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Pin Oak Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pin Oak Investment Advisors’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 		$20K Hold
540
– – 0.01% 314
2026
Q1 		$17K Hold
540
– – 0.01% 324
2025
Q4 		$18K Buy
+540
New +$16.1K 0.01% 329

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MGIA
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Pin Oak Investment Advisors's SCHM Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 540 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #314.

Pin Oak Investment Advisors first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Pin Oak Investment Advisors held 540 shares of Schwab US Mid-Cap ETF worth $20K as of Q2 2026.
  • Pin Oak Investment Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #314 holding.
  • Pin Oak Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.