Clear Investment Research’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
Q2 | $1.47M | Sell |
39,745
-162
| -0.4% | -$5.58K | 2.28% | 13 |
|
|
2026
Q1 | $1.24M | Buy |
39,907
+6
| +0% | +$191 | 1.93% | 13 |
|
|
2025
Q4 | $1.2M | Sell |
39,901
-46
| -0.1% | -$1.37K | 1.99% | 16 |
|
|
2025
Q3 | $1.18M | Sell |
39,947
-70
| -0.2% | -$2.04K | 1.59% | 17 |
|
|
2025
Q2 | $1.12M | Sell |
40,017
-565
| -1% | -$14.9K | 1.42% | 16 |
|
|
2025
Q1 | $1.06M | Sell |
40,582
-31
| -0.1% | -$863 | 1.42% | 17 |
|
|
2024
Q4 | $1.13M | Sell |
40,613
-49
| -0.1% | -$1.4K | 1.45% | 17 |
|
|
2024
Q3 | $1.13M | Buy |
40,662
+18
| +0% | +$479 | 1.46% | 16 |
|
|
2024
Q2 | $1.05M | Buy |
40,644
+6
| +0% | +$157 | 1.37% | 17 |
|
|
2024
Q1 | $1.1M | Sell |
40,638
-3,015
| -7% | -$76.9K | 1.48% | 16 |
|
|
2023
Q4 | $1.1M | Buy |
43,653
+2,523
| +6% | +$57.8K | 1.54% | 16 |
|
|
2023
Q3 | $928K | Buy |
41,130
+57
| +0.1% | +$1.35K | 1.61% | 17 |
|
|
2023
Q2 | $972K | Buy |
41,073
+2,790
| +7% | +$62.9K | 1.63% | 17 |
|
|
2023
Q1 | $866K | Buy |
38,283
+486
| +1% | +$11.2K | 1.52% | 19 |
|
|
2022
Q4 | $827K | Buy |
37,797
+96
| +0.3% | +$2.1K | 1.6% | 17 |
|
|
2022
Q3 | $761K | Hold |
37,701
| – | – | 1.6% | 16 |
|
|
2022
Q2 | $788K | Sell |
37,701
-306
| -0.8% | -$7.06K | 1.74% | 17 |
|
|
2022
Q1 | $961K | Buy |
38,007
+219
| +0.6% | +$5.49K | 1.88% | 14 |
|
|
2021
Q4 | $1.01M | Hold |
37,788
| – | – | 1.55% | 15 |
|
|
2021
Q3 | $966K | Buy |
37,788
+282
| +0.8% | +$7.37K | 1.56% | 14 |
|
|
2021
Q2 | $979K | Sell |
37,506
-18
| -0% | -$465 | 1.63% | 13 |
|
|
2021
Q1 | $931K | Sell |
37,524
-990
| -3% | -$24K | 1.68% | 14 |
|
|
2020
Q4 | $855K | Hold |
38,514
| – | – | 1.55% | 15 |
|
|
2020
Q3 | $699K | Hold |
38,514
| – | – | 1.42% | 16 |
|
|
2020
Q2 | $676K | Buy |
38,514
+5,832
| +18% | +$95.1K | 1.45% | 16 |
|
|
2020
Q1 | $459K | Sell |
32,682
-9
| -0% | -$165 | 1.12% | 19 |
|
|
2019
Q4 | $655K | Buy |
32,691
+1,725
| +6% | +$33.4K | 1.35% | 16 |
|
|
2019
Q3 | $584K | Hold |
30,966
| – | – | 1.25% | 17 |
|
|
2019
Q2 | $589K | Sell |
30,966
-891
| -3% | -$16.7K | 0.96% | 18 |
|
|
2019
Q1 | $588K | Buy |
31,857
+2,046
| +7% | +$36.6K | 0.92% | 19 |
|
|
2018
Q4 | $476K | Buy |
29,811
+696
| +2% | +$12.2K | 0.77% | 20 |
|
|
2018
Q3 | $561K | Buy |
29,115
+5,850
| +25% | +$111K | 0.81% | 19 |
|
|
2018
Q2 | $410K | Hold |
23,265
| – | – | 0.27% | 26 |
|
|
2018
Q1 | $410K | Sell |
23,265
-72
| -0.3% | -$1.29K | 0.27% | 26 |
|
|
2017
Q4 | $414K | Hold |
23,337
| – | – | 0.27% | 26 |
|
|
2017
Q3 | $390K | Hold |
23,337
| – | – | 0.26% | 27 |
|
|
2017
Q2 | $37K | Buy |
+23,337
| New | +$371K | 0.03% | 44 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Clear Investment Research's SCHM Position: Q2 2026 in Review
Clear Investment Research reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.41% in Q2 2026, selling an estimated $5.58K and leaving 39,745 shares worth $1.47M. The position accounts for 2.28% of the portfolio, ranked #13.
Clear Investment Research first reported a position in SCHM in Q2 2017 and has held it in 37 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Clear Investment Research held 39,745 shares of Schwab US Mid-Cap ETF worth $1.47M as of Q2 2026.
- Clear Investment Research sold 162 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $5.58K.
- Schwab US Mid-Cap ETF made up 2.28% of Clear Investment Research's portfolio in Q2 2026, its #13 holding.
- Clear Investment Research first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 37 quarters since.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.