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Triumph Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Triumph Capital 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
Q2 		$12.3K Buy
333
+1
+0.3% +$34 ﹤0.01% 1097
2026
Q1 		$10.3K Buy
332
+1
+0.3% +$32 ﹤0.01% 1116
2025
Q4 		$9.95K Buy
+331
New +$9.87K ﹤0.01% 1081

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Triumph Capital Management's SCHM Position: Q2 2026 in Review

Triumph Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.3% in Q2 2026, buying an estimated $34 and bringing the position to 333 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Triumph Capital Management first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Triumph Capital Management held 333 shares of Schwab US Mid-Cap ETF worth $12.3K as of Q2 2026.
  • Triumph Capital Management bought 1 Schwab US Mid-Cap ETF share in Q2 2026, an estimated $34.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1097 holding.
  • Triumph Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.