PCA Investment Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

PCA Investment Advisory Services's SCHM Position: Q2 2026 in Review

PCA Investment Advisory Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 17% in Q2 2026, selling an estimated $541K and leaving 76,573 shares worth $2.82M. The position accounts for 0.79% of the portfolio, ranked #28.

PCA Investment Advisory Services first reported a position in SCHM in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.28M in Q1 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

• PCA Investment Advisory Services held 76,573 shares of Schwab US Mid-Cap ETF worth $2.82M as of Q2 2026.
• PCA Investment Advisory Services sold 15,706 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $541K.
• Schwab US Mid-Cap ETF made up 0.79% of PCA Investment Advisory Services's portfolio in Q2 2026, its #28 holding.
• PCA Investment Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
• PCA Investment Advisory Services's Schwab US Mid-Cap ETF position peaked at $3.28M in Q1 2024.
• 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.