Baird Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.09M | Sell |
261,301
-21,272
| -8% | -$677K | 0.01% | 613 |
|
|
2025
Q4 | $8.5M | Buy |
282,573
+34,954
| +14% | +$1.04M | 0.01% | 586 |
|
|
2025
Q3 | $7.34M | Buy |
247,619
+2,873
| +1% | +$83.6K | 0.01% | 624 |
|
|
2025
Q2 | $6.87M | Buy |
244,746
+4,553
| +2% | +$120K | 0.01% | 612 |
|
|
2025
Q1 | $6.29M | Sell |
240,193
-19,357
| -7% | -$539K | 0.01% | 606 |
|
|
2024
Q4 | $7.19M | Buy |
259,550
+43,445
| +20% | +$1.24M | 0.01% | 580 |
|
|
2024
Q3 | $5.99M | Sell |
216,105
-14,352
| -6% | -$382K | 0.01% | 625 |
|
|
2024
Q2 | $5.98M | Sell |
230,457
-36,138
| -14% | -$946K | 0.01% | 619 |
|
|
2024
Q1 | $7.24M | Sell |
266,595
-4,665
| -2% | -$119K | 0.02% | 565 |
|
|
2023
Q4 | $6.81M | Buy |
271,260
+12,909
| +5% | +$296K | 0.02% | 570 |
|
|
2023
Q3 | $5.83M | Buy |
258,351
+3,486
| +1% | +$82.6K | 0.02% | 580 |
|
|
2023
Q2 | $6.03M | Buy |
254,865
+3,633
| +1% | +$81.9K | 0.02% | 568 |
|
|
2023
Q1 | $5.68M | Sell |
251,232
-114,774
| -31% | -$2.64M | 0.01% | 555 |
|
|
2022
Q4 | $8.01M | Buy |
366,006
+102,642
| +39% | +$2.25M | 0.02% | 479 |
|
|
2022
Q3 | $5.31M | Buy |
263,364
+3,042
| +1% | +$67.9K | 0.02% | 548 |
|
|
2022
Q2 | $5.44M | Sell |
260,322
-112,170
| -30% | -$2.59M | 0.02% | 561 |
|
|
2022
Q1 | $9.42M | Buy |
372,492
+126,735
| +52% | +$3.18M | 0.02% | 452 |
|
|
2021
Q4 | $6.59M | Buy |
245,757
+6,381
| +3% | +$170K | 0.02% | 542 |
|
|
2021
Q3 | $6.12M | Buy |
239,376
+11,724
| +5% | +$306K | 0.02% | 534 |
|
|
2021
Q2 | $5.94M | Buy |
227,652
+4,362
| +2% | +$113K | 0.02% | 546 |
|
|
2021
Q1 | $5.54M | Buy |
223,290
+6,078
| +3% | +$147K | 0.02% | 547 |
|
|
2020
Q4 | $4.94M | Buy |
217,212
+11,973
| +6% | +$250K | 0.01% | 551 |
|
|
2020
Q3 | $3.8M | Sell |
205,239
-333
| -0.2% | -$6.17K | 0.01% | 558 |
|
|
2020
Q2 | $3.61M | Sell |
205,572
-115,770
| -36% | -$1.89M | 0.01% | 562 |
|
|
2020
Q1 | $4.52M | Sell |
321,342
-33,441
| -9% | -$612K | 0.02% | 466 |
|
|
2019
Q4 | $7.11M | Sell |
354,783
-9,864
| -3% | -$191K | 0.03% | 461 |
|
|
2019
Q3 | $6.87M | Sell |
364,647
-16,134
| -4% | -$305K | 0.03% | 431 |
|
|
2019
Q2 | $7.25M | Buy |
+380,781
| New | +$7.12M | 0.03% | 424 |
|
|
2017
Q4 | – | Sell |
-29,145
| Closed | -$487K | – | 1295 |
|
|
2017
Q3 | $487K | Hold |
29,145
| – | – | ﹤0.01% | 996 |
|
|
2017
Q2 | $468K | Hold |
29,145
| – | – | ﹤0.01% | 978 |
|
|
2017
Q1 | $460K | Hold |
29,145
| – | – | ﹤0.01% | 970 |
|
|
2016
Q4 | $439K | Hold |
29,145
| – | – | ﹤0.01% | 952 |
|
|
2016
Q3 | $423K | Buy |
+29,145
| New | +$421K | ﹤0.01% | 973 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Baird Financial Group's SCHM Position: Q1 2026 in Review
Baird Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7.5% in Q1 2026, selling an estimated $677K and leaving 261,301 shares worth $8.09M. The position accounts for 0.01% of the portfolio, ranked #613.
Baird Financial Group first reported a position in SCHM in Q3 2016 and has held it in 33 quarters since. The position peaked at $9.42M in Q1 2022. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Baird Financial Group held 261,301 shares of Schwab US Mid-Cap ETF worth $8.09M as of Q1 2026.
- Baird Financial Group sold 21,272 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $677K.
- Schwab US Mid-Cap ETF made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #613 holding.
- Baird Financial Group first reported a position in Schwab US Mid-Cap ETF in Q3 2016 and has held it in 33 quarters since.
- Baird Financial Group's Schwab US Mid-Cap ETF position peaked at $9.42M in Q1 2022.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.