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The Wealth Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

The Wealth 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 		$3.53M Buy
102,182
+16
+0% +$566 0.65% 17
2026
Q2 		$3.77M Sell
102,166
-215
-0.2% -$7.4K 0.72% 16
2026
Q1 		$3.16M Sell
102,381
-469
-0.5% -$14.9K 0.72% 16
2025
Q4 		$3.09M Sell
102,850
-2,884
-3% -$86K 0.69% 16
2025
Q3 		$3.13M Sell
105,734
-1,442
-1% -$42K 0.73% 17
2025
Q2 		$3.01M Sell
107,176
-1,331
-1% -$35.1K 0.77% 17
2025
Q1 		$2.84M Sell
108,507
-118
-0.1% -$3.29K 0.83% 15
2024
Q4 		$3.01M Sell
108,625
-272
-0.2% -$7.75K 0.87% 14
2024
Q3 		$3.02M Sell
108,897
-1,116
-1% -$29.7K 0.88% 15
2024
Q2 		$2.85M Sell
110,013
-498
-0.5% -$13K 0.86% 15
2024
Q1 		$2.94M Sell
110,511
-708
-0.6% -$18.1K 0.9% 15
2023
Q4 		$2.76M Buy
+111,219
New +$2.55M 0.91% 16

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

The Wealth Group's SCHM Position: Q3 2026 in Review

The Wealth Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.02% in Q3 2026, buying an estimated $566 and bringing the position to 102,182 shares worth $3.53M. The position accounts for 0.65% of the portfolio, ranked #17.

The Wealth Group first reported a position in SCHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.77M in Q2 2026. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • The Wealth Group held 102,182 shares of Schwab US Mid-Cap ETF worth $3.53M as of Q3 2026.
  • The Wealth Group bought 16 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $566.
  • Schwab US Mid-Cap ETF made up 0.65% of The Wealth Group's portfolio in Q3 2026, its #17 holding.
  • The Wealth Group first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's Schwab US Mid-Cap ETF position peaked at $3.77M in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.