Texas Yale Capital Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Texas Yale Capital Corp’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	$7.06M	Buy	191,530 +1,862	+1%	+$64.1K	0.15%	82
2026 Q1	$5.87M	Buy	189,668 +5,814	+3%	+$185K	0.17%	84
2025 Q4	$5.53M	Sell	183,854 -285	-0.2%	-$8.5K	0.17%	88
2025 Q3	$5.46M	Buy	184,139 +6,545	+4%	+$191K	0.17%	88
2025 Q2	$4.98M	Sell	177,594 -47,878	-21%	-$1.26M	0.16%	84
2025 Q1	$5.91M	Buy	225,472 +27,155	+14%	+$756K	0.24%	66
2024 Q4	$5.5M	Buy	198,317 +9,872	+5%	+$281K	0.22%	74
2024 Q3	$5.22M	Buy	188,445 +17,415	+10%	+$463K	0.23%	77
2024 Q2	$4.44M	Buy	171,030 +726	+0.4%	+$19K	0.21%	87
2024 Q1	$4.62M	Buy	170,304 +342	+0.2%	+$8.72K	0.21%	84
2023 Q4	$4.27M	Sell	169,962 -315	-0.2%	-$7.22K	0.2%	79
2023 Q3	$3.84M	Sell	170,277 -13,335	-7%	-$316K	0.17%	78
2023 Q2	$4.35M	Sell	183,612 -62,973	-26%	-$1.42M	0.2%	73
2023 Q1	$5.58M	Buy	246,585 +570	+0.2%	+$13.1K	0.28%	57
2022 Q4	$5.38M	Sell	246,015 -2,832	-1%	-$62.1K	0.31%	54
2022 Q3	$5.02M	Buy	248,847 +1,614	+0.7%	+$36K	0.32%	51
2022 Q2	$5.17M	Sell	247,233 -12,831	-5%	-$296K	0.33%	50
2022 Q1	$6.58M	Buy	260,064 +7,224	+3%	+$181K	0.36%	54
2021 Q4	$6.78M	Buy	252,840 +3,648	+1%	+$97.3K	0.34%	57
2021 Q3	$6.37M	Buy	249,192 +34,776	+16%	+$909K	0.36%	58
2021 Q2	$5.59M	Buy	214,416 +6,882	+3%	+$178K	0.32%	64
2021 Q1	$5.15M	Buy	207,534 +3,375	+2%	+$81.9K	0.32%	65
2020 Q4	$4.64M	Buy	204,159 +5,034	+3%	+$105K	0.31%	67
2020 Q3	$3.68M	Sell	199,125 -1,194	-0.6%	-$22.1K	0.28%	72
2020 Q2	$3.51M	Buy	200,319 +12,579	+7%	+$205K	0.29%	76
2020 Q1	$2.64M	Sell	187,740 -110,820	-37%	-$2.03M	0.26%	90
2019 Q4	$5.99M	Buy	298,560 +591	+0.2%	+$11.4K	0.41%	44
2019 Q3	$5.62M	Buy	297,969 +216	+0.1%	+$4.08K	0.4%	43
2019 Q2	$5.67M	Sell	297,753 -295,677	-50%	-$5.53M	0.42%	43
2019 Q1	$11M	Buy	593,430 +299,889	+102%	+$5.36M	0.44%	43
2018 Q4	$4.69M	Buy	293,541 +16,617	+6%	+$290K	0.42%	45
2018 Q3	$5.34M	Buy	276,924 +14,394	+5%	+$274K	0.43%	40
2018 Q2	$4.8M	Buy	262,530 +25,338	+11%	+$458K	0.41%	40
2018 Q1	$4.18M	Buy	237,192 +1,272	+0.5%	+$22.8K	0.36%	48
2017 Q4	$4.19M	Buy	235,920 +20,469	+10%	+$353K	0.36%	53
2017 Q3	$3.6M	Buy	215,451 +45,144	+27%	+$734K	0.31%	60
2017 Q2	$2.73M	Buy	170,307 +70,353	+70%	+$1.12M	0.24%	73
2017 Q1	$1.58M	Buy	99,954 +53,796	+117%	+$838K	0.14%	133
2016 Q4	$695K	Buy	+46,158	New	+$675K	0.07%	257

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Texas Yale Capital Corp's SCHM Position: Q2 2026 in Review

Texas Yale Capital Corp increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.98% in Q2 2026, buying an estimated $64.1K and bringing the position to 191,530 shares worth $7.06M. The position accounts for 0.15% of the portfolio, ranked #82.

Texas Yale Capital Corp first reported a position in SCHM in Q4 2016 and has held it in 39 quarters since. The position peaked at $11M in Q1 2019. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Texas Yale Capital Corp held 191,530 shares of Schwab US Mid-Cap ETF worth $7.06M as of Q2 2026.
Texas Yale Capital Corp bought 1,862 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $64.1K.
Schwab US Mid-Cap ETF made up 0.15% of Texas Yale Capital Corp's portfolio in Q2 2026, its #82 holding.
Texas Yale Capital Corp first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
Texas Yale Capital Corp's Schwab US Mid-Cap ETF position peaked at $11M in Q1 2019.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.