Commonwealth Equity Services’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
Q1 | $8.3M | Sell |
267,979
-22,130
| -8% | -$705K | 0.01% | 999 |
|
|
2025
Q4 | $8.72M | Sell |
290,109
-73,893
| -20% | -$2.2M | 0.01% | 970 |
|
|
2025
Q3 | $10.8M | Sell |
364,002
-19,615
| -5% | -$571K | 0.01% | 883 |
|
|
2025
Q2 | $10.8M | Sell |
383,617
-313,455
| -45% | -$8.27M | 0.01% | 855 |
|
|
2025
Q1 | $18.3M | Buy |
697,072
+28,566
| +4% | +$796K | 0.03% | 600 |
|
|
2024
Q4 | $18.5M | Buy |
668,506
+28,726
| +4% | +$818K | 0.03% | 558 |
|
|
2024
Q3 | $17.7M | Sell |
639,780
-2,193
| -0.3% | -$58.3K | 0.03% | 567 |
|
|
2024
Q2 | $16.7M | Sell |
641,973
-8,577
| -1% | -$224K | 0.03% | 581 |
|
|
2024
Q1 | $17.7M | Sell |
650,550
-25,344
| -4% | -$646K | 0.03% | 533 |
|
|
2023
Q4 | $17M | Sell |
675,894
-7,755
| -1% | -$178K | 0.03% | 508 |
|
|
2023
Q3 | $15.4M | Buy |
683,649
+29,742
| +5% | +$705K | 0.03% | 507 |
|
|
2023
Q2 | $15.5M | Buy |
653,907
+31,377
| +5% | +$707K | 0.03% | 504 |
|
|
2023
Q1 | $14.1K | Sell |
622,530
-138
| -0% | -$3.18K | 0.03% | 525 |
|
|
2022
Q4 | $13.6M | Buy |
622,668
+47,910
| +8% | +$1.05M | 0.03% | 506 |
|
|
2022
Q3 | $11.6M | Buy |
574,758
+23,766
| +4% | +$530K | 0.03% | 521 |
|
|
2022
Q2 | $11.5M | Sell |
550,992
-329,910
| -37% | -$7.61M | 0.03% | 516 |
|
|
2022
Q1 | $22.3M | Sell |
880,902
-11,376
| -1% | -$285K | 0.05% | 333 |
|
|
2021
Q4 | $23.9M | Buy |
892,278
+17,088
| +2% | +$456K | 0.05% | 322 |
|
|
2021
Q3 | $22.4M | Buy |
875,190
+28,008
| +3% | +$732K | 0.06% | 316 |
|
|
2021
Q2 | $22.1M | Buy |
847,182
+31,731
| +4% | +$820K | 0.06% | 328 |
|
|
2021
Q1 | $20.2M | Sell |
815,451
-536,283
| -40% | -$13M | 0.06% | 319 |
|
|
2020
Q4 | $30.7M | Buy |
1,351,734
+175,710
| +15% | +$3.66M | 0.09% | 220 |
|
|
2020
Q3 | $21.7M | Buy |
1,176,024
+110,484
| +10% | +$2.05M | 0.07% | 248 |
|
|
2020
Q2 | $18.7M | Buy |
1,065,540
+11,742
| +1% | +$191K | 0.07% | 254 |
|
|
2020
Q1 | $14.8M | Buy |
1,053,798
+24,870
| +2% | +$455K | 0.07% | 267 |
|
|
2019
Q4 | $20.6M | Buy |
1,028,928
+124,542
| +14% | +$2.41M | 0.08% | 242 |
|
|
2019
Q3 | $17M | Sell |
904,386
-253,962
| -22% | -$4.8M | 0.07% | 263 |
|
|
2019
Q2 | $22M | Buy |
1,158,348
+18,198
| +2% | +$340K | 0.1% | 211 |
|
|
2019
Q1 | $21.1M | Buy |
1,140,150
+1,764
| +0.2% | +$31.5K | 0.1% | 208 |
|
|
2018
Q4 | $18.2M | Buy |
1,138,386
+74,730
| +7% | +$1.31M | 0.1% | 203 |
|
|
2018
Q3 | $20.5M | Sell |
1,063,656
-85,455
| -7% | -$1.63M | 0.1% | 202 |
|
|
2018
Q2 | $21M | Buy |
1,149,111
+86,022
| +8% | +$1.56M | 0.11% | 175 |
|
|
2018
Q1 | $18.7M | Buy |
1,063,089
+162,294
| +18% | +$2.92M | 0.1% | 191 |
|
|
2017
Q4 | $16M | Buy |
900,795
+592,101
| +192% | +$10.2M | 0.09% | 206 |
|
|
2017
Q3 | $5.16M | Buy |
308,694
+23,100
| +8% | +$375K | 0.03% | 435 |
|
|
2017
Q2 | $4.58M | Buy |
285,594
+10,599
| +4% | +$168K | 0.03% | 468 |
|
|
2017
Q1 | $4.34M | Buy |
274,995
+75,864
| +38% | +$1.18M | 0.03% | 468 |
|
|
2016
Q4 | $3M | Buy |
199,131
+47,673
| +31% | +$698K | 0.02% | 555 |
|
|
2016
Q3 | $2.2M | Sell |
151,458
-6,135
| -4% | -$88.7K | 0.02% | 645 |
|
|
2016
Q2 | $2.21M | Buy |
157,593
+21,156
| +16% | +$292K | 0.02% | 606 |
|
|
2016
Q1 | $1.85M | Sell |
136,437
-191,271
| -58% | -$2.41M | 0.02% | 680 |
|
|
2015
Q4 | $4.38M | Buy |
327,708
+206,268
| +170% | +$2.8M | 0.04% | 362 |
|
|
2015
Q3 | $1.57M | Sell |
121,440
-346,383
| -74% | -$4.81M | 0.02% | 680 |
|
|
2015
Q2 | $6.65M | Buy |
467,823
+369,075
| +374% | +$5.34M | 0.07% | 274 |
|
|
2015
Q1 | $1.42M | Buy |
98,748
+66,576
| +207% | +$929K | 0.01% | 771 |
|
|
2014
Q4 | $436K | Buy |
32,172
+2,262
| +8% | +$29.8K | ﹤0.01% | 1355 |
|
|
2014
Q3 | $386K | Sell |
29,910
-269,712
| -90% | -$3.57M | ﹤0.01% | 1404 |
|
|
2014
Q2 | $4.02M | Buy |
299,622
+266,043
| +792% | +$3.43M | 0.05% | 337 |
|
|
2014
Q1 | $432K | Sell |
33,579
-5,316
| -14% | -$67.1K | 0.01% | 1258 |
|
|
2013
Q4 | $485K | Sell |
38,895
-530,862
| -93% | -$6.37M | 0.01% | 1151 |
|
|
2013
Q3 | $6.58M | Buy |
569,757
+542,727
| +2,008% | +$6.12M | 0.11% | 189 |
|
|
2013
Q2 | $288K | Buy |
+27,030
| New | +$288K | 0.01% | 1325 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Commonwealth Equity Services's SCHM Position: Q1 2026 in Review
Commonwealth Equity Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7.6% in Q1 2026, selling an estimated $705K and leaving 267,979 shares worth $8.3M. The position accounts for 0.01% of the portfolio, ranked #999.
Commonwealth Equity Services first reported a position in SCHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.7M in Q4 2020. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Commonwealth Equity Services held 267,979 shares of Schwab US Mid-Cap ETF worth $8.3M as of Q1 2026.
- Commonwealth Equity Services sold 22,130 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $705K.
- Schwab US Mid-Cap ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #999 holding.
- Commonwealth Equity Services first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's Schwab US Mid-Cap ETF position peaked at $30.7M in Q4 2020.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.