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Contravisory Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Contravisory Investment 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
Q2 		$274K Sell
7,444
-11,568
-61% -$398K 0.05% 197
2026
Q1 		$589K Sell
19,012
-4,861
-20% -$155K 0.12% 133
2025
Q4 		$718K Sell
23,873
-2,599
-10% -$77.5K 0.14% 109
2025
Q3 		$785K Buy
26,472
+22,524
+571% +$656K 0.15% 98
2025
Q2 		$111K Sell
3,948
-52
-1% -$1.37K 0.02% 266
2025
Q1 		$105K Buy
4,000
+1,148
+40% +$32K 0.02% 266
2024
Q4 		$79K Sell
2,852
-247
-8% -$7.04K 0.02% 240
2024
Q3 		$85.8K Buy
3,099
+90
+3% +$2.39K 0.02% 231
2024
Q2 		$78.1K Buy
3,009
+555
+23% +$14.5K 0.02% 229
2024
Q1 		$66.6K Buy
2,454
+426
+21% +$10.9K 0.01% 229
2023
Q4 		$50.9K Hold
2,028
– – 0.01% 225
2023
Q3 		$45.8K Buy
2,028
+141
+7% +$3.34K 0.01% 233
2023
Q2 		$44.7K Buy
1,887
+327
+21% +$7.37K 0.01% 225
2023
Q1 		$35.3K Buy
1,560
+9
+0.6% +$207 0.01% 235
2022
Q4 		$33.9K Sell
1,551
-4,578
-75% -$100K 0.01% 242
2022
Q3 		$124K Buy
6,129
+333
+6% +$7.43K 0.04% 206
2022
Q2 		$121K Buy
5,796
+594
+11% +$13.7K 0.04% 210
2022
Q1 		$132K Buy
5,202
+261
+5% +$6.54K 0.04% 208
2021
Q4 		$132K Buy
4,941
+363
+8% +$9.68K 0.04% 204
2021
Q3 		$117K Buy
4,578
+87
+2% +$2.27K 0.04% 204
2021
Q2 		$117K Buy
4,491
+693
+18% +$17.9K 0.03% 198
2021
Q1 		$94K Buy
3,798
+174
+5% +$4.22K 0.03% 193
2020
Q4 		$82K Buy
3,624
+42
+1% +$876 0.03% 191
2020
Q3 		$66K Sell
3,582
-1,377
-28% -$25.5K 0.02% 190
2020
Q2 		$89K Sell
4,959
-687
-12% -$11.2K 0.03% 190
2020
Q1 		$79K Sell
5,646
-19,059
-77% -$349K 0.04% 191
2019
Q4 		$495K Buy
24,705
+3,735
+18% +$72.3K 0.18% 58
2019
Q3 		$395K Buy
20,970
+990
+5% +$18.7K 0.15% 76
2019
Q2 		$380K Buy
19,980
+651
+3% +$12.2K 0.15% 79
2019
Q1 		$357K Buy
+19,329
New +$345K 0.14% 92

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Contravisory Investment Management's SCHM Position: Q2 2026 in Review

Contravisory Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 61% in Q2 2026, selling an estimated $398K and leaving 7,444 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #197.

Contravisory Investment Management first reported a position in SCHM in Q1 2019 and has held it in 30 quarters since. The position peaked at $785K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Contravisory Investment Management held 7,444 shares of Schwab US Mid-Cap ETF worth $274K as of Q2 2026.
  • Contravisory Investment Management sold 11,568 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $398K.
  • Schwab US Mid-Cap ETF made up 0.05% of Contravisory Investment Management's portfolio in Q2 2026, its #197 holding.
  • Contravisory Investment Management first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Contravisory Investment Management's Schwab US Mid-Cap ETF position peaked at $785K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.