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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$262K Hold
7,097
0.16% 86
2026
Q1
$220K Buy
7,097
+211
+3% +$6.72K 0.14% 94
2025
Q4
$207K Buy
+6,886
New +$205K 0.13% 90

Other funds holding SCHM

Westco Advisory Services's SCHM Position: Q2 2026 in Review

Westco Advisory Services held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 7,097 shares worth $262K. The position accounts for 0.16% of the portfolio, ranked #86.

Westco Advisory Services first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,062 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Westco Advisory Services held 7,097 shares of Schwab US Mid-Cap ETF worth $262K as of Q2 2026.
  • Westco Advisory Services left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.16% of Westco Advisory Services's portfolio in Q2 2026, its #86 holding.
  • Westco Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.