Steele Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Steele Capital Management’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	$5.57M	Hold	151,201	–	–	0.21%	50
2026 Q1	$4.68M	Hold	151,201	–	–	0.19%	53
2025 Q4	$4.55M	Buy	151,201 +3,322	+2%	+$99K	0.2%	49
2025 Q3	$4.38M	Hold	147,879	–	–	0.19%	49
2025 Q2	$4.15M	Hold	147,879	–	–	0.2%	47
2025 Q1	$3.87M	Hold	147,879	–	–	0.2%	46
2024 Q4	$4.1M	Hold	147,879	–	–	0.21%	45
2024 Q3	$4.1M	Hold	147,879	–	–	0.21%	46
2024 Q2	$3.85M	Sell	147,879 -1,350	-0.9%	-$35.3K	0.21%	46
2024 Q1	$4.05M	Hold	149,229	–	–	0.23%	45
2023 Q4	$3.75M	Buy	+149,229	New	+$3.42M	0.24%	44

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Steele Capital Management's SCHM Position: Q2 2026 in Review

Steele Capital Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 151,201 shares worth $5.57M. The position accounts for 0.21% of the portfolio, ranked #50.

Steele Capital Management first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Steele Capital Management held 151,201 shares of Schwab US Mid-Cap ETF worth $5.57M as of Q2 2026.
Steele Capital Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.21% of Steele Capital Management's portfolio in Q2 2026, its #50 holding.
Steele Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.