Powers Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Powers Advisory Group’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	$6.5M	Buy	191,018 +9,277	+5%	+$328K	1.97%	14
2026 Q2	$6.7M	Buy	181,741 +1,571	+0.9%	+$54.1K	2.1%	13
2026 Q1	$5.58M	Buy	180,170 +2,563	+1%	+$81.6K	1.97%	14
2025 Q4	$5.34M	Buy	177,607 +2,914	+2%	+$86.9K	2.01%	15
2025 Q3	$5.18M	Buy	174,693 +5,395	+3%	+$157K	2.06%	15
2025 Q2	$4.75M	Buy	169,298 +4,585	+3%	+$121K	2.09%	13
2025 Q1	$4.32M	Buy	164,713 +5,101	+3%	+$142K	2.06%	13
2024 Q4	$4.42M	Buy	159,612 +2,220	+1%	+$63.3K	2.21%	13
2024 Q3	$4.36M	Buy	157,392 +2,637	+2%	+$70.1K	2.17%	14
2024 Q2	$4.01M	Buy	154,755 +10,119	+7%	+$265K	2.19%	13
2024 Q1	$3.93M	Buy	144,636 +3,369	+2%	+$85.9K	2.24%	13
2023 Q4	$3.55M	Buy	141,267 +2,475	+2%	+$56.7K	2.19%	14
2023 Q3	$3.13M	Buy	138,792 +6,255	+5%	+$148K	2.13%	13
2023 Q2	$3.14M	Buy	132,537 +3,723	+3%	+$83.9K	2.08%	13
2023 Q1	$2.91M	Buy	128,814 +4,914	+4%	+$113K	2.04%	14
2022 Q4	$2.71M	Sell	123,900 -204	-0.2%	-$4.47K	2%	14
2022 Q3	$2.5M	Buy	124,104 +6,129	+5%	+$137K	2%	14
2022 Q2	$2.47M	Buy	117,975 +900	+0.8%	+$20.8K	1.9%	14
2022 Q1	$2.96M	Buy	117,075 +10,641	+10%	+$267K	2.06%	14
2021 Q4	$2.85M	Buy	+106,434	New	+$2.84M	2.01%	13

Other funds holding SCHM

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

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

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FPN

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Powers Advisory Group's SCHM Position: Q3 2026 in Review

Powers Advisory Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 5.1% in Q3 2026, buying an estimated $328K and bringing the position to 191,018 shares worth $6.5M. The position accounts for 1.97% of the portfolio, ranked #14.

Powers Advisory Group first reported a position in SCHM in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.7M in Q2 2026. 243 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Powers Advisory Group held 191,018 shares of Schwab US Mid-Cap ETF worth $6.5M as of Q3 2026.
Powers Advisory Group bought 9,277 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $328K.
Schwab US Mid-Cap ETF made up 1.97% of Powers Advisory Group's portfolio in Q3 2026, its #14 holding.
Powers Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
Powers Advisory Group's Schwab US Mid-Cap ETF position peaked at $6.7M in Q2 2026.
243 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.