SeaCrest Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.04M | Sell |
82,545
-442
| -0.5% | -$15.2K | 0.34% | 52 |
|
|
2026
Q1 | $2.57M | Sell |
82,987
-6,005
| -7% | -$191K | 0.27% | 67 |
|
|
2025
Q4 | $2.77M | Sell |
88,992
-1,543
| -2% | -$46K | 0.28% | 65 |
|
|
2025
Q3 | $2.72M | Buy |
90,535
+281
| +0.3% | +$8.18K | 0.29% | 63 |
|
|
2025
Q2 | $2.53M | Sell |
90,254
-5,764
| -6% | -$152K | 0.27% | 68 |
|
|
2025
Q1 | $2.52M | Buy |
96,018
+3,847
| +4% | +$107K | 0.28% | 60 |
|
|
2024
Q4 | $2.55M | Buy |
92,171
+1,271
| +1% | +$36.2K | 0.27% | 61 |
|
|
2024
Q3 | $2.52M | Buy |
90,900
+378
| +0.4% | +$10.1K | 0.27% | 62 |
|
|
2024
Q2 | $2.35M | Buy |
90,522
+6,138
| +7% | +$161K | 0.27% | 59 |
|
|
2024
Q1 | $2.29M | Buy |
84,384
+261
| +0.3% | +$6.66K | 0.28% | 58 |
|
|
2023
Q4 | $2.06M | Sell |
84,123
-5,127
| -6% | -$117K | 0.25% | 71 |
|
|
2023
Q3 | $2.01M | Buy |
89,250
+1,680
| +2% | +$39.8K | 0.26% | 73 |
|
|
2023
Q2 | $2.07M | Sell |
87,570
-432
| -0.5% | -$9.74K | 0.26% | 72 |
|
|
2023
Q1 | $1.99M | Sell |
88,002
-591
| -0.7% | -$13.6K | 0.27% | 74 |
|
|
2022
Q4 | $1.94M | Sell |
88,593
-630
| -0.7% | -$13.8K | 0.28% | 72 |
|
|
2022
Q3 | $1.8M | Buy |
89,223
+519
| +0.6% | +$11.6K | 0.27% | 68 |
|
|
2022
Q2 | $1.85M | Buy |
88,704
+381
| +0.4% | +$8.79K | 0.23% | 76 |
|
|
2022
Q1 | $2.23M | Sell |
88,323
-45
| -0.1% | -$1.13K | 0.26% | 66 |
|
|
2021
Q4 | $2.37M | Sell |
88,368
-7,212
| -8% | -$192K | 0.26% | 68 |
|
|
2021
Q3 | $2.44M | Sell |
95,580
-10,704
| -10% | -$280K | 0.29% | 67 |
|
|
2021
Q2 | $2.77M | Buy |
106,284
+4,077
| +4% | +$105K | 0.33% | 62 |
|
|
2021
Q1 | $2.54M | Sell |
102,207
-2,184
| -2% | -$53K | 0.34% | 61 |
|
|
2020
Q4 | $2.37M | Buy |
104,391
+2,331
| +2% | +$48.6K | 0.33% | 65 |
|
|
2020
Q3 | $1.89M | Sell |
102,060
-4,266
| -4% | -$79K | 0.3% | 71 |
|
|
2020
Q2 | $1.86M | Sell |
106,326
-4,641
| -4% | -$75.6K | 0.32% | 66 |
|
|
2020
Q1 | $1.56M | Sell |
110,967
-7,719
| -7% | -$141K | 0.34% | 67 |
|
|
2019
Q4 | $2.38M | Buy |
118,686
+6,192
| +6% | +$120K | 0.4% | 57 |
|
|
2019
Q3 | $2.12M | Sell |
112,494
-2,631
| -2% | -$49.7K | 0.4% | 59 |
|
|
2019
Q2 | $2.19M | Sell |
115,125
-9
| -0% | -$168 | 0.45% | 48 |
|
|
2019
Q1 | $2.13M | Buy |
115,134
+1,431
| +1% | +$25.6K | 0.36% | 55 |
|
|
2018
Q4 | $1.82M | Sell |
113,703
-3,831
| -3% | -$66.9K | 0.37% | 50 |
|
|
2018
Q3 | $2.27M | Buy |
117,534
+19,041
| +19% | +$363K | 0.38% | 48 |
|
|
2018
Q2 | $1.8M | Sell |
98,493
-2,856
| -3% | -$51.7K | 0.32% | 57 |
|
|
2018
Q1 | $1.79M | Buy |
101,349
+1,548
| +2% | +$27.8K | 0.33% | 60 |
|
|
2017
Q4 | $1.77M | Buy |
+99,801
| New | +$1.72M | 0.32% | 59 |
|
Other funds holding SCHM
MGIA
AA
LWMT
SeaCrest Wealth Management's SCHM Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.53% in Q2 2026, selling an estimated $15.2K and leaving 82,545 shares worth $3.04M. The position accounts for 0.34% of the portfolio, ranked #52.
SeaCrest Wealth Management first reported a position in SCHM in Q4 2017 and has held it in 35 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- SeaCrest Wealth Management held 82,545 shares of Schwab US Mid-Cap ETF worth $3.04M as of Q2 2026.
- SeaCrest Wealth Management sold 442 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $15.2K.
- Schwab US Mid-Cap ETF made up 0.34% of SeaCrest Wealth Management's portfolio in Q2 2026, its #52 holding.
- SeaCrest Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.