Bank of America’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 | $26.9M | Sell |
869,673
-12,166
| -1% | -$387K | ﹤0.01% | 2141 |
|
|
2025
Q4 | $26.5M | Buy |
881,839
+1,463
| +0.2% | +$43.6K | ﹤0.01% | 2055 |
|
|
2025
Q3 | $26.1M | Sell |
880,376
-22,207
| -2% | -$646K | ﹤0.01% | 2359 |
|
|
2025
Q2 | $25.3M | Sell |
902,583
-138,696
| -13% | -$3.66M | ﹤0.01% | 2323 |
|
|
2025
Q1 | $27.3M | Buy |
1,041,279
+148,187
| +17% | +$4.13M | ﹤0.01% | 2135 |
|
|
2024
Q4 | $24.7M | Buy |
893,092
+135,046
| +18% | +$3.85M | ﹤0.01% | 2105 |
|
|
2024
Q3 | $21M | Sell |
758,046
-12,663
| -2% | -$337K | ﹤0.01% | 2364 |
|
|
2024
Q2 | $20M | Buy |
770,709
+29,844
| +4% | +$781K | ﹤0.01% | 2256 |
|
|
2024
Q1 | $20.1M | Sell |
740,865
-34,959
| -5% | -$892K | ﹤0.01% | 2275 |
|
|
2023
Q4 | $19.5M | Buy |
775,824
+98,871
| +15% | +$2.27M | ﹤0.01% | 2182 |
|
|
2023
Q3 | $15.3M | Buy |
676,953
+107,058
| +19% | +$2.54M | ﹤0.01% | 2319 |
|
|
2023
Q2 | $13.5M | Buy |
569,895
+27,696
| +5% | +$624K | ﹤0.01% | 2409 |
|
|
2023
Q1 | $12.3M | Buy |
542,199
+7,494
| +1% | +$173K | ﹤0.01% | 2617 |
|
|
2022
Q4 | $11.7M | Buy |
534,705
+19,443
| +4% | +$426K | ﹤0.01% | 2530 |
|
|
2022
Q3 | $10.4M | Buy |
515,262
+13,593
| +3% | +$303K | ﹤0.01% | 2580 |
|
|
2022
Q2 | $10.5M | Sell |
501,669
-701,877
| -58% | -$16.2M | ﹤0.01% | 2643 |
|
|
2022
Q1 | $30.4M | Buy |
1,203,546
+155,259
| +15% | +$3.89M | ﹤0.01% | 1766 |
|
|
2021
Q4 | $28.1M | Buy |
1,048,287
+61,737
| +6% | +$1.65M | ﹤0.01% | 1900 |
|
|
2021
Q3 | $25.2M | Buy |
986,550
+221,295
| +29% | +$5.78M | ﹤0.01% | 1961 |
|
|
2021
Q2 | $20M | Buy |
765,255
+601,473
| +367% | +$15.5M | ﹤0.01% | 2137 |
|
|
2021
Q1 | $4.06M | Buy |
163,782
+12,000
| +8% | +$291K | ﹤0.01% | 3609 |
|
|
2020
Q4 | $3.45M | Sell |
151,782
-6,684
| -4% | -$139K | ﹤0.01% | 3485 |
|
|
2020
Q3 | $2.93M | Sell |
158,466
-3,975
| -2% | -$73.6K | ﹤0.01% | 3387 |
|
|
2020
Q2 | $2.85M | Sell |
162,441
-45,234
| -22% | -$737K | ﹤0.01% | 3342 |
|
|
2020
Q1 | $2.92M | Sell |
207,675
-337,854
| -62% | -$6.19M | ﹤0.01% | 3178 |
|
|
2019
Q4 | $10.9M | Buy |
545,529
+16,764
| +3% | +$325K | ﹤0.01% | 2471 |
|
|
2019
Q3 | $9.97M | Buy |
528,765
+44,397
| +9% | +$839K | ﹤0.01% | 2520 |
|
|
2019
Q2 | $9.22M | Buy |
484,368
+54,384
| +13% | +$1.02M | ﹤0.01% | 2634 |
|
|
2019
Q1 | $7.94M | Buy |
429,984
+189,522
| +79% | +$3.39M | ﹤0.01% | 2708 |
|
|
2018
Q4 | $3.84M | Sell |
240,462
-157,530
| -40% | -$2.75M | ﹤0.01% | 3270 |
|
|
2018
Q3 | $7.67M | Buy |
397,992
+76,959
| +24% | +$1.47M | ﹤0.01% | 2764 |
|
|
2018
Q2 | $5.87M | Buy |
321,033
+62,586
| +24% | +$1.13M | ﹤0.01% | 2997 |
|
|
2018
Q1 | $4.55M | Buy |
258,447
+1,440
| +0.6% | +$25.9K | ﹤0.01% | 3168 |
|
|
2017
Q4 | $4.56M | Buy |
257,007
+70,002
| +37% | +$1.21M | ﹤0.01% | 3210 |
|
|
2017
Q3 | $3.12M | Buy |
187,005
+30,456
| +19% | +$495K | ﹤0.01% | 3610 |
|
|
2017
Q2 | $2.51M | Buy |
156,549
+3,897
| +3% | +$61.9K | ﹤0.01% | 3679 |
|
|
2017
Q1 | $2.41M | Buy |
152,652
+56,661
| +59% | +$883K | ﹤0.01% | 3711 |
|
|
2016
Q4 | $1.44M | Buy |
95,991
+8,853
| +10% | +$130K | ﹤0.01% | 4041 |
|
|
2016
Q3 | $1.26M | Sell |
87,138
-83,586
| -49% | -$1.21M | ﹤0.01% | 3996 |
|
|
2016
Q2 | $2.39M | Buy |
170,724
+9,381
| +6% | +$129K | ﹤0.01% | 3483 |
|
|
2016
Q1 | $2.18M | Buy |
161,343
+107,424
| +199% | +$1.36M | ﹤0.01% | 3493 |
|
|
2015
Q4 | $720K | Sell |
53,919
-6,444
| -11% | -$87.5K | ﹤0.01% | 4585 |
|
|
2015
Q3 | $783K | Buy |
60,363
+35,436
| +142% | +$492K | ﹤0.01% | 4509 |
|
|
2015
Q2 | $354K | Buy |
24,927
+7,353
| +42% | +$106K | ﹤0.01% | 4943 |
|
|
2015
Q1 | $253K | Buy |
17,574
+4,107
| +30% | +$57.3K | ﹤0.01% | 4781 |
|
|
2014
Q4 | $183K | Sell |
13,467
-96
| -0.7% | -$1.26K | ﹤0.01% | 5431 |
|
|
2014
Q3 | $175K | Sell |
13,563
-174,453
| -93% | -$2.31M | ﹤0.01% | 5508 |
|
|
2014
Q2 | $2.52M | Buy |
188,016
+177,813
| +1,743% | +$2.29M | ﹤0.01% | 3158 |
|
|
2014
Q1 | $131K | Buy |
10,203
+8,865
| +663% | +$112K | ﹤0.01% | 5759 |
|
|
2013
Q4 | $17K | Buy |
1,338
+279
| +26% | +$3.35K | ﹤0.01% | 7093 |
|
|
2013
Q3 | $12K | Buy |
1,059
+258
| +32% | +$2.91K | ﹤0.01% | 7101 |
|
|
2013
Q2 | $9K | Buy |
+801
| New | +$8.54K | ﹤0.01% | 7193 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Bank of America's SCHM Position: Q1 2026 in Review
Bank of America reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q1 2026, selling an estimated $387K and leaving 869,673 shares worth $26.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2141.
Bank of America first reported a position in SCHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.4M in Q1 2022. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Bank of America held 869,673 shares of Schwab US Mid-Cap ETF worth $26.9M as of Q1 2026.
- Bank of America sold 12,166 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $387K.
- Schwab US Mid-Cap ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2141 holding.
- Bank of America first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Bank of America's Schwab US Mid-Cap ETF position peaked at $30.4M in Q1 2022.
- 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.