Tradition Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tradition Wealth Management’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	$2.91M	Sell	85,619 -1,616	-2%	-$57.2K	0.17%	112
2026 Q2	$3.22M	Buy	87,235 +208	+0.2%	+$7.16K	0.2%	105
2026 Q1	$2.69M	Sell	87,027 -736	-0.8%	-$23.4K	0.19%	109
2025 Q4	$2.64M	Sell	87,763 -3,065	-3%	-$91.4K	0.19%	109
2025 Q3	$2.69M	Sell	90,828 -678	-0.7%	-$19.7K	0.2%	103
2025 Q2	$2.57M	Buy	91,506 +30	+0%	+$791	0.21%	98
2025 Q1	$2.4M	Buy	91,476 +1,059	+1%	+$29.5K	0.21%	99
2024 Q4	$2.51M	Buy	90,417 +384	+0.4%	+$10.9K	0.22%	96
2024 Q3	$2.49M	Sell	90,033 -2,979	-3%	-$79.2K	0.22%	93
2024 Q2	$2.41M	Sell	93,012 -1,188	-1%	-$31.1K	0.23%	89
2024 Q1	$2.56M	Sell	94,200 -2,778	-3%	-$70.9K	0.26%	80
2023 Q4	$2.44M	Sell	96,978 -5,610	-5%	-$129K	0.25%	72
2023 Q3	$2.31M	Sell	102,588 -1,935	-2%	-$45.8K	0.28%	73
2023 Q2	$2.48M	Sell	104,523 -444	-0.4%	-$10K	0.29%	75
2023 Q1	$2.37M	Sell	104,967 -906	-0.9%	-$20.9K	0.3%	73
2022 Q4	$2.32M	Sell	105,873 -4,572	-4%	-$100K	0.33%	64
2022 Q3	$2.23M	Sell	110,445 -3,384	-3%	-$75.5K	0.33%	68
2022 Q2	$2.38M	Sell	113,829 -936	-0.8%	-$21.6K	0.35%	71
2022 Q1	$2.9M	Sell	114,765 -4,317	-4%	-$108K	0.37%	67
2021 Q4	$3.19M	Sell	119,082 -5,751	-5%	-$153K	0.4%	67
2021 Q3	$3.19M	Sell	124,833 -972	-0.8%	-$25.4K	0.45%	59
2021 Q2	$3.28M	Sell	125,805 -7,698	-6%	-$199K	0.49%	57
2021 Q1	$3.31M	Sell	133,503 -149,958	-53%	-$3.64M	0.57%	57
2020 Q4	$6.44M	Buy	+283,461	New	+$5.91M	1.25%	19

Other funds holding SCHM

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

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

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Tradition Wealth Management's SCHM Position: Q3 2026 in Review

Tradition Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.9% in Q3 2026, selling an estimated $57.2K and leaving 85,619 shares worth $2.91M. The position accounts for 0.17% of the portfolio, ranked #112.

Tradition Wealth Management first reported a position in SCHM in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.44M in Q4 2020. 879 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Tradition Wealth Management held 85,619 shares of Schwab US Mid-Cap ETF worth $2.91M as of Q3 2026.
Tradition Wealth Management sold 1,616 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $57.2K.
Schwab US Mid-Cap ETF made up 0.17% of Tradition Wealth Management's portfolio in Q3 2026, its #112 holding.
Tradition Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
Tradition Wealth Management's Schwab US Mid-Cap ETF position peaked at $6.44M in Q4 2020.
879 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.