Bigelow Investment Advisors’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 | $791K | Sell |
25,536
-2,290
| -8% | -$72.9K | 0.32% | 83 |
|
|
2025
Q4 | $837K | Sell |
27,826
-3,570
| -11% | -$106K | 0.33% | 76 |
|
|
2025
Q3 | $931K | Sell |
31,396
-1,435
| -4% | -$41.8K | 0.38% | 73 |
|
|
2025
Q2 | $921K | Sell |
32,831
-1,568
| -5% | -$41.4K | 0.41% | 69 |
|
|
2025
Q1 | $901K | Sell |
34,399
-1,304
| -4% | -$36.3K | 0.43% | 70 |
|
|
2024
Q4 | $989K | Sell |
35,703
-948
| -3% | -$27K | 0.46% | 63 |
|
|
2024
Q3 | $1.02M | Sell |
36,651
-843
| -2% | -$22.4K | 0.45% | 66 |
|
|
2024
Q2 | $973K | Sell |
37,494
-225
| -0.6% | -$5.89K | 0.46% | 62 |
|
|
2024
Q1 | $1.02M | Sell |
37,719
-330
| -0.9% | -$8.42K | 0.5% | 61 |
|
|
2023
Q4 | $955K | Sell |
38,049
-1,554
| -4% | -$35.6K | 0.52% | 59 |
|
|
2023
Q3 | $893K | Sell |
39,603
-27
| -0.1% | -$640 | 0.51% | 60 |
|
|
2023
Q2 | $938K | Sell |
39,630
-1,626
| -4% | -$36.6K | 0.51% | 61 |
|
|
2023
Q1 | $933K | Sell |
41,256
-270
| -0.7% | -$6.22K | 0.54% | 59 |
|
|
2022
Q4 | $908K | Sell |
41,526
-7,254
| -15% | -$159K | 0.53% | 62 |
|
|
2022
Q3 | $984K | Sell |
48,780
-1,350
| -3% | -$30.1K | 0.59% | 53 |
|
|
2022
Q2 | $1.05M | Sell |
50,130
-2,274
| -4% | -$52.5K | 0.58% | 54 |
|
|
2022
Q1 | $1.32M | Buy |
52,404
+2,628
| +5% | +$65.9K | 0.62% | 45 |
|
|
2021
Q4 | $1.33M | Sell |
49,776
-438
| -0.9% | -$11.7K | 0.61% | 43 |
|
|
2021
Q3 | $1.28M | Buy |
50,214
+3,147
| +7% | +$82.2K | 0.63% | 42 |
|
|
2021
Q2 | $1.23M | Hold |
47,067
| – | – | 0.6% | 45 |
|
|
2021
Q1 | $1.17M | Sell |
47,067
-5,955
| -11% | -$144K | 0.59% | 48 |
|
|
2020
Q4 | $1.21M | Sell |
53,022
-2,310
| -4% | -$48.2K | 0.64% | 43 |
|
|
2020
Q3 | $1.02M | Sell |
55,332
-8,223
| -13% | -$152K | 0.61% | 46 |
|
|
2020
Q2 | $1.11M | Sell |
63,555
-36,681
| -37% | -$598K | 0.72% | 36 |
|
|
2020
Q1 | $1.41M | Buy |
100,236
+3,105
| +3% | +$56.9K | 1.06% | 21 |
|
|
2019
Q4 | $1.95M | Buy |
97,131
+4,119
| +4% | +$79.8K | 1.14% | 19 |
|
|
2019
Q3 | $1.75M | Buy |
93,012
+6,609
| +8% | +$125K | 1.11% | 20 |
|
|
2019
Q2 | $1.64M | Sell |
86,403
-9,963
| -10% | -$186K | 1.1% | 20 |
|
|
2019
Q1 | $1.78M | Sell |
96,366
-7,119
| -7% | -$127K | 1.23% | 17 |
|
|
2018
Q4 | $1.65M | Buy |
103,485
+900
| +0.9% | +$15.7K | 1.24% | 19 |
|
|
2018
Q3 | $1.98M | Buy |
102,585
+2,322
| +2% | +$44.2K | 1.33% | 17 |
|
|
2018
Q2 | $1.83M | Buy |
100,263
+5,706
| +6% | +$103K | 1.25% | 18 |
|
|
2018
Q1 | $1.67M | Buy |
94,557
+198
| +0.2% | +$3.56K | 1.13% | 20 |
|
|
2017
Q4 | $1.68M | Buy |
+94,359
| New | +$1.63M | 1.67% | 13 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Bigelow Investment Advisors's SCHM Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 8.2% in Q1 2026, selling an estimated $72.9K and leaving 25,536 shares worth $791K. The position accounts for 0.32% of the portfolio, ranked #83.
Bigelow Investment Advisors first reported a position in SCHM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.98M in Q3 2018. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Bigelow Investment Advisors held 25,536 shares of Schwab US Mid-Cap ETF worth $791K as of Q1 2026.
- Bigelow Investment Advisors sold 2,290 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $72.9K.
- Schwab US Mid-Cap ETF made up 0.32% of Bigelow Investment Advisors's portfolio in Q1 2026, its #83 holding.
- Bigelow Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's Schwab US Mid-Cap ETF position peaked at $1.98M in Q3 2018.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.