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

Boltwood 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	$3.57M	Buy	96,784 +1,530	+2%	+$52.7K	0.82%	33
2026 Q1	$2.95M	Buy	95,254 +4,280	+5%	+$136K	0.75%	34
2025 Q4	$2.74M	Buy	90,974 +2,210	+2%	+$65.9K	0.71%	37
2025 Q3	$2.63M	Buy	88,764 +3,985	+5%	+$116K	0.7%	40
2025 Q2	$2.38M	Buy	84,779 +5,806	+7%	+$153K	0.68%	41
2025 Q1	$2.07M	Buy	78,973 +5,679	+8%	+$158K	0.63%	44
2024 Q4	$2.03M	Sell	73,294 -128	-0.2%	-$3.65K	0.62%	44
2024 Q3	$2.03M	Buy	73,422 +2,628	+4%	+$69.9K	0.6%	46
2024 Q2	$1.84M	Buy	70,794 +525	+0.7%	+$13.7K	0.57%	50
2024 Q1	$1.91M	Buy	70,269 +3,852	+6%	+$98.3K	0.59%	49
2023 Q4	$1.67M	Buy	66,417 +9,210	+16%	+$211K	0.55%	52
2023 Q3	$1.29M	Buy	57,207 +3,804	+7%	+$90.1K	0.48%	55
2023 Q2	$1.26M	Buy	53,403 +3,414	+7%	+$76.9K	0.46%	58
2023 Q1	$1.13M	Sell	49,989 -3,168	-6%	-$73K	0.42%	62
2022 Q4	$1.16M	Buy	53,157 +7,500	+16%	+$164K	0.47%	59
2022 Q3	$921K	Buy	45,657 +3,894	+9%	+$86.9K	0.42%	67
2022 Q2	$873K	Buy	41,763 +3,042	+8%	+$70.2K	0.38%	82
2022 Q1	$979K	Buy	38,721 +9,483	+32%	+$238K	0.38%	80
2021 Q4	$784K	Buy	29,238 +4,473	+18%	+$119K	0.29%	90
2021 Q3	$633K	Buy	24,765 +5,295	+27%	+$138K	0.26%	97
2021 Q2	$508K	Buy	19,470 +1,965	+11%	+$50.8K	0.21%	110
2021 Q1	$434K	Buy	17,505 +255	+1%	+$6.19K	0.19%	111
2020 Q4	$392K	Buy	17,250 +1,200	+7%	+$25K	0.19%	113
2020 Q3	$297K	Sell	16,050 -300	-2%	-$5.56K	0.17%	121
2020 Q2	$287K	Sell	16,350 -7,575	-32%	-$123K	0.17%	113
2020 Q1	$336K	Sell	23,925 -16,608	-41%	-$304K	0.24%	102
2019 Q4	$813K	Buy	40,533 +15,558	+62%	+$301K	0.46%	74
2019 Q3	$471K	Buy	24,975 +8,550	+52%	+$162K	0.3%	91
2019 Q2	$313K	Buy	16,425 +3,075	+23%	+$57.5K	0.2%	111
2019 Q1	$246K	Sell	13,350 -9,045	-40%	-$162K	0.16%	124
2018 Q4	$357K	Buy	22,395 +2,016	+10%	+$35.2K	0.24%	102
2018 Q3	$392K	Buy	20,379 +3,027	+17%	+$57.7K	0.23%	107
2018 Q2	$317K	Buy	17,352 +4,602	+36%	+$83.2K	0.21%	111
2018 Q1	$224K	Hold	12,750	–	–	0.15%	115
2017 Q4	$226K	Buy	12,750 +600	+5%	+$10.4K	0.14%	116
2017 Q3	$202K	Buy	+12,150	New	+$197K	0.13%	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

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

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

Boltwood Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.6% in Q2 2026, buying an estimated $52.7K and bringing the position to 96,784 shares worth $3.57M. The position accounts for 0.82% of the portfolio, ranked #33.

Boltwood Capital Management first reported a position in SCHM in Q3 2017 and has held it in 36 quarters since. 213 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Boltwood Capital Management held 96,784 shares of Schwab US Mid-Cap ETF worth $3.57M as of Q2 2026.
Boltwood Capital Management bought 1,530 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $52.7K.
Schwab US Mid-Cap ETF made up 0.82% of Boltwood Capital Management's portfolio in Q2 2026, its #33 holding.
Boltwood Capital Management first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 36 quarters since.
213 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.