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

Valeo Financial 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 		$2.12M Buy
62,253
+3,027
+5% +$107K 0.04% 178
2026
Q2 		$2.18M Sell
59,226
-1,645
-3% -$56.6K 0.05% 166
2026
Q1 		$1.88M Buy
60,871
+426
+0.7% +$13.6K 0.05% 167
2025
Q4 		$1.82M Buy
60,445
+284
+0.5% +$8.47K 0.04% 188
2025
Q3 		$1.78M Buy
60,161
+6,135
+11% +$179K 0.04% 185
2025
Q2 		$1.52M Buy
+54,026
New +$1.43M 0.04% 208
2022
Q1 		– Sell
-10,125
Closed -$271K – 681
2021
Q4 		$271K Buy
+10,125
New +$270K 0.01% 435
2021
Q2 		– Sell
-5,568
Closed -$138K – 1572
2021
Q1 		$138K Buy
5,568
+3,999
+255% +$97K 0.01% 533
2020
Q4 		$36K Sell
1,569
-390
-20% -$8.13K ﹤0.01% 885
2020
Q3 		$36K Sell
1,959
-1,245
-39% -$23.1K ﹤0.01% 756
2020
Q2 		$56K Buy
3,204
+1,245
+64% +$20.3K 0.01% 680
2020
Q1 		$30K Sell
1,959
-4,665
-70% -$85.4K ﹤0.01% 769
2019
Q4 		$133K Hold
6,624
– – 0.01% 402
2019
Q3 		$125K Hold
6,624
– – 0.01% 380
2019
Q2 		$126K Buy
6,624
+135
+2% +$2.52K 0.01% 383
2019
Q1 		$120K Sell
6,489
-2,988
-32% -$53.4K 0.01% 375
2018
Q4 		$151K Buy
9,477
+129
+1% +$2.25K 0.02% 300
2018
Q3 		$164K Sell
9,348
-1,950
-17% -$37.2K 0.02% 303
2018
Q2 		$212K Buy
11,298
+4,938
+78% +$89.3K 0.03% 272
2018
Q1 		$112K Sell
6,360
-1,335
-17% -$24K 0.02% 347
2017
Q4 		$137K Hold
7,695
– – 0.02% 292
2017
Q3 		$129K Buy
+7,695
New +$125K 0.03% 259

Other funds holding SCHM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Valeo Financial Advisors's SCHM Position: Q3 2026 in Review

Valeo Financial Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 5.1% in Q3 2026, buying an estimated $107K and bringing the position to 62,253 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #178.

Valeo Financial Advisors first reported a position in SCHM in Q3 2017 and has held it in 22 quarters since. The position peaked at $2.18M in Q2 2026. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Valeo Financial Advisors held 62,253 shares of Schwab US Mid-Cap ETF worth $2.12M as of Q3 2026.
  • Valeo Financial Advisors bought 3,027 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $107K.
  • Schwab US Mid-Cap ETF made up 0.04% of Valeo Financial Advisors's portfolio in Q3 2026, its #178 holding.
  • Valeo Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 22 quarters since.
  • Valeo Financial Advisors's Schwab US Mid-Cap ETF position peaked at $2.18M in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.