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

Unique Wealth’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	-5,514	Closed	-$203K	–	219
2026 Q2	$203K	Buy	+5,514	New	+$190K	0.02%	201
2026 Q1	–	Sell	-7,237	Closed	-$218K	–	210
2025 Q4	$218K	Hold	7,237	–	–	0.03%	178
2025 Q3	$215K	Hold	7,237	–	–	0.03%	173
2025 Q2	$203K	Buy	+7,237	New	+$191K	0.03%	172
2025 Q1	–	Sell	-8,877	Closed	-$246K	–	168
2024 Q4	$246K	Hold	8,877	–	–	0.05%	125
2024 Q3	$246K	Sell	8,877 -1,857	-17%	-$49.4K	0.06%	104
2024 Q2	$278K	Hold	10,734	–	–	0.07%	81
2024 Q1	$291K	Hold	10,734	–	–	0.08%	78
2023 Q4	$269K	Hold	10,734	–	–	0.09%	69
2023 Q3	$242K	Hold	10,734	–	–	0.1%	73
2023 Q2	$254K	Buy	+10,734	New	+$242K	0.11%	65

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

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

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

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

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

Unique Wealth's SCHM Position: Q3 2026 in Review

Unique Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2026, closing a stake of 5,514 shares — an estimated $203K sold.

Unique Wealth first reported a position in SCHM in Q2 2023 and held it in 11 quarters. The position peaked at $291K in Q1 2024. 513 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Unique Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
Unique Wealth sold 5,514 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $203K.
Unique Wealth first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and held it in 11 quarters.
Unique Wealth's Schwab US Mid-Cap ETF position peaked at $291K in Q1 2024.
513 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.