Wedmont Private Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wedmont Private Capital’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	$1.37M	Buy	39,831 +9,550	+32%	+$338K	0.03%	300
2026 Q2	$1.08M	Buy	30,281 +6	+0%	+$207	0.03%	327
2026 Q1	$982K	Buy	30,275 +3	+0%	+$96	0.03%	324
2025 Q4	$944K	Sell	30,272 -256	-0.8%	-$7.63K	0.03%	304
2025 Q3	$908K	Buy	30,528 +273	+0.9%	+$7.95K	0.03%	295
2025 Q2	$867K	Hold	30,255	–	–	0.04%	290
2025 Q1	$737K	Buy	30,255 +6	+0%	+$167	0.04%	279
2024 Q4	$835K	Buy	30,249 +6	+0%	+$171	0.04%	261
2024 Q3	$831K	Buy	30,243 +6	+0%	+$160	0.05%	238
2024 Q2	$806K	Buy	30,237 +7,956	+36%	+$208K	0.05%	235
2024 Q1	$598K	Buy	22,281 +975	+5%	+$24.9K	0.04%	287
2023 Q4	$529K	Buy	21,306 +63	+0.3%	+$1.44K	0.04%	292
2023 Q3	$476K	Buy	21,243 +3	+0%	+$71	0.05%	266
2023 Q2	$513K	Buy	21,240 +3	+0%	+$68	0.06%	239
2023 Q1	$473K	Buy	21,237 +702	+3%	+$16.2K	0.06%	234
2022 Q4	$461K	Buy	20,535 +228	+1%	+$5K	0.07%	218
2022 Q3	$410K	Hold	20,307	–	–	0.08%	192
2022 Q2	$425K	Sell	20,307 -606	-3%	-$14K	0.09%	160
2022 Q1	$533K	Hold	20,913	–	–	0.12%	133
2021 Q4	$547K	Buy	+20,913	New	+$558K	0.17%	102

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

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

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

Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Wedmont Private Capital's SCHM Position: Q3 2026 in Review

Wedmont Private Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 32% in Q3 2026, buying an estimated $338K and bringing the position to 39,831 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #300.

Wedmont Private Capital first reported a position in SCHM in Q4 2021 and has held it in 20 quarters since. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Wedmont Private Capital held 39,831 shares of Schwab US Mid-Cap ETF worth $1.37M as of Q3 2026.
Wedmont Private Capital bought 9,550 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $338K.
Schwab US Mid-Cap ETF made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #300 holding.
Wedmont Private Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.