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Cordant Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cordant Inc’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 		$40.2K Hold
1,089
– – 0.01% 68
2026
Q1 		$33.7K Hold
1,089
– – 0.01% 54
2025
Q4 		$32.7K Hold
1,089
– – 0.01% 54
2025
Q3 		$32.3K Hold
1,089
– – 0.01% 53
2025
Q2 		$30.5K Hold
1,089
– – 0.01% 52
2025
Q1 		$28.5K Hold
1,089
– – 0.01% 57
2024
Q4 		$30.2K Hold
1,089
– – 0.02% 62
2024
Q3 		$30.2K Buy
+1,089
New +$29K 0.02% 57
2022
Q2 		– Sell
-35,892
Closed -$908K – 1039
2022
Q1 		$908K Sell
35,892
-11,418
-24% -$286K 0.56% 21
2021
Q4 		$1.27M Sell
47,310
-3,729
-7% -$99.4K 0.74% 21
2021
Q3 		$1.3M Buy
51,039
+3,009
+6% +$78.6K 0.79% 17
2021
Q2 		$1.25M Buy
48,030
+5,679
+13% +$147K 0.79% 17
2021
Q1 		$1.05M Buy
42,351
+5,766
+16% +$140K 0.68% 25
2020
Q4 		$831K Buy
36,585
+2,328
+7% +$48.5K 0.65% 21
2020
Q3 		$634K Buy
34,257
+3,141
+10% +$58.2K 0.54% 25
2020
Q2 		$546K Buy
31,116
+9,408
+43% +$153K 0.47% 27
2020
Q1 		$305K Buy
21,708
+2,796
+15% +$51.2K 0.31% 28
2019
Q4 		$379K Buy
+18,912
New +$366K 0.32% 28

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

Cordant Inc's SCHM Position: Q2 2026 in Review

Cordant Inc held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 1,089 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #68.

Cordant Inc first reported a position in SCHM in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.3M in Q3 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Cordant Inc held 1,089 shares of Schwab US Mid-Cap ETF worth $40.2K as of Q2 2026.
  • Cordant Inc left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Cordant Inc's portfolio in Q2 2026, its #68 holding.
  • Cordant Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 18 quarters since.
  • Cordant Inc's Schwab US Mid-Cap ETF position peaked at $1.3M in Q3 2021.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cordant Inc's 13F filing for Q2 2026, filed 15 Jul 2026.