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Birchbrook’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Birchbrook’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 		$5.37M Sell
145,601
-10,518
-7% -$362K 2.52% 10
2026
Q1 		$4.83M Sell
156,119
-2,935
-2% -$93.5K 2.37% 10
2025
Q4 		$4.78M Sell
159,054
-3,787
-2% -$113K 2.38% 9
2025
Q3 		$4.83M Sell
162,841
-3,043
-2% -$88.6K 2.5% 9
2025
Q2 		$4.65M Sell
165,884
-19,302
-10% -$509K 2.49% 9
2025
Q1 		$4.85M Sell
185,186
-17,300
-9% -$482K 2.73% 9
2024
Q4 		$5.61M Sell
202,486
-4,844
-2% -$138K 3.19% 7
2024
Q3 		$5.74M Sell
207,330
-471
-0.2% -$12.5K 3.18% 6
2024
Q2 		$5.39M Sell
207,801
-3,369
-2% -$88.1K 3.23% 6
2024
Q1 		$5.73M Sell
211,170
-8,181
-4% -$209K 3.41% 6
2023
Q4 		$5.51M Buy
+219,351
New +$5.03M 3.63% 6

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Birchbrook's SCHM Position: Q2 2026 in Review

Birchbrook reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.7% in Q2 2026, selling an estimated $362K and leaving 145,601 shares worth $5.37M. The position accounts for 2.52% of the portfolio, ranked #10.

Birchbrook first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.74M in Q3 2024. 275 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Birchbrook held 145,601 shares of Schwab US Mid-Cap ETF worth $5.37M as of Q2 2026.
  • Birchbrook sold 10,518 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $362K.
  • Schwab US Mid-Cap ETF made up 2.52% of Birchbrook's portfolio in Q2 2026, its #10 holding.
  • Birchbrook first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Schwab US Mid-Cap ETF position peaked at $5.74M in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.