3%	+$1.45K	0.4%	30
2023 Q4	$446K	Buy	17,757 +84	+0.5%	+$1.93K	0.39%	30
2023 Q3	$399K	Buy	17,673 +69	+0.4%	+$1.64K	0.45%	27
2023 Q2	$417K	Sell	17,604 -222	-1%	-$5K	0.45%	23
2023 Q1	$403K	Buy	17,826 +360	+2%	+$8.29K	1.74%	16
2022 Q4	$382K	Buy	17,466 +87	+0.5%	+$1.91K	1.93%	18
2022 Q3	$351K	Hold	17,379	–	–	1.56%	15
2022 Q2	$363K	Hold	17,379	–	–	0.56%	16
2022 Q1	$439K	Hold	17,379	–	–	0.34%	17
2021 Q4	$466K	Hold	17,379	–	–	0.3%	19
2021 Q3	$444K	Hold	17,379	–	–	0.32%	18
2021 Q2	$453K	Hold	17,379	–	–	0.32%	19
2021 Q1	$431K	Hold	17,379	–	–	0.32%	19
2020 Q4	$395K	Hold	17,379	–	–	0.38%	14
2020 Q3	$321K	Hold	17,379	–	–	0.42%	13
2020 Q2	$305K	Hold	17,379	–	–	0.54%	12
2020 Q1	$244K	Hold	17,379	–	–	0.98%	9
2019 Q4	$348K	Buy	17,379 +1,767	+11%	+$34.2K	0.29%	11
2019 Q3	$294K	Buy	15,612 +1,059	+7%	+$20K	0.33%	11
2019 Q2	$277K	Hold	14,553	–	–	0.31%	10
2019 Q1	$269K	Hold	14,553	–	–	0.24%	11
2018 Q4	$233K	Buy	+14,553	New	+$254K	0.3%	10

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

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

SFG

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

HNW

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

GAM

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

JIC

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pachira Investments's SCHM Position: Q2 2026 in Review

Pachira Investments increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.29% in Q2 2026, buying an estimated $1.86K and bringing the position to 18,390 shares worth $678K. The position accounts for 0.26% of the portfolio, ranked #45.

Pachira Investments first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. 353 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Pachira Investments held 18,390 shares of Schwab US Mid-Cap ETF worth $678K as of Q2 2026.
Pachira Investments bought 54 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.86K.
Schwab US Mid-Cap ETF made up 0.26% of Pachira Investments's portfolio in Q2 2026, its #45 holding.
Pachira Investments first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
353 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.