tru Independence’s Schwab US Mid-Cap ETF SCHM Stock Holding History

tru Independence’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	$203K	Hold	5,971	–	–	0.09%	108
2026 Q2	$220K	Buy	+5,971	New	+$206K	0.1%	99
2021 Q2	–	Sell	-57,069	Closed	-$1.42M	–	358
2021 Q1	$1.42M	Buy	+57,069	New	+$1.38M	0.27%	84
2020 Q4	–	Sell	-65,319	Closed	-$1.21M	–	820
2020 Q3	$1.21M	Buy	+65,319	New	+$1.21M	0.34%	65
2020 Q1	–	Sell	-5,766	Closed	-$81K	–	877
2019 Q4	$81K	Buy	+5,766	New	+$112K	0.01%	327

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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

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

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

tru Independence's SCHM Position: Q3 2026 in Review

tru Independence held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 5,971 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #108.

tru Independence first reported a position in SCHM in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.42M in Q1 2021. 443 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

tru Independence held 5,971 shares of Schwab US Mid-Cap ETF worth $203K as of Q3 2026.
tru Independence left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
Schwab US Mid-Cap ETF made up 0.09% of tru Independence's portfolio in Q3 2026, its #108 holding.
tru Independence first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 5 quarters since.
tru Independence's Schwab US Mid-Cap ETF position peaked at $1.42M in Q1 2021.
443 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.