Clifford Swan Investment Counsel’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Clifford Swan Investment Counsel’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	$293K	Sell	7,958 -1,522	-16%	-$52.4K	0.01%	290
2026 Q1	$294K	Buy	9,480 +6	+0.1%	+$191	0.01%	273
2025 Q4	$285K	Buy	9,474 +10	+0.1%	+$298	0.01%	269
2025 Q3	$281K	Buy	9,464 +11	+0.1%	+$320	0.01%	280
2025 Q2	$265K	Buy	9,453 +8	+0.1%	+$211	0.01%	278
2025 Q1	$247K	Buy	9,445 +8	+0.1%	+$223	0.01%	289
2024 Q4	$262K	Buy	9,437 +119	+1%	+$3.39K	0.01%	280
2024 Q3	$258K	Buy	9,318 +18	+0.2%	+$479	0.01%	286
2024 Q2	$241K	Hold	9,300	–	–	0.01%	280
2024 Q1	$252K	Buy	9,300 +9	+0.1%	+$230	0.01%	280
2023 Q4	$233K	Sell	9,291 -57	-0.6%	-$1.31K	0.01%	284
2023 Q3	$211K	Sell	9,348 -75	-0.8%	-$1.78K	0.01%	289
2023 Q2	$223K	Buy	9,423 +168	+2%	+$3.79K	0.01%	288
2023 Q1	$209K	Buy	9,255 +6	+0.1%	+$138	0.01%	288
2022 Q4	$202K	Buy	+9,249	New	+$203K	0.01%	300
2022 Q2	–	Sell	-9,303	Closed	-$235K	–	321
2022 Q1	$235K	Buy	9,303 +180	+2%	+$4.51K	0.01%	305
2021 Q4	$245K	Buy	9,123 +9	+0.1%	+$240	0.01%	310
2021 Q3	$250K	Buy	9,114 +6	+0.1%	+$157	0.01%	308
2021 Q2	$236K	Buy	+9,108	New	+$235K	0.01%	302
2018 Q4	–	Sell	-32,382	Closed	-$624K	–	314
2018 Q3	$624K	Sell	32,382 -6,306	-16%	-$120K	0.03%	189
2018 Q2	$708K	Buy	+38,688	New	+$700K	0.04%	179

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Clifford Swan Investment Counsel's SCHM Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Schwab US Mid-Cap ETF (SCHM) stake by 16% in Q2 2026, selling an estimated $52.4K and leaving 7,958 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #290.

Clifford Swan Investment Counsel first reported a position in SCHM in Q2 2018 and has held it in 21 quarters since. The position peaked at $708K in Q2 2018. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Clifford Swan Investment Counsel held 7,958 shares of Schwab US Mid-Cap ETF worth $293K as of Q2 2026.
Clifford Swan Investment Counsel sold 1,522 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $52.4K.
Schwab US Mid-Cap ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #290 holding.
Clifford Swan Investment Counsel first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and has held it in 21 quarters since.
Clifford Swan Investment Counsel's Schwab US Mid-Cap ETF position peaked at $708K in Q2 2018.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.