WBH Advisory
SCHM icon

WBH Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

WBH Advisory’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 		$2.56M Sell
75,228
-1,308
-2% -$46.3K 0.17% 97
2026
Q2 		$2.82M Sell
76,536
-3,185
-4% -$110K 0.19% 100
2026
Q1 		$2.49M Sell
79,721
-444
-0.6% -$14.1K 0.19% 101
2025
Q4 		$2.41M Buy
80,165
+6,447
+9% +$192K 0.18% 97
2025
Q3 		$2.19M Sell
73,718
-1,426
-2% -$41.5K 0.17% 103
2025
Q2 		$2.11M Sell
75,144
-2,596
-3% -$68.5K 0.18% 100
2025
Q1 		$2.04M Sell
77,740
-3,773
-5% -$105K 0.19% 95
2024
Q4 		$2.26M Sell
81,513
-591
-0.7% -$16.8K 0.21% 83
2024
Q3 		$2.27M Buy
82,104
+2,472
+3% +$65.7K 0.22% 82
2024
Q2 		$2.07M Sell
79,632
-414
-0.5% -$10.8K 0.21% 83
2024
Q1 		$2.17M Buy
80,046
+525
+0.7% +$13.4K 0.22% 84
2023
Q4 		$2M Sell
79,521
-4,383
-5% -$100K 0.22% 86
2023
Q3 		$1.89M Buy
83,904
+3,348
+4% +$79.3K 0.23% 91
2023
Q2 		$1.91M Buy
80,556
+1,098
+1% +$24.7K 0.23% 91
2023
Q1 		$1.8M Buy
+79,458
New +$1.83M 0.22% 96
2022
Q3 		$2.11M Buy
104,622
+6,978
+7% +$156K 0.3% 76
2022
Q2 		$2.07M Buy
97,644
+28,083
+40% +$648K 0.28% 83
2022
Q1 		$1.68M Sell
69,561
-5,697
-8% -$143K 0.21% 103
2021
Q4 		$2.02M Buy
75,258
+14,481
+24% +$386K 0.23% 91
2021
Q3 		$1.55M Buy
60,777
+4,209
+7% +$110K 0.21% 105
2021
Q2 		$1.47M Buy
56,568
+2,346
+4% +$60.6K 0.22% 97
2021
Q1 		$1.34M Buy
54,222
+1,455
+3% +$35.3K 0.22% 93
2020
Q4 		$1.27M Buy
52,767
+3,375
+7% +$70.4K 0.22% 93
2020
Q3 		$913K Buy
49,392
+11,826
+31% +$219K 0.18% 106
2020
Q2 		$658K Buy
37,566
+210
+0.6% +$3.42K 0.16% 121
2020
Q1 		$525K Sell
37,356
-11,829
-24% -$217K 0.12% 129
2019
Q4 		$986K Buy
49,185
+1,617
+3% +$31.3K 0.2% 109
2019
Q3 		$896K Buy
+47,568
New +$899K 0.2% 112
2017
Q2 		– Sell
-15,345
Closed -$242K – 231
2017
Q1 		$242K Buy
+15,345
New +$239K 0.07% 208

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Summit Asset Management
Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

WBH Advisory's SCHM Position: Q3 2026 in Review

WBH Advisory reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q3 2026, selling an estimated $46.3K and leaving 75,228 shares worth $2.56M. The position accounts for 0.17% of the portfolio, ranked #97.

WBH Advisory first reported a position in SCHM in Q1 2017 and has held it in 29 quarters since. The position peaked at $2.82M in Q2 2026. 739 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • WBH Advisory held 75,228 shares of Schwab US Mid-Cap ETF worth $2.56M as of Q3 2026.
  • WBH Advisory sold 1,308 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $46.3K.
  • Schwab US Mid-Cap ETF made up 0.17% of WBH Advisory's portfolio in Q3 2026, its #97 holding.
  • WBH Advisory first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 29 quarters since.
  • WBH Advisory's Schwab US Mid-Cap ETF position peaked at $2.82M in Q2 2026.
  • 739 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.