Zenith Solutions
SCHM icon

Zenith Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Zenith Solutions’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 		$782K Buy
22,983
+1,255
+6% +$44.4K 0.7% 39
2026
Q2 		$801K Buy
+21,728
New +$748K 0.73% 38

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 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

Zenith Solutions's SCHM Position: Q3 2026 in Review

Zenith Solutions increased its Schwab US Mid-Cap ETF (SCHM) stake by 5.8% in Q3 2026, buying an estimated $44.4K and bringing the position to 22,983 shares worth $782K. The position accounts for 0.7% of the portfolio, ranked #39.

Zenith Solutions first reported a position in SCHM in Q2 2026 and has held it in 2 quarters since. The position peaked at $801K in Q2 2026. 961 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Zenith Solutions held 22,983 shares of Schwab US Mid-Cap ETF worth $782K as of Q3 2026.
  • Zenith Solutions bought 1,255 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $44.4K.
  • Schwab US Mid-Cap ETF made up 0.7% of Zenith Solutions's portfolio in Q3 2026, its #39 holding.
  • Zenith Solutions first reported a position in Schwab US Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Zenith Solutions's Schwab US Mid-Cap ETF position peaked at $801K in Q2 2026.
  • 961 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Zenith Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.