Sachetta’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sachetta’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	$957K	Sell	25,959 -343	-1%	-$11.8K	0.47%	39
2026 Q1	$814K	Buy	26,302 +583	+2%	+$18.6K	0.44%	40
2025 Q4	$773K	Sell	25,719 -733	-3%	-$21.9K	0.42%	45
2025 Q3	$784K	Sell	26,452 -1,608	-6%	-$46.8K	0.29%	70
2025 Q2	$787K	Buy	28,060 +3	+0%	+$79	0.31%	69
2025 Q1	$735K	Sell	28,057 -1,068	-4%	-$29.7K	0.3%	71
2024 Q4	$807K	Sell	29,125 -521	-2%	-$14.8K	0.32%	72
2024 Q3	$821K	Sell	29,646 -435	-1%	-$11.6K	0.33%	68
2024 Q2	$809K	Sell	30,081 -1,440	-5%	-$37.7K	0.35%	64
2024 Q1	$791K	Hold	31,521	–	–	0.38%	55
2023 Q4	$791K	Buy	+31,521	New	+$722K	0.38%	55

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Sachetta's SCHM Position: Q2 2026 in Review

Sachetta reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q2 2026, selling an estimated $11.8K and leaving 25,959 shares worth $957K. The position accounts for 0.47% of the portfolio, ranked #39.

Sachetta first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 259 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Sachetta held 25,959 shares of Schwab US Mid-Cap ETF worth $957K as of Q2 2026.
Sachetta sold 343 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $11.8K.
Schwab US Mid-Cap ETF made up 0.47% of Sachetta's portfolio in Q2 2026, its #39 holding.
Sachetta first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
259 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.