Talon Private Wealth
SCHM icon

Talon Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Talon Private Wealth’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 		$1.25K Sell
34
-1
-3% -$34 ﹤0.01% 225
2026
Q1 		$1.08K Buy
+35
New +$1.11K ﹤0.01% 183

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Talon Private Wealth's SCHM Position: Q2 2026 in Review

Talon Private Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.9% in Q2 2026, selling an estimated $34 and leaving 34 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Talon Private Wealth first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,078 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Talon Private Wealth held 34 shares of Schwab US Mid-Cap ETF worth $1.25K as of Q2 2026.
  • Talon Private Wealth sold 1 Schwab US Mid-Cap ETF share in Q2 2026, an estimated $34.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2026, its #225 holding.
  • Talon Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.