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Sunburst Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sunburst Financial Group’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 		$1.95M Buy
57,249
+391
+0.7% +$13.8K 0.31% 40
2026
Q2 		$2.1M Sell
56,858
-791
-1% -$27.2K 0.34% 39
2026
Q1 		$1.78M Sell
57,649
-11,811
-17% -$376K 0.33% 40
2025
Q4 		$2.09M Buy
69,460
+48
+0.1% +$1.43K 0.42% 32
2025
Q3 		$2.06M Sell
69,412
-1,035
-1% -$30.1K 0.43% 31
2025
Q2 		$1.98M Sell
70,447
-669
-0.9% -$17.6K 0.44% 31
2025
Q1 		$1.86M Sell
71,116
-2,407
-3% -$67K 0.46% 30
2024
Q4 		$2.04M Sell
73,523
-4,147
-5% -$118K 0.5% 30
2024
Q3 		$2.15M Sell
77,670
-312
-0.4% -$8.3K 0.55% 29
2024
Q2 		$2.02M Sell
77,982
-6,366
-8% -$167K 0.55% 29
2024
Q1 		$2.28M Sell
84,348
-777
-0.9% -$19.8K 0.64% 28
2023
Q4 		$2.14M Sell
85,125
-7,647
-8% -$175K 0.66% 25
2023
Q3 		$2.09M Sell
92,772
-1,014
-1% -$24K 0.74% 24
2023
Q2 		$2.22M Buy
93,786
+3,111
+3% +$70.1K 0.77% 25
2023
Q1 		$2.05M Sell
90,675
-2,043
-2% -$47K 0.76% 27
2022
Q4 		$2.03M Buy
92,718
+44,391
+92% +$973K 0.81% 24
2022
Q3 		$975K Buy
48,327
+1,659
+4% +$37K 0.47% 30
2022
Q2 		$976K Sell
46,668
-6,435
-12% -$148K 0.47% 30
2022
Q1 		$1.34M Buy
53,103
+5,079
+11% +$127K 0.66% 22
2021
Q4 		$1.29M Buy
48,024
+31,386
+189% +$837K 0.65% 20
2021
Q3 		$425K Hold
16,638
– – 0.26% 43
2021
Q2 		$434K Sell
16,638
-534
-3% -$13.8K 0.28% 43
2021
Q1 		$426K Hold
17,172
– – 0.3% 41
2020
Q4 		$390K Hold
17,172
– – 0.29% 40
2020
Q3 		$318K Sell
17,172
-141
-0.8% -$2.61K 0.27% 42
2020
Q2 		$304K Sell
17,313
-15,738
-48% -$257K 0.28% 42
2020
Q1 		$464K Buy
33,051
+3,519
+12% +$64.4K 0.49% 26
2019
Q4 		$592K Buy
+29,532
New +$572K 0.52% 22

Other funds holding SCHM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Sunburst Financial Group's SCHM Position: Q3 2026 in Review

Sunburst Financial Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.69% in Q3 2026, buying an estimated $13.8K and bringing the position to 57,249 shares worth $1.95M. The position accounts for 0.31% of the portfolio, ranked #40.

Sunburst Financial Group first reported a position in SCHM in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.28M in Q1 2024. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Sunburst Financial Group held 57,249 shares of Schwab US Mid-Cap ETF worth $1.95M as of Q3 2026.
  • Sunburst Financial Group bought 391 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $13.8K.
  • Schwab US Mid-Cap ETF made up 0.31% of Sunburst Financial Group's portfolio in Q3 2026, its #40 holding.
  • Sunburst Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Sunburst Financial Group's Schwab US Mid-Cap ETF position peaked at $2.28M in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.