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BOLTON SECURITIES CORPORATION’s Schwab US Mid-Cap ETF SCHM Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$51.9K Hold
1,525
– – ﹤0.01% 1328
2026
Q2 		$56.2K Buy
1,525
+200
+15% +$6.88K ﹤0.01% 1294
2026
Q1 		$41K Buy
+1,325
New +$42.2K ﹤0.01% 1279
2025
Q3 		$19.7K Buy
+665
New +$19.4K ﹤0.01% 1388
2025
Q1 		$17.4K Buy
+665
New +$18.5K ﹤0.01% 1312

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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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
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
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SCHM Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 1,525 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

BOLTON SECURITIES CORPORATION first reported a position in SCHM in Q1 2025 and has held it in 5 quarters since. The position peaked at $56.2K in Q2 2026. 830 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,525 shares of Schwab US Mid-Cap ETF worth $51.9K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1328 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Schwab US Mid-Cap ETF position peaked at $56.2K in Q2 2026.
  • 830 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.