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

Third View 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 Q3	$1.09M	Buy	+32,037	New	+$1.13M	0.13%	117

Other funds holding SCHM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Third View Private Wealth's SCHM Position: Q3 2026 in Review

Third View Private Wealth opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2026: 32,037 shares worth $1.09M. The stake represents 0.13% of the portfolio and ranks #117 among its holdings.

696 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Third View Private Wealth held 32,037 shares of Schwab US Mid-Cap ETF worth $1.09M as of Q3 2026.
Schwab US Mid-Cap ETF was a new Third View Private Wealth position in Q3 2026.
Schwab US Mid-Cap ETF made up 0.13% of Third View Private Wealth's portfolio in Q3 2026, its #117 holding.
696 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.