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Tilia Fiduciary Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tilia Fiduciary Partners’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 		$423K Buy
12,431
+56
+0.5% +$1.98K 0.19% 82
2026
Q2 		$456K Sell
12,375
-272
-2% -$9.36K 0.22% 85
2026
Q1 		$392K Buy
12,647
+17
+0.1% +$541 0.22% 87
2025
Q4 		$380K Sell
12,630
-464
-4% -$13.8K 0.21% 86
2025
Q3 		$388K Sell
13,094
-2,116
-14% -$61.6K 0.22% 84
2025
Q2 		$427K Sell
15,210
-62
-0.4% -$1.64K 0.26% 80
2025
Q1 		$400K Buy
15,272
+347
+2% +$9.66K 0.27% 83
2024
Q4 		$414K Buy
14,925
+87
+0.6% +$2.48K 0.28% 80
2024
Q3 		$411K Sell
14,838
-312
-2% -$8.3K 0.28% 75
2024
Q2 		$393K Sell
15,150
-300
-2% -$7.85K 0.31% 76
2024
Q1 		$419K Sell
15,450
-618
-4% -$15.8K 0.34% 74
2023
Q4 		$403K Buy
16,068
+312
+2% +$7.15K 0.38% 73
2023
Q3 		$355K Buy
15,756
+21
+0.1% +$498 0.37% 71
2023
Q2 		$373K Sell
15,735
-42
-0.3% -$947 0.33% 71
2023
Q1 		$357K Buy
15,777
+396
+3% +$9.12K 0.34% 76
2022
Q4 		$336K Sell
15,381
-141
-0.9% -$3.09K 0.32% 82
2022
Q3 		$320K Sell
15,522
-603
-4% -$13.5K 0.32% 79
2022
Q2 		$341K Buy
16,125
+318
+2% +$7.34K 0.33% 77
2022
Q1 		$400K Sell
15,807
-600
-4% -$15K 0.34% 75
2021
Q4 		$440K Buy
+16,407
New +$438K 0.35% 74

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

Tilia Fiduciary Partners's SCHM Position: Q3 2026 in Review

Tilia Fiduciary Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.45% in Q3 2026, buying an estimated $1.98K and bringing the position to 12,431 shares worth $423K. The position accounts for 0.19% of the portfolio, ranked #82.

Tilia Fiduciary Partners first reported a position in SCHM in Q4 2021 and has held it in 20 quarters since. The position peaked at $456K in Q2 2026. 63 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Tilia Fiduciary Partners held 12,431 shares of Schwab US Mid-Cap ETF worth $423K as of Q3 2026.
  • Tilia Fiduciary Partners bought 56 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $1.98K.
  • Schwab US Mid-Cap ETF made up 0.19% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #82 holding.
  • Tilia Fiduciary Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Tilia Fiduciary Partners's Schwab US Mid-Cap ETF position peaked at $456K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.