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Pine Valley Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pine Valley Investments’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 		$2.23M Sell
60,609
-511
-0.8% -$17.6K 0.09% 209
2026
Q1 		$1.89M Buy
61,120
+7,327
+14% +$233K 0.09% 217
2025
Q4 		$1.62M Sell
53,793
-18,738
-26% -$559K 0.08% 221
2025
Q3 		$2.15M Buy
72,531
+2,377
+3% +$69.2K 0.11% 185
2025
Q2 		$1.97M Buy
70,154
+2,565
+4% +$67.7K 0.11% 189
2025
Q1 		$1.77M Buy
67,589
+17,379
+35% +$484K 0.11% 195
2024
Q4 		$1.39M Buy
50,210
+6,284
+14% +$179K 0.08% 209
2024
Q3 		$1.22M Sell
43,926
-4,602
-9% -$122K 0.07% 220
2024
Q2 		$1.26M Buy
48,528
+219
+0.5% +$5.73K 0.08% 209
2024
Q1 		$1.31M Buy
48,309
+7,476
+18% +$191K 0.09% 205
2023
Q4 		$1.03M Buy
40,833
+5,877
+17% +$135K 0.07% 210
2023
Q3 		$789K Sell
34,956
-2,607
-7% -$61.8K 0.07% 228
2023
Q2 		$889K Buy
+37,563
New +$847K 0.09% 202

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Pine Valley Investments's SCHM Position: Q2 2026 in Review

Pine Valley Investments reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.84% in Q2 2026, selling an estimated $17.6K and leaving 60,609 shares worth $2.23M. The position accounts for 0.09% of the portfolio, ranked #209.

Pine Valley Investments first reported a position in SCHM in Q2 2023 and has held it in 13 quarters since. 664 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Pine Valley Investments held 60,609 shares of Schwab US Mid-Cap ETF worth $2.23M as of Q2 2026.
  • Pine Valley Investments sold 511 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $17.6K.
  • Schwab US Mid-Cap ETF made up 0.09% of Pine Valley Investments's portfolio in Q2 2026, its #209 holding.
  • Pine Valley Investments first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 664 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.