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Aspen Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Aspen Investment Management’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
Q2 		$723K Sell
19,604
-1,598
-8% -$55K 0.19% 112
2026
Q1 		$656K Sell
21,202
-390
-2% -$12.4K 0.2% 108
2025
Q4 		$649K Sell
21,592
-197
-0.9% -$5.87K 0.2% 110
2025
Q3 		$646K Sell
21,789
-36
-0.2% -$1.05K 0.25% 97
2025
Q2 		$612K Sell
21,825
-1,011
-4% -$26.7K 0.26% 90
2025
Q1 		$598K Buy
22,836
+37
+0.2% +$1.03K 0.28% 88
2024
Q4 		$632K Sell
22,799
-301
-1% -$8.58K 0.29% 86
2024
Q3 		$640K Buy
23,100
+6
+0% +$160 0.3% 84
2024
Q2 		$599K Buy
23,094
+279
+1% +$7.3K 0.3% 89
2024
Q1 		$619K Buy
22,815
+33
+0.1% +$842 0.31% 88
2023
Q4 		$572K Sell
22,782
-72
-0.3% -$1.65K 0.32% 85
2023
Q3 		$515K Buy
22,854
+228
+1% +$5.4K 0.31% 87
2023
Q2 		$536K Buy
22,626
+162
+0.7% +$3.65K 0.32% 85
2023
Q1 		$508K Sell
22,464
-312
-1% -$7.18K 0.32% 82
2022
Q4 		$498K Sell
22,776
-150
-0.7% -$3.29K 0.33% 88
2022
Q3 		$463K Buy
22,926
+63
+0.3% +$1.41K 0.31% 95
2022
Q2 		$478K Buy
22,863
+72
+0.3% +$1.66K 0.3% 95
2022
Q1 		$576K Buy
22,791
+675
+3% +$16.9K 0.3% 95
2021
Q4 		$593K Buy
22,116
+171
+0.8% +$4.56K 0.29% 99
2021
Q3 		$561K Buy
21,945
+87
+0.4% +$2.27K 0.3% 95
2021
Q2 		$570K Buy
21,858
+138
+0.6% +$3.56K 0.3% 92
2021
Q1 		$539K Sell
21,720
-900
-4% -$21.8K 0.3% 91
2020
Q4 		$514K Hold
22,620
– – 0.3% 90
2020
Q3 		$418K Sell
22,620
-480
-2% -$8.89K 0.28% 87
2020
Q2 		$405K Sell
23,100
-240
-1% -$3.91K 0.29% 86
2020
Q1 		$328K Sell
23,340
-1,869
-7% -$34.2K 0.28% 82
2019
Q4 		$505K Buy
25,209
+300
+1% +$5.81K 0.31% 86
2019
Q3 		$469K Sell
24,909
-540
-2% -$10.2K 0.31% 89
2019
Q2 		$484K Sell
25,449
-5,766
-18% -$108K 0.32% 85
2019
Q1 		$576K Sell
31,215
-450
-1% -$8.04K 0.4% 76
2018
Q4 		$506K Buy
31,665
+5,004
+19% +$87.4K 0.41% 77
2018
Q3 		$514K Buy
26,661
+2,796
+12% +$53.3K 0.34% 85
2018
Q2 		$437K Buy
23,865
+2,085
+10% +$37.7K 0.3% 91
2018
Q1 		$384K Buy
21,780
+1,125
+5% +$20.2K 0.28% 97
2017
Q4 		$367K Sell
20,655
-720
-3% -$12.4K 0.26% 105
2017
Q3 		$357K Buy
21,375
+240
+1% +$3.9K 0.27% 99
2017
Q2 		$339K Buy
21,135
+156
+0.7% +$2.48K 0.26% 98
2017
Q1 		$331K Buy
20,979
+1,701
+9% +$26.5K 0.25% 100
2016
Q4 		$290K Buy
19,278
+909
+5% +$13.3K 0.22% 105
2016
Q3 		$266K Hold
18,369
– – 0.21% 105
2016
Q2 		$257K Sell
18,369
-540
-3% -$7.44K 0.21% 103
2016
Q1 		$256K Hold
18,909
– – 0.23% 99
2015
Q4 		$253K Buy
18,909
+450
+2% +$6.11K 0.25% 106
2015
Q3 		$239K Sell
18,459
-759
-4% -$10.5K 0.23% 105
2015
Q2 		$273K Sell
19,218
-1,230
-6% -$17.8K 0.23% 101
2015
Q1 		$294K Buy
+20,448
New +$285K 0.24% 99

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspen Investment Management's SCHM Position: Q2 2026 in Review

Aspen Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7.5% in Q2 2026, selling an estimated $55K and leaving 19,604 shares worth $723K. The position accounts for 0.19% of the portfolio, ranked #112.

Aspen Investment Management first reported a position in SCHM in Q1 2015 and has held it in 46 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Aspen Investment Management held 19,604 shares of Schwab US Mid-Cap ETF worth $723K as of Q2 2026.
  • Aspen Investment Management sold 1,598 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $55K.
  • Schwab US Mid-Cap ETF made up 0.19% of Aspen Investment Management's portfolio in Q2 2026, its #112 holding.
  • Aspen Investment Management first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and has held it in 46 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.