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

SeaBridge 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 		$383K Hold
10,380
– – 0.06% 153
2026
Q1 		$321K Hold
10,380
– – 0.05% 154
2025
Q4 		$312K Hold
10,380
– – 0.05% 165
2025
Q3 		$308K Sell
10,380
-10,542
-50% -$307K 0.05% 169
2025
Q2 		$587K Buy
20,922
+17
+0.1% +$448 0.11% 129
2025
Q1 		$548K Buy
20,905
+14
+0.1% +$390 0.12% 131
2024
Q4 		$579K Buy
+20,891
New +$595K 0.12% 132

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

SeaBridge Investment Advisors's SCHM Position: Q2 2026 in Review

SeaBridge Investment Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 10,380 shares worth $383K. The position accounts for 0.06% of the portfolio, ranked #153.

SeaBridge Investment Advisors first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $587K in Q2 2025. 749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • SeaBridge Investment Advisors held 10,380 shares of Schwab US Mid-Cap ETF worth $383K as of Q2 2026.
  • SeaBridge Investment Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.06% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • SeaBridge Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • SeaBridge Investment Advisors's Schwab US Mid-Cap ETF position peaked at $587K in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.