SCHM
Schwab U.S. Mid Cap ETF
Listed by 1 member on their latest annual reports (4 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Don Bacon NE-2 | Member | Fidelity IRA Rollover ⇒ Schwab U.S. Mid Cap ETF (SCHM) EF | $1,001 - $15,000 | September 9, 2026 filing 10081069, p. 3 |
| Don Bacon NE-2 | Member | Fidelity IRA Rollover ⇒ Schwab U.S. Mid Cap ETF (SCHM) EF | $1,001 - $15,000 | September 9, 2026 filing 10081069, p. 3 |
| Don Bacon NE-2 | Spouse | Fidelity IRA Rollover ⇒ Schwab U.S. Mid Cap ETF (SCHM) EF | $1,001 - $15,000 | September 9, 2026 filing 10081069, p. 4 |
| Don Bacon NE-2 | Member | Roth @ Fidelity (transfer from Franklin) ⇒ Schwab U.S. Mid Cap ETF (SCHM) EF | $1,001 - $15,000 | September 9, 2026 filing 10081069, p. 7 |
How the count is made: see Most held.