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

Condor 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
Q1 		$1.07M Sell
34,706
-3,255
-9% -$104K 0.09% 120
2025
Q4 		$1.14M Sell
37,961
-578
-1% -$17.2K 0.09% 119
2025
Q3 		$1.14M Sell
38,539
-393
-1% -$11.4K 0.09% 123
2025
Q2 		$1.09M Sell
38,932
-221
-0.6% -$5.83K 0.09% 124
2025
Q1 		$1.03M Sell
39,153
-3,843
-9% -$107K 0.1% 126
2024
Q4 		$1.19M Sell
42,996
-705
-2% -$20.1K 0.11% 123
2024
Q3 		$1.21M Sell
43,701
-1,575
-3% -$41.9K 0.11% 119
2024
Q2 		$1.17M Sell
45,276
-1,047
-2% -$27.4K 0.11% 117
2024
Q1 		$1.26M Sell
46,323
-1,065
-2% -$27.2K 0.12% 115
2023
Q4 		$1.19M Sell
47,388
-777
-2% -$17.8K 0.13% 121
2023
Q3 		$1.09M Buy
48,165
+1,287
+3% +$30.5K 0.13% 117
2023
Q2 		$1.11M Sell
46,878
-1,209
-3% -$27.2K 0.13% 119
2023
Q1 		$1.09M Sell
48,087
-4,401
-8% -$101K 0.14% 120
2022
Q4 		$1.15M Sell
52,488
-2,964
-5% -$65K 0.14% 126
2022
Q3 		$1.12M Sell
55,452
-2,130
-4% -$47.5K 0.15% 125
2022
Q2 		$1.2M Sell
57,582
-969
-2% -$22.4K 0.16% 115
2022
Q1 		$1.48M Sell
58,551
-1,092
-2% -$27.4K 0.17% 115
2021
Q4 		$1.6M Buy
59,643
+396
+0.7% +$10.6K 0.17% 110
2021
Q3 		$1.51M Sell
59,247
-1,428
-2% -$37.3K 0.16% 119
2021
Q2 		$1.58M Sell
60,675
-579
-0.9% -$15K 0.17% 112
2021
Q1 		$1.52M Sell
61,254
-3,147
-5% -$76.3K 0.18% 110
2020
Q4 		$1.46M Sell
64,401
-65,865
-51% -$1.37M 0.19% 108
2020
Q3 		$2.41M Sell
130,266
-8,853
-6% -$164K 0.35% 79
2020
Q2 		$2.44M Buy
139,119
+930
+0.7% +$15.2K 0.38% 71
2020
Q1 		$1.94M Buy
138,189
+81
+0.1% +$1.48K 0.36% 72
2019
Q4 		$2.77M Sell
138,108
-423
-0.3% -$8.19K 0.41% 63
2019
Q3 		$2.61M Sell
138,531
-1,845
-1% -$34.9K 0.41% 63
2019
Q2 		$2.67M Sell
140,376
-21,153
-13% -$396K 0.41% 64
2019
Q1 		$2.98M Sell
161,529
-492
-0.3% -$8.79K 0.49% 56
2018
Q4 		$2.59M Buy
162,021
+2,514
+2% +$43.9K 0.47% 54
2018
Q3 		$3.08M Sell
159,507
-1,947
-1% -$37.1K 0.56% 47
2018
Q2 		$2.95M Buy
161,454
+372
+0.2% +$6.73K 0.57% 46
2018
Q1 		$2.84M Buy
161,082
+2,385
+2% +$42.8K 0.62% 42
2017
Q4 		$2.82M Buy
158,697
+306
+0.2% +$5.28K 0.57% 44
2017
Q3 		$2.65M Sell
158,391
-648
-0.4% -$10.5K 0.53% 49
2017
Q2 		$2.55M Buy
159,039
+1,170
+0.7% +$18.6K 0.54% 48
2017
Q1 		$2.49M Sell
157,869
-4,665
-3% -$72.7K 0.54% 46
2016
Q4 		$2.45M Buy
162,534
+1,098
+0.7% +$16.1K 0.54% 42
2016
Q3 		$2.34M Sell
161,436
-693
-0.4% -$10K 0.55% 46
2016
Q2 		$2.27M Sell
162,129
-7,635
-4% -$105K 0.54% 46
2016
Q1 		$2.3M Buy
169,764
+18
+0% +$227 0.56% 45
2015
Q4 		$2.27M Buy
169,746
+1,071
+0.6% +$14.5K 0.55% 47
2015
Q3 		$2.19M Sell
168,675
-1,686
-1% -$23.4K 0.57% 41
2015
Q2 		$2.42M Sell
170,361
-4,305
-2% -$62.3K 0.58% 42
2015
Q1 		$2.51M Sell
174,666
-2,448
-1% -$34.2K 0.6% 40
2014
Q4 		$2.4M Buy
177,114
+915
+0.5% +$12.1K 0.65% 34
2014
Q3 		$2.27M Buy
176,199
+1,623
+0.9% +$21.5K 0.63% 37
2014
Q2 		$2.34M Buy
174,576
+101,064
+137% +$1.3M 0.66% 34
2014
Q1 		$946K Buy
73,512
+1,221
+2% +$15.4K 0.29% 101
2013
Q4 		$902K Buy
72,291
+138
+0.2% +$1.66K 0.29% 100
2013
Q3 		$833K Buy
72,153
+9,213
+15% +$104K 0.29% 101
2013
Q2 		$670K Buy
+62,940
New +$671K 0.25% 103

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Condor Capital Management's SCHM Position: Q1 2026 in Review

Condor Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 8.6% in Q1 2026, selling an estimated $104K and leaving 34,706 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #120.

Condor Capital Management first reported a position in SCHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.08M in Q3 2018. 1,013 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Condor Capital Management held 34,706 shares of Schwab US Mid-Cap ETF worth $1.07M as of Q1 2026.
  • Condor Capital Management sold 3,255 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $104K.
  • Schwab US Mid-Cap ETF made up 0.09% of Condor Capital Management's portfolio in Q1 2026, its #120 holding.
  • Condor Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Condor Capital Management's Schwab US Mid-Cap ETF position peaked at $3.08M in Q3 2018.
  • 1,013 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Condor Capital Management's 13F filing for Q1 2026, filed 11 May 2026.