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

Valley Wealth Managers’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	$11.6K	Hold	340	–	–	﹤0.01%	282
2026 Q2	$12.5K	Hold	340	–	–	﹤0.01%	275
2026 Q1	$10.5K	Hold	340	–	–	﹤0.01%	272
2025 Q4	$10.2K	Hold	340	–	–	﹤0.01%	284
2025 Q3	$10.1K	Sell	340 -10	-3%	-$291	﹤0.01%	264
2025 Q2	$9.8K	Sell	350 -307	-47%	-$8.1K	﹤0.01%	251
2025 Q1	$17.2K	Hold	657	–	–	﹤0.01%	250
2024 Q4	$18.2K	Hold	657	–	–	﹤0.01%	265
2024 Q3	$18.2K	Hold	657	–	–	﹤0.01%	271
2024 Q2	$17K	Hold	657	–	–	﹤0.01%	270
2024 Q1	$17.8K	Hold	657	–	–	﹤0.01%	246
2023 Q4	$16.5K	Sell	657 -57	-8%	-$1.31K	﹤0.01%	257
2023 Q3	$16.1K	Buy	714 +57	+9%	+$1.35K	﹤0.01%	268
2023 Q2	$15.6K	Hold	657	–	–	﹤0.01%	257
2023 Q1	$14.9K	Hold	657	–	–	﹤0.01%	269
2022 Q4	$14.4K	Hold	657	–	–	﹤0.01%	284
2022 Q3	$13K	Hold	657	–	–	﹤0.01%	310
2022 Q2	$14K	Buy	+657	New	+$15.2K	﹤0.01%	313

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

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

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Valley Wealth Managers's SCHM Position: Q3 2026 in Review

Valley Wealth Managers held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 340 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Valley Wealth Managers first reported a position in SCHM in Q2 2022 and has held it in 18 quarters since. The position peaked at $18.2K in Q4 2024. 379 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Valley Wealth Managers held 340 shares of Schwab US Mid-Cap ETF worth $11.6K as of Q3 2026.
Valley Wealth Managers left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #282 holding.
Valley Wealth Managers first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 18 quarters since.
Valley Wealth Managers's Schwab US Mid-Cap ETF position peaked at $18.2K in Q4 2024.
379 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.