Patrick M. Sweeney & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Patrick M. Sweeney & Associates’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	$496K	Buy	14,586 +529	+4%	+$18.7K	0.28%	87
2026 Q2	$518K	Buy	14,057 +1,100	+8%	+$37.9K	0.3%	84
2026 Q1	$401K	Buy	12,957 +226	+2%	+$7.2K	0.26%	97
2025 Q4	$383K	Buy	12,731 +731	+6%	+$21.8K	0.24%	99
2025 Q3	$356K	Buy	12,000 +601	+5%	+$17.5K	0.23%	103
2025 Q2	$327K	Buy	11,399 +526	+5%	+$13.9K	0.23%	111
2025 Q1	$285K	Buy	10,873 +1	+0%	+$28	0.21%	117
2024 Q4	$301K	Buy	10,872 +180	+2%	+$5.13K	0.23%	113
2024 Q3	$296K	Buy	10,692 +1,671	+19%	+$44.4K	0.22%	116
2024 Q2	$224K	Buy	9,021 +960	+12%	+$25.1K	0.18%	127
2024 Q1	$219K	Buy	+8,061	New	+$206K	0.18%	130

Other funds holding SCHM

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

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Patrick M. Sweeney & Associates's SCHM Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.8% in Q3 2026, buying an estimated $18.7K and bringing the position to 14,586 shares worth $496K. The position accounts for 0.28% of the portfolio, ranked #87.

Patrick M. Sweeney & Associates first reported a position in SCHM in Q1 2024 and has held it in 11 quarters since. The position peaked at $518K in Q2 2026. 528 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Patrick M. Sweeney & Associates held 14,586 shares of Schwab US Mid-Cap ETF worth $496K as of Q3 2026.
Patrick M. Sweeney & Associates bought 529 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $18.7K.
Schwab US Mid-Cap ETF made up 0.28% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #87 holding.
Patrick M. Sweeney & Associates first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's Schwab US Mid-Cap ETF position peaked at $518K in Q2 2026.
528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.