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Pacific Sage Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pacific Sage Partners’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 		$16.2M Buy
439,926
+21,011
+5% +$723K 2.3% 12
2026
Q1 		$13M Buy
418,915
+6,704
+2% +$213K 2.04% 14
2025
Q4 		$12.4M Buy
412,211
+14,255
+4% +$425K 1.96% 14
2025
Q3 		$11.8M Sell
397,956
-116,213
-23% -$3.38M 1.97% 12
2025
Q2 		$14.4M Buy
514,169
+53,102
+12% +$1.4M 2.86% 8
2025
Q1 		$12.1M Sell
461,067
-5,181
-1% -$144K 2.72% 8
2024
Q4 		$12.9M Buy
466,248
+10,563
+2% +$301K 2.95% 8
2024
Q3 		$12.6M Buy
455,685
+28,218
+7% +$750K 3% 7
2024
Q2 		$11.1M Buy
427,467
+33,633
+9% +$880K 2.75% 8
2024
Q1 		$10.7M Sell
393,834
-378
-0.1% -$9.64K 2.77% 8
2023
Q4 		$9.9M Buy
394,212
+26,874
+7% +$616K 2.71% 7
2023
Q3 		$8.29M Buy
367,338
+141,780
+63% +$3.36M 2.49% 7
2023
Q2 		$5.34M Sell
225,558
-318
-0.1% -$7.17K 1.58% 10
2023
Q1 		$5.11M Sell
225,876
-2,418
-1% -$55.7K 1.64% 11
2022
Q4 		$4.99M Buy
+228,294
New +$5M 1.66% 10

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
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

Pacific Sage Partners's SCHM Position: Q2 2026 in Review

Pacific Sage Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 5% in Q2 2026, buying an estimated $723K and bringing the position to 439,926 shares worth $16.2M. The position accounts for 2.3% of the portfolio, ranked #12.

Pacific Sage Partners first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Pacific Sage Partners held 439,926 shares of Schwab US Mid-Cap ETF worth $16.2M as of Q2 2026.
  • Pacific Sage Partners bought 21,011 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $723K.
  • Schwab US Mid-Cap ETF made up 2.3% of Pacific Sage Partners's portfolio in Q2 2026, its #12 holding.
  • Pacific Sage Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.