Columbus Macro’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Columbus Macro’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	$4.48M	Buy	144,803 +1,813	+1%	+$57.7K	0.48%	84
2025 Q4	$4.3M	Buy	142,990 +981	+0.7%	+$29.2K	0.47%	86
2025 Q3	$4.21M	Sell	142,009 -2,519	-2%	-$73.3K	0.48%	87
2025 Q2	$4.05M	Buy	144,528 +6,633	+5%	+$175K	0.5%	85
2025 Q1	$3.61M	Buy	137,895 +236	+0.2%	+$6.57K	0.48%	86
2024 Q4	$3.81M	Buy	137,659 +114,628	+498%	+$3.27M	0.53%	78
2024 Q3	$624K	Sell	23,031 -147	-0.6%	-$3.91K	0.23%	126
2024 Q2	$601K	Sell	23,178 -930	-4%	-$24.3K	0.23%	125
2024 Q1	$654K	Sell	24,108 -264	-1%	-$6.73K	0.25%	125
2023 Q4	$612K	Sell	24,372 -1,128	-4%	-$25.8K	0.24%	128
2023 Q3	$575K	Sell	25,500 -2,469	-9%	-$58.5K	0.24%	119
2023 Q2	$662K	Sell	27,969 -1,098	-4%	-$24.7K	0.26%	106
2023 Q1	$657K	Sell	29,067 -624	-2%	-$14.4K	0.24%	106
2022 Q4	$649K	Sell	29,691 -738	-2%	-$16.2K	0.25%	105
2022 Q3	$614K	Sell	30,429 -1,299	-4%	-$29K	0.25%	106
2022 Q2	$663K	Sell	31,728 -2,259	-7%	-$52.1K	0.25%	106
2022 Q1	$859K	Sell	33,987 -678	-2%	-$17K	0.29%	98
2021 Q4	$929K	Sell	34,665 -4,695	-12%	-$125K	0.31%	95
2021 Q3	$1.01M	Sell	39,360 -2,712	-6%	-$70.9K	0.33%	83
2021 Q2	$1.1M	Sell	42,072 -3,099	-7%	-$80K	0.34%	86
2021 Q1	$1.12M	Sell	45,171 -6,495	-13%	-$158K	0.35%	87
2020 Q4	$1.17M	Buy	51,666 +20,382	+65%	+$425K	0.36%	82
2020 Q3	$579K	Sell	31,284 -6,186	-17%	-$115K	0.18%	100
2020 Q2	$657K	Sell	37,470 -2,226	-6%	-$36.3K	0.18%	82
2020 Q1	$558K	Sell	39,696 -3,195	-7%	-$58.5K	0.16%	102
2019 Q4	$860K	Sell	42,891 -1,899	-4%	-$36.8K	0.19%	88
2019 Q3	$844K	Sell	44,790 -1,953	-4%	-$36.9K	0.21%	69
2019 Q2	$890K	Sell	46,743 -3,687	-7%	-$69K	0.19%	72
2019 Q1	$931K	Buy	+50,430	New	+$901K	0.2%	67
2018 Q4	–	Sell	-49,056	Closed	-$946K	–	146
2018 Q3	$946K	Sell	49,056 -17,709	-27%	-$337K	0.23%	66
2018 Q2	$1.22M	Buy	+66,765	New	+$1.21M	0.32%	56

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Columbus Macro's SCHM Position: Q1 2026 in Review

Columbus Macro increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q1 2026, buying an estimated $57.7K and bringing the position to 144,803 shares worth $4.48M. The position accounts for 0.48% of the portfolio, ranked #84.

Columbus Macro first reported a position in SCHM in Q2 2018 and has held it in 31 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Columbus Macro held 144,803 shares of Schwab US Mid-Cap ETF worth $4.48M as of Q1 2026.
Columbus Macro bought 1,813 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $57.7K.
Schwab US Mid-Cap ETF made up 0.48% of Columbus Macro's portfolio in Q1 2026, its #84 holding.
Columbus Macro first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and has held it in 31 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.