Toth Financial Advisory
SCHM icon

Toth Financial Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Toth Financial Advisory’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 		– Sell
-6
Closed -$222 – 1086
2026
Q2 		$222 Buy
+6
New +$207 ﹤0.01% 868
2025
Q4 		– Sell
-642
Closed -$19K – 975
2025
Q3 		$19K Buy
+642
New +$18.7K ﹤0.01% 473

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Fragasso Financial Advisors
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LPL Financial
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Prime Capital Investment Advisors
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93 Financial Group
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Toth Financial Advisory's SCHM Position: Q3 2026 in Review

Toth Financial Advisory sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2026, closing a stake of 6 shares — an estimated $222 sold.

Toth Financial Advisory first reported a position in SCHM in Q3 2025 and held it in 2 quarters. The position peaked at $19K in Q3 2025. 702 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Toth Financial Advisory reported no remaining Schwab US Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 6 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $222.
  • Toth Financial Advisory first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Toth Financial Advisory's Schwab US Mid-Cap ETF position peaked at $19K in Q3 2025.
  • 702 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.