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

SLT Holdings’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 		$295K Hold
8,000
– – 0.18% 113
2026
Q1 		$248K Sell
8,000
-2,835
-26% -$90.3K 0.17% 112
2025
Q4 		$326K Hold
10,835
– – 0.21% 94
2025
Q3 		$321K Buy
+10,835
New +$315K 0.21% 93

Other funds holding SCHM

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
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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SLT Holdings's SCHM Position: Q2 2026 in Review

SLT Holdings held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 8,000 shares worth $295K. The position accounts for 0.18% of the portfolio, ranked #113.

SLT Holdings first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $326K in Q4 2025. 462 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • SLT Holdings held 8,000 shares of Schwab US Mid-Cap ETF worth $295K as of Q2 2026.
  • SLT Holdings left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.18% of SLT Holdings's portfolio in Q2 2026, its #113 holding.
  • SLT Holdings first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • SLT Holdings's Schwab US Mid-Cap ETF position peaked at $326K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on SLT Holdings's 13F filing for Q2 2026, filed 17 Jul 2026.