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

Seek First’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	$1.77M	Sell	52,146 -708	-1%	-$25.1K	1.14%	17
2026 Q2	$1.95M	Sell	52,854 -1,305	-2%	-$44.9K	1.23%	16
2026 Q1	$1.68M	Buy	54,159 +361	+0.7%	+$11.5K	1.18%	17
2025 Q4	$1.62M	Buy	53,798 +235	+0.4%	+$7K	1.12%	18
2025 Q3	$1.59M	Buy	53,563 +227	+0.4%	+$6.61K	1.14%	16
2025 Q2	$1.5M	Buy	53,336 +192	+0.4%	+$5.06K	1.21%	16
2025 Q1	$1.39M	Buy	+53,144	New	+$1.48M	1.24%	16

Other funds holding SCHM

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Seek First's SCHM Position: Q3 2026 in Review

Seek First reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q3 2026, selling an estimated $25.1K and leaving 52,146 shares worth $1.77M. The position accounts for 1.14% of the portfolio, ranked #17.

Seek First first reported a position in SCHM in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.95M in Q2 2026. 519 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Seek First held 52,146 shares of Schwab US Mid-Cap ETF worth $1.77M as of Q3 2026.
Seek First sold 708 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $25.1K.
Schwab US Mid-Cap ETF made up 1.14% of Seek First's portfolio in Q3 2026, its #17 holding.
Seek First first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 7 quarters since.
Seek First's Schwab US Mid-Cap ETF position peaked at $1.95M in Q2 2026.
519 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.