Blume Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Blume Capital Management’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	$38.7K	Hold	1,050	–	–	0.01%	218
2026 Q1	$32.5K	Hold	1,050	–	–	0.01%	218
2025 Q4	$31.6K	Hold	1,050	–	–	0.01%	207
2025 Q3	$31.1K	Hold	1,050	–	–	0.01%	219
2025 Q2	$29.5K	Hold	1,050	–	–	0.01%	218
2025 Q1	$27.5K	Hold	1,050	–	–	0.01%	214
2024 Q4	$29.1K	Hold	1,050	–	–	0.01%	208
2024 Q3	$29.1K	Hold	1,050	–	–	0.01%	218
2024 Q2	$27.2K	Hold	1,050	–	–	0.01%	208
2024 Q1	$28.5K	Hold	1,050	–	–	0.01%	205
2023 Q4	$26.4K	Hold	1,050	–	–	0.01%	205
2023 Q3	$23.7K	Hold	1,050	–	–	0.01%	210
2023 Q2	$24.9K	Hold	1,050	–	–	0.01%	205
2023 Q1	$23.7K	Hold	1,050	–	–	0.01%	204
2022 Q4	$23K	Hold	1,050	–	–	0.01%	207
2022 Q3	$21K	Hold	1,050	–	–	0.01%	202
2022 Q2	$22K	Hold	1,050	–	–	0.01%	205
2022 Q1	$27K	Hold	1,050	–	–	0.01%	197
2021 Q4	$28K	Hold	1,050	–	–	0.01%	209
2021 Q3	$27K	Hold	1,050	–	–	0.01%	211
2021 Q2	$27K	Hold	1,050	–	–	0.01%	203
2021 Q1	$26K	Hold	1,050	–	–	0.01%	189
2020 Q4	$24K	Hold	1,050	–	–	0.01%	154
2020 Q3	$19K	Hold	1,050	–	–	0.01%	154
2020 Q2	$18K	Sell	1,050 -1,083	-51%	-$17.7K	0.01%	152
2020 Q1	$30K	Hold	2,133	–	–	0.02%	131
2019 Q4	$42K	Hold	2,133	–	–	0.02%	129
2019 Q3	$40K	Sell	2,133 -3	-0.1%	-$57	0.02%	135
2019 Q2	$41K	Hold	2,136	–	–	0.02%	128
2019 Q1	$39K	Hold	2,136	–	–	0.02%	131
2018 Q4	$34K	Hold	2,136	–	–	0.02%	142
2018 Q3	$41K	Hold	2,136	–	–	0.02%	123
2018 Q2	$39K	Buy	2,136 +3	+0.1%	+$54	0.02%	120
2018 Q1	$37K	Buy	2,133 +3	+0.1%	+$54	0.02%	128
2017 Q4	$38K	Buy	2,130 +12	+0.6%	+$207	0.02%	138
2017 Q3	$35K	Buy	2,118 +6	+0.3%	+$98	0.02%	139
2017 Q2	$34K	Buy	2,112 +6	+0.3%	+$95	0.02%	121
2017 Q1	$33K	Sell	2,106 -447	-18%	-$6.97K	0.02%	120
2016 Q4	$38K	Buy	+2,553	New	+$37.4K	0.02%	117

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Blume Capital Management's SCHM Position: Q2 2026 in Review

Blume Capital Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 1,050 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #218.

Blume Capital Management first reported a position in SCHM in Q4 2016 and has held it in 39 quarters since. The position peaked at $42K in Q4 2019. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Blume Capital Management held 1,050 shares of Schwab US Mid-Cap ETF worth $38.7K as of Q2 2026.
Blume Capital Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.01% of Blume Capital Management's portfolio in Q2 2026, its #218 holding.
Blume Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
Blume Capital Management's Schwab US Mid-Cap ETF position peaked at $42K in Q4 2019.
551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.