West Paces Advisors
SCHM icon

West Paces Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

West Paces 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 		$915K Sell
26,882
-664
-2% -$23.5K 0.16% 68
2026
Q2 		$1.02M Sell
27,546
-371
-1% -$12.8K 0.17% 67
2026
Q1 		$864K Sell
27,917
-977
-3% -$31.1K 0.17% 68
2025
Q4 		$869K Buy
28,894
+42
+0.1% +$1.25K 0.17% 66
2025
Q3 		$855K Sell
28,852
-295
-1% -$8.59K 0.17% 66
2025
Q2 		$818K Buy
29,147
+14,597
+100% +$385K 0.17% 68
2025
Q1 		$381K Hold
14,550
– – 0.09% 101
2024
Q4 		$403K Sell
14,550
-150
-1% -$4.27K 0.1% 96
2024
Q3 		$407K Hold
14,700
– – 0.1% 101
2024
Q2 		$381K Hold
14,700
– – 0.1% 98
2024
Q1 		$399K Hold
14,700
– – 0.11% 94
2023
Q4 		$369K Buy
14,700
+10,800
+277% +$247K 0.1% 93
2023
Q3 		$88K Hold
3,900
– – 0.03% 178
2023
Q2 		$92.3K Sell
3,900
-18,330
-82% -$413K 0.03% 179
2023
Q1 		$503K Buy
22,230
+18,000
+426% +$415K 0.16% 81
2022
Q4 		$92.5K Sell
4,230
-27,846
-87% -$610K 0.03% 174
2022
Q3 		$647K Sell
32,076
-14,679
-31% -$327K 0.23% 66
2022
Q2 		$978K Buy
46,755
+42,645
+1,038% +$984K 0.33% 45
2022
Q1 		$104K Hold
4,110
– – 0.03% 172
2021
Q4 		$110K Buy
4,110
+111
+3% +$2.96K 0.03% 159
2021
Q3 		$102K Hold
3,999
– – 0.04% 154
2021
Q2 		$104K Buy
3,999
+99
+3% +$2.56K 0.04% 143
2021
Q1 		$96.8K Hold
3,900
– – 0.04% 142
2020
Q4 		$88.6K Hold
3,900
– – 0.04% 146
2020
Q3 		$72.1K Hold
3,900
– – 0.04% 151
2020
Q2 		$68.4K Sell
3,900
-270,855
-99% -$4.41M 0.04% 156
2020
Q1 		$3.86M Buy
274,755
+273,255
+18,217% +$5M 2.45% 10
2019
Q4 		$30.1K Sell
1,500
-30,000
-95% -$581K 0.02% 236
2019
Q3 		$594K Buy
31,500
+30,000
+2,000% +$567K 0.35% 57
2019
Q2 		$28.5K Hold
1,500
– – 0.02% 213
2019
Q1 		$27.7K Sell
1,500
-73,497
-98% -$1.31M 0.02% 216
2018
Q4 		$1.2M Buy
+74,997
New +$1.31M 0.92% 23

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Wealth Enhancement Advisory Services
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JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
UBS Group
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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

West Paces Advisors's SCHM Position: Q3 2026 in Review

West Paces Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.4% in Q3 2026, selling an estimated $23.5K and leaving 26,882 shares worth $915K. The position accounts for 0.16% of the portfolio, ranked #68.

West Paces Advisors first reported a position in SCHM in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.86M in Q1 2020. 786 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • West Paces Advisors held 26,882 shares of Schwab US Mid-Cap ETF worth $915K as of Q3 2026.
  • West Paces Advisors sold 664 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $23.5K.
  • Schwab US Mid-Cap ETF made up 0.16% of West Paces Advisors's portfolio in Q3 2026, its #68 holding.
  • West Paces Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • West Paces Advisors's Schwab US Mid-Cap ETF position peaked at $3.86M in Q1 2020.
  • 786 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.