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Black Diamond Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Black Diamond Financial’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
Q1 		$8.26M Buy
266,939
+5
+0% +$159 0.9% 27
2025
Q4 		$8.03M Sell
266,934
-9,963
-4% -$297K 0.85% 28
2025
Q3 		$8.21M Buy
276,897
+8,357
+3% +$243K 0.92% 26
2025
Q2 		$7.53M Buy
268,540
+2,780
+1% +$73.3K 1.17% 24
2025
Q1 		$6.96M Buy
265,760
+2,315
+0.9% +$64.5K 1.05% 25
2024
Q4 		$7.3M Sell
263,445
-897
-0.3% -$25.6K 1.09% 27
2024
Q3 		$7.32M Sell
264,342
-1,500
-0.6% -$39.9K 1.24% 22
2024
Q2 		$6.9M Buy
265,842
+243
+0.1% +$6.36K 1.33% 21
2024
Q1 		$6.67M Hold
265,599
– – 1.8% 16
2023
Q4 		$6.67M Sell
265,599
-138
-0.1% -$3.16K 1.8% 16
2023
Q3 		$6M Buy
265,737
+1,503
+0.6% +$35.6K 1.85% 16
2023
Q2 		$6.26M Sell
264,234
-2,760
-1% -$62.2K 1.85% 16
2023
Q1 		$6.04M Buy
266,994
+1,995
+0.8% +$45.9K 1.98% 15
2022
Q4 		$5.8M Sell
264,999
-450
-0.2% -$9.86K 2.1% 15
2022
Q3 		$5.36M Buy
265,449
+21,282
+9% +$475K 2.16% 13
2022
Q2 		$5.11M Sell
244,167
-10,194
-4% -$235K 2.01% 14
2022
Q1 		$6.43M Sell
254,361
-9,681
-4% -$243K 2.03% 11
2021
Q4 		$7.08M Buy
264,042
+27,858
+12% +$743K 2.38% 10
2021
Q3 		$6.04M Sell
236,184
-40,317
-15% -$1.05M 2.9% 11
2021
Q2 		$7.21M Buy
276,501
+13,113
+5% +$339K 2.82% 11
2021
Q1 		$6.54M Buy
263,388
+24,816
+10% +$602K 2.77% 10
2020
Q4 		$5.42M Buy
238,572
+9,108
+4% +$190K 2.49% 11
2020
Q3 		$4.24M Sell
229,464
-585
-0.3% -$10.8K 2.38% 11
2020
Q2 		$4.04M Sell
230,049
-92,046
-29% -$1.5M 2.63% 12
2020
Q1 		$4.53M Sell
322,095
-9,840
-3% -$180K 3.44% 11
2019
Q4 		$6.66M Sell
331,935
-8,445
-2% -$164K 4.82% 5
2019
Q3 		$6.37M Buy
340,380
+40,842
+14% +$772K 4.7% 5
2019
Q2 		$5.7M Buy
299,538
+10,326
+4% +$193K 4.86% 5
2019
Q1 		$5.34M Sell
289,212
-36,318
-11% -$649K 4.78% 5
2018
Q4 		$4.99M Buy
+325,530
New +$5.69M 3.93% 6

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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

Black Diamond Financial's SCHM Position: Q1 2026 in Review

Black Diamond Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 0% in Q1 2026, buying an estimated $159 and bringing the position to 266,939 shares worth $8.26M. The position accounts for 0.9% of the portfolio, ranked #27.

Black Diamond Financial first reported a position in SCHM in Q4 2018 and has held it in 30 quarters since. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Black Diamond Financial held 266,939 shares of Schwab US Mid-Cap ETF worth $8.26M as of Q1 2026.
  • Black Diamond Financial bought 5 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $159.
  • Schwab US Mid-Cap ETF made up 0.9% of Black Diamond Financial's portfolio in Q1 2026, its #27 holding.
  • Black Diamond Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.