BCWM LLC’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 | $836K | Sell |
27,009
-2,480
| -8% | -$79K | 0.24% | 46 |
|
|
2025
Q4 | $887K | Buy |
29,489
+1,496
| +5% | +$44.6K | 0.27% | 45 |
|
|
2025
Q3 | $830K | Sell |
27,993
-1,237
| -4% | -$36K | 0.25% | 45 |
|
|
2025
Q2 | $820K | Buy |
29,230
+3,124
| +12% | +$82.4K | 0.26% | 46 |
|
|
2025
Q1 | $684K | Buy |
26,106
+332
| +1% | +$9.25K | 0.24% | 48 |
|
|
2024
Q4 | $714K | Buy |
+25,774
| New | +$734K | 0.25% | 54 |
|
|
2024
Q2 | $617K | Buy |
23,772
+1,695
| +8% | +$44.3K | 0.22% | 55 |
|
|
2024
Q1 | $599K | Sell |
22,077
-1,029
| -4% | -$26.2K | 0.21% | 55 |
|
|
2023
Q4 | $580K | Buy |
23,106
+429
| +2% | +$9.83K | 0.2% | 58 |
|
|
2023
Q3 | $512K | Buy |
22,677
+1,203
| +6% | +$28.5K | 0.19% | 57 |
|
|
2023
Q2 | $508K | Buy |
21,474
+3,978
| +23% | +$89.6K | 0.17% | 58 |
|
|
2023
Q1 | $396K | Buy |
17,496
+399
| +2% | +$9.19K | 0.13% | 57 |
|
|
2022
Q4 | $374K | Sell |
17,097
-267
| -2% | -$5.85K | 0.12% | 58 |
|
|
2022
Q3 | $350K | Buy |
17,364
+1,254
| +8% | +$28K | 0.13% | 58 |
|
|
2022
Q2 | $337K | Buy |
16,110
+543
| +3% | +$12.5K | 0.12% | 57 |
|
|
2022
Q1 | $394K | Buy |
15,567
+198
| +1% | +$4.96K | 0.12% | 56 |
|
|
2021
Q4 | $412K | Buy |
15,369
+711
| +5% | +$19K | 0.12% | 60 |
|
|
2021
Q3 | $375K | Buy |
+14,658
| New | +$383K | 0.11% | 59 |
|
|
2021
Q2 | – | Sell |
-18,195
| Closed | -$451K | – | 72 |
|
|
2021
Q1 | $451K | Buy |
+18,195
| New | +$441K | 0.13% | 59 |
|
|
2020
Q4 | – | Sell |
-18,996
| Closed | -$351K | – | 71 |
|
|
2020
Q3 | $351K | Sell |
18,996
-1,791
| -9% | -$33.2K | 0.12% | 62 |
|
|
2020
Q2 | $365K | Buy |
20,787
+3,054
| +17% | +$49.8K | 0.13% | 62 |
|
|
2020
Q1 | $249K | Buy |
17,733
+1,275
| +8% | +$23.3K | 0.1% | 67 |
|
|
2019
Q4 | $330K | Sell |
16,458
-7,326
| -31% | -$142K | 0.12% | 65 |
|
|
2019
Q3 | $448K | Sell |
23,784
-399
| -2% | -$7.54K | 0.18% | 58 |
|
|
2019
Q2 | $460K | Buy |
24,183
+681
| +3% | +$12.7K | 0.18% | 61 |
|
|
2019
Q1 | $434K | Buy |
23,502
+1,206
| +5% | +$21.6K | 0.19% | 58 |
|
|
2018
Q4 | $3.56M | Sell |
22,296
-1,128
| -5% | -$19.7K | 0.17% | 68 |
|
|
2018
Q3 | $452K | Sell |
23,424
-972
| -4% | -$18.5K | 0.19% | 58 |
|
|
2018
Q2 | $446K | Buy |
+24,396
| New | +$441K | 0.2% | 63 |
|
|
2018
Q1 | – | Sell |
-28,143
| Closed | -$500K | – | 73 |
|
|
2017
Q4 | $500K | Sell |
28,143
-1,716
| -6% | -$29.6K | 0.2% | 59 |
|
|
2017
Q3 | $499K | Buy |
29,859
+2,022
| +7% | +$32.9K | 0.21% | 59 |
|
|
2017
Q2 | $447K | Sell |
27,837
-27
| -0.1% | -$429 | 0.2% | 60 |
|
|
2017
Q1 | $440K | Sell |
27,864
-1,014
| -4% | -$15.8K | 0.2% | 61 |
|
|
2016
Q4 | $435K | Buy |
28,878
+9,702
| +51% | +$142K | 0.2% | 60 |
|
|
2016
Q3 | $279K | Buy |
+19,176
| New | +$277K | 0.13% | 64 |
|
Other funds holding SCHM
MGIA
AA
LWMT
BCWM LLC's SCHM Position: Q1 2026 in Review
BCWM LLC reduced its Schwab US Mid-Cap ETF (SCHM) stake by 8.4% in Q1 2026, selling an estimated $79K and leaving 27,009 shares worth $836K. The position accounts for 0.24% of the portfolio, ranked #46.
BCWM LLC first reported a position in SCHM in Q3 2016 and has held it in 35 quarters since. The position peaked at $3.56M in Q4 2018. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- BCWM LLC held 27,009 shares of Schwab US Mid-Cap ETF worth $836K as of Q1 2026.
- BCWM LLC sold 2,480 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $79K.
- Schwab US Mid-Cap ETF made up 0.24% of BCWM LLC's portfolio in Q1 2026, its #46 holding.
- BCWM LLC first reported a position in Schwab US Mid-Cap ETF in Q3 2016 and has held it in 35 quarters since.
- BCWM LLC's Schwab US Mid-Cap ETF position peaked at $3.56M in Q4 2018.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.