TPG Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TPG Advisors’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	$726K	Buy	21,334 +100	+0.5%	+$3.54K	0.39%	47
2026 Q2	$783K	Sell	21,234 -116	-0.5%	-$3.99K	0.43%	44
2026 Q1	$661K	Buy	21,350 +440	+2%	+$14K	0.41%	45
2025 Q4	$629K	Sell	20,910 -253	-1%	-$7.54K	0.39%	43
2025 Q3	$627K	Sell	21,163 -2,524	-11%	-$73.5K	0.41%	44
2025 Q2	$664K	Sell	23,687 -240	-1%	-$6.33K	0.48%	41
2025 Q1	$627K	Sell	23,927 -285	-1%	-$7.94K	0.49%	37
2024 Q4	$671K	Buy	24,212 +1,508	+7%	+$43K	0.52%	37
2024 Q3	$629K	Sell	22,704 -45	-0.2%	-$1.2K	0.49%	38
2024 Q2	$590K	Buy	+22,749	New	+$595K	0.5%	39

Other funds holding SCHM

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

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TPG Advisors's SCHM Position: Q3 2026 in Review

TPG Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.47% in Q3 2026, buying an estimated $3.54K and bringing the position to 21,334 shares worth $726K. The position accounts for 0.39% of the portfolio, ranked #47.

TPG Advisors first reported a position in SCHM in Q2 2024 and has held it in 10 quarters since. The position peaked at $783K in Q2 2026. 349 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

TPG Advisors held 21,334 shares of Schwab US Mid-Cap ETF worth $726K as of Q3 2026.
TPG Advisors bought 100 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $3.54K.
Schwab US Mid-Cap ETF made up 0.39% of TPG Advisors's portfolio in Q3 2026, its #47 holding.
TPG Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
TPG Advisors's Schwab US Mid-Cap ETF position peaked at $783K in Q2 2026.
349 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on TPG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.