Parkshore Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Parkshore Wealth Management’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	$486K	Sell	14,279 -776	-5%	-$27.5K	0.12%	45
2026 Q2	$555K	Sell	15,055 -2,205	-13%	-$75.9K	0.16%	43
2026 Q1	$534K	Sell	17,260 -1,992	-10%	-$63.4K	0.18%	44
2025 Q4	$579K	Buy	19,252 +82	+0.4%	+$2.44K	0.22%	41
2025 Q3	$568K	Buy	19,170 +9	+0%	+$262	0.23%	40
2025 Q2	$537K	Sell	19,161 -1,345	-7%	-$35.5K	0.26%	40
2025 Q1	$537K	Buy	20,506 +7	+0%	+$195	0.31%	37
2024 Q4	$568K	Buy	+20,499	New	+$584K	0.34%	38

Other funds holding SCHM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Parkshore Wealth Management's SCHM Position: Q3 2026 in Review

Parkshore Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.2% in Q3 2026, selling an estimated $27.5K and leaving 14,279 shares worth $486K. The position accounts for 0.12% of the portfolio, ranked #45.

Parkshore Wealth Management first reported a position in SCHM in Q4 2024 and has held it in 8 quarters since. The position peaked at $579K in Q4 2025. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Parkshore Wealth Management held 14,279 shares of Schwab US Mid-Cap ETF worth $486K as of Q3 2026.
Parkshore Wealth Management sold 776 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $27.5K.
Schwab US Mid-Cap ETF made up 0.12% of Parkshore Wealth Management's portfolio in Q3 2026, its #45 holding.
Parkshore Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Schwab US Mid-Cap ETF position peaked at $579K in Q4 2025.
691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.