James T. Borello RIA’s Schwab US Mid-Cap ETF SCHM Stock Holding History

James T. Borello RIA’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	$34.1K	Hold	1,002	–	–	0.01%	304
2026 Q2	$36.9K	Hold	1,002	–	–	0.01%	281
2026 Q1	$31K	Hold	1,002	–	–	0.01%	285
2025 Q4	$30.1K	Hold	1,002	–	–	0.01%	222
2025 Q3	$29.7K	Hold	1,002	–	–	0.01%	198
2025 Q2	$28.1K	Buy	+1,002	New	+$26.4K	0.01%	171

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

James T. Borello RIA's SCHM Position: Q3 2026 in Review

James T. Borello RIA held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 1,002 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #304.

James T. Borello RIA first reported a position in SCHM in Q2 2025 and has held it in 6 quarters since. The position peaked at $36.9K in Q2 2026. 379 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

James T. Borello RIA held 1,002 shares of Schwab US Mid-Cap ETF worth $34.1K as of Q3 2026.
James T. Borello RIA left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
Schwab US Mid-Cap ETF made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #304 holding.
James T. Borello RIA first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's Schwab US Mid-Cap ETF position peaked at $36.9K in Q2 2026.
379 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.