Tectonic Advisors
SCHM icon

Tectonic Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tectonic Advisors’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 		$222K Buy
6,538
+24
+0.4% +$850 0.01% 269
2026
Q2 		$240K Buy
6,514
+20
+0.3% +$688 0.01% 270
2026
Q1 		$201K Buy
+6,494
New +$207K 0.01% 267

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Fragasso Financial Advisors
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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Tectonic Advisors's SCHM Position: Q3 2026 in Review

Tectonic Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.37% in Q3 2026, buying an estimated $850 and bringing the position to 6,538 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #269.

Tectonic Advisors first reported a position in SCHM in Q1 2026 and has held it in 3 quarters since. The position peaked at $240K in Q2 2026. 379 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Tectonic Advisors held 6,538 shares of Schwab US Mid-Cap ETF worth $222K as of Q3 2026.
  • Tectonic Advisors bought 24 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $850.
  • Schwab US Mid-Cap ETF made up 0.01% of Tectonic Advisors's portfolio in Q3 2026, its #269 holding.
  • Tectonic Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Tectonic Advisors's Schwab US Mid-Cap ETF position peaked at $240K in Q2 2026.
  • 379 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Tectonic Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.