Cooper/Haims Advisors’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 | $729K | Buy |
23,558
+171
| +0.7% | +$5.45K | 0.34% | 36 |
|
|
2025
Q4 | $703K | Buy |
23,387
+12
| +0.1% | +$358 | 0.32% | 37 |
|
|
2025
Q3 | $693K | Buy |
23,375
+12
| +0.1% | +$349 | 0.32% | 34 |
|
|
2025
Q2 | $655K | Buy |
23,363
+200
| +0.9% | +$5.28K | 0.32% | 31 |
|
|
2025
Q1 | $607K | Buy |
23,163
+127
| +0.6% | +$3.54K | 0.33% | 32 |
|
|
2024
Q4 | $638K | Buy |
23,036
+8
| +0% | +$228 | 0.36% | 31 |
|
|
2024
Q3 | $638K | Sell |
23,028
-1,551
| -6% | -$41.2K | 0.35% | 33 |
|
|
2024
Q2 | $638K | Sell |
24,579
-114
| -0.5% | -$2.98K | 0.36% | 30 |
|
|
2024
Q1 | $670K | Buy |
24,693
+132
| +0.5% | +$3.37K | 0.39% | 27 |
|
|
2023
Q4 | $617K | Buy |
24,561
+12
| +0% | +$275 | 0.35% | 28 |
|
|
2023
Q3 | $554K | Sell |
24,549
-3,879
| -14% | -$91.9K | 0.43% | 28 |
|
|
2023
Q2 | $673K | Sell |
28,428
-1,011
| -3% | -$22.8K | 0.52% | 27 |
|
|
2023
Q1 | $666K | Buy |
29,439
+9
| +0% | +$207 | 0.53% | 25 |
|
|
2022
Q4 | $644K | Sell |
29,430
-288
| -1% | -$6.31K | 0.46% | 29 |
|
|
2022
Q3 | $600K | Buy |
29,718
+15
| +0.1% | +$335 | 0.5% | 26 |
|
|
2022
Q2 | $621K | Sell |
29,703
-816
| -3% | -$18.8K | 0.41% | 29 |
|
|
2022
Q1 | $772K | Sell |
30,519
-39
| -0.1% | -$978 | 0.5% | 28 |
|
|
2021
Q4 | $819K | Sell |
30,558
-30,534
| -50% | -$814K | 0.5% | 28 |
|
|
2021
Q3 | $1.58M | Buy |
61,092
+30,549
| +100% | +$798K | 0.95% | 19 |
|
|
2021
Q2 | $797K | Buy |
30,543
+231
| +0.8% | +$5.97K | 0.52% | 25 |
|
|
2021
Q1 | $752K | Sell |
30,312
-36
| -0.1% | -$873 | 0.53% | 25 |
|
|
2020
Q4 | $690K | Sell |
30,348
-4,269
| -12% | -$89K | 0.53% | 23 |
|
|
2020
Q3 | $640K | Buy |
34,617
+456
| +1% | +$8.45K | 0.53% | 20 |
|
|
2020
Q2 | $599K | Sell |
34,161
-144
| -0.4% | -$2.35K | 0.49% | 20 |
|
|
2020
Q1 | $482K | Sell |
34,305
-465
| -1% | -$8.52K | 0.42% | 20 |
|
|
2019
Q4 | $697K | Sell |
34,770
-1,551
| -4% | -$30K | 0.38% | 20 |
|
|
2019
Q3 | $685K | Sell |
36,321
-207
| -0.6% | -$3.91K | 0.42% | 18 |
|
|
2019
Q2 | $695K | Sell |
36,528
-2,661
| -7% | -$49.8K | 0.43% | 18 |
|
|
2019
Q1 | $724K | Sell |
39,189
-3,480
| -8% | -$62.2K | 0.46% | 17 |
|
|
2018
Q4 | $682K | Sell |
42,669
-3,711
| -8% | -$64.8K | 0.47% | 17 |
|
|
2018
Q3 | $894K | Sell |
46,380
-1,860
| -4% | -$35.4K | 0.62% | 14 |
|
|
2018
Q2 | $883K | Sell |
48,240
-9,963
| -17% | -$180K | 0.65% | 14 |
|
|
2018
Q1 | $1.03M | Sell |
58,203
-60,603
| -51% | -$1.09M | 0.9% | 10 |
|
|
2017
Q4 | $2.11M | Buy |
+118,806
| New | +$2.05M | 1.95% | 9 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Cooper/Haims Advisors's SCHM Position: Q1 2026 in Review
Cooper/Haims Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.73% in Q1 2026, buying an estimated $5.45K and bringing the position to 23,558 shares worth $729K. The position accounts for 0.34% of the portfolio, ranked #36.
Cooper/Haims Advisors first reported a position in SCHM in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.11M in Q4 2017. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Cooper/Haims Advisors held 23,558 shares of Schwab US Mid-Cap ETF worth $729K as of Q1 2026.
- Cooper/Haims Advisors bought 171 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $5.45K.
- Schwab US Mid-Cap ETF made up 0.34% of Cooper/Haims Advisors's portfolio in Q1 2026, its #36 holding.
- Cooper/Haims Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Cooper/Haims Advisors's Schwab US Mid-Cap ETF position peaked at $2.11M in Q4 2017.
- 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.