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YHB Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

YHB Investment 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 		$919K Buy
27,024
+1,123
+4% +$39.8K 0.06% 176
2026
Q2 		$955K Buy
25,901
+996
+4% +$34.3K 0.06% 180
2026
Q1 		$771K Sell
24,905
-2,030
-8% -$64.6K 0.06% 184
2025
Q4 		$810K Buy
26,935
+648
+2% +$19.3K 0.06% 184
2025
Q3 		$779K Sell
26,287
-181
-0.7% -$5.27K 0.06% 182
2025
Q2 		$742K Sell
26,468
-48
-0.2% -$1.27K 0.06% 184
2025
Q1 		$695K Buy
26,516
+275
+1% +$7.66K 0.06% 180
2024
Q4 		$727K Buy
26,241
+171
+0.7% +$4.87K 0.06% 167
2024
Q3 		$722K Buy
26,070
+813
+3% +$21.6K 0.06% 171
2024
Q2 		$655K Sell
25,257
-222
-0.9% -$5.81K 0.06% 176
2024
Q1 		$692K Buy
25,479
+537
+2% +$13.7K 0.06% 168
2023
Q4 		$626K Sell
24,942
-143,844
-85% -$3.3M 0.06% 172
2023
Q3 		$3.81M Sell
168,786
-522
-0.3% -$12.4K 0.35% 81
2023
Q2 		$4.01M Buy
169,308
+1,863
+1% +$42K 0.37% 73
2023
Q1 		$3.79M Buy
167,445
+4,653
+3% +$107K 0.38% 76
2022
Q4 		$3.56M Buy
162,792
+2,331
+1% +$51.1K 0.38% 75
2022
Q3 		$3.24M Sell
160,461
-23,085
-13% -$515K 0.36% 74
2022
Q2 		$3.84M Sell
183,546
-10,788
-6% -$249K 0.4% 72
2022
Q1 		$4.91M Buy
194,334
+4,362
+2% +$109K 0.43% 66
2021
Q4 		$5.09M Buy
189,972
+8,607
+5% +$230K 0.4% 64
2021
Q3 		$4.63M Buy
181,365
+10,383
+6% +$271K 0.4% 68
2021
Q2 		$4.46M Buy
170,982
+9,978
+6% +$258K 0.38% 73
2021
Q1 		$4.16M Buy
161,004
+14,106
+10% +$342K 0.36% 75
2020
Q4 		$3.34M Buy
146,898
+7,020
+5% +$146K 0.32% 82
2020
Q3 		$2.59M Buy
+139,878
New +$2.59M 0.28% 83

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
OC
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
CI
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
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

YHB Investment Advisors's SCHM Position: Q3 2026 in Review

YHB Investment Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 4.3% in Q3 2026, buying an estimated $39.8K and bringing the position to 27,024 shares worth $919K. The position accounts for 0.06% of the portfolio, ranked #176.

YHB Investment Advisors first reported a position in SCHM in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.09M in Q4 2021. 59 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • YHB Investment Advisors held 27,024 shares of Schwab US Mid-Cap ETF worth $919K as of Q3 2026.
  • YHB Investment Advisors bought 1,123 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $39.8K.
  • Schwab US Mid-Cap ETF made up 0.06% of YHB Investment Advisors's portfolio in Q3 2026, its #176 holding.
  • YHB Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and has held it in 25 quarters since.
  • YHB Investment Advisors's Schwab US Mid-Cap ETF position peaked at $5.09M in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.