SWS Partners
SCHM icon

SWS Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SWS Partners’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 		$2.33M Sell
68,402
-1,701
-2% -$60.2K 0.5% 68
2026
Q2 		$2.58M Buy
70,103
+132
+0.2% +$4.54K 0.56% 63
2026
Q1 		$2.17M Sell
69,971
-4,555
-6% -$145K 0.53% 67
2025
Q4 		$2.24M Buy
74,526
+77
+0.1% +$2.3K 0.54% 69
2025
Q3 		$2.21M Sell
74,449
-798
-1% -$23.2K 0.54% 66
2025
Q2 		$2.11M Buy
75,247
+1,809
+2% +$47.7K 0.57% 64
2025
Q1 		$1.92M Sell
73,438
-3,595
-5% -$100K 0.63% 63
2024
Q4 		$2.13M Buy
77,033
+314
+0.4% +$8.95K 0.65% 58
2024
Q3 		$2.12M Sell
76,719
-4,158
-5% -$111K 0.68% 61
2024
Q2 		$2.1M Sell
80,877
-7,002
-8% -$183K 0.63% 64
2024
Q1 		$2.39M Buy
87,879
+20,790
+31% +$530K 0.71% 59
2023
Q4 		$1.68M Buy
67,089
+4,020
+6% +$92.1K 0.55% 71
2023
Q3 		$1.42M Buy
63,069
+8,646
+16% +$205K 0.53% 74
2023
Q2 		$1.29M Sell
54,423
-2,370
-4% -$53.4K 0.46% 81
2023
Q1 		$1.28M Buy
56,793
+3,897
+7% +$89.7K 0.48% 80
2022
Q4 		$1.16M Buy
52,896
+444
+0.8% +$9.7K 0.55% 69
2022
Q3 		$1.06M Buy
+52,452
New +$1.17M 0.49% 77
2021
Q1 		– Sell
-35,793
Closed -$813K – 108
2020
Q4 		$813K Sell
35,793
-1,941
-5% -$40.5K 0.36% 94
2020
Q3 		$698K Buy
+37,734
New +$699K 0.35% 83
2020
Q2 		– Sell
-60,405
Closed -$849K – 105
2020
Q1 		$849K Buy
+60,405
New +$1.11M 0.61% 54
2019
Q3 		$204K Sell
10,389
-396
-4% -$7.48K 0.12% 112
2019
Q2 		$207K Buy
+10,785
New +$202K 0.13% 114
2018
Q4 		– Sell
-17,082
Closed -$329K – 104
2018
Q3 		$329K Sell
17,082
-459
-3% -$8.74K 0.21% 78
2018
Q2 		$321K Sell
17,541
-654
-4% -$11.8K 0.23% 73
2018
Q1 		$313K Buy
18,195
+16,692
+1,111% +$300K 0.23% 62
2017
Q4 		$27K Buy
+1,503
New +$25.9K 0.02% 198

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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

SWS Partners's SCHM Position: Q3 2026 in Review

SWS Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.4% in Q3 2026, selling an estimated $60.2K and leaving 68,402 shares worth $2.33M. The position accounts for 0.5% of the portfolio, ranked #68.

SWS Partners first reported a position in SCHM in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.58M in Q2 2026. 786 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • SWS Partners held 68,402 shares of Schwab US Mid-Cap ETF worth $2.33M as of Q3 2026.
  • SWS Partners sold 1,701 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $60.2K.
  • Schwab US Mid-Cap ETF made up 0.5% of SWS Partners's portfolio in Q3 2026, its #68 holding.
  • SWS Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 26 quarters since.
  • SWS Partners's Schwab US Mid-Cap ETF position peaked at $2.58M in Q2 2026.
  • 786 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.