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Curbstone Financial Management Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Curbstone Financial Management Corp’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 		$19.1M Buy
518,787
+3,468
+0.7% +$119K 3.26% 5
2026
Q1 		$16M Buy
515,319
+17,370
+3% +$553K 3.05% 5
2025
Q4 		$15M Buy
497,949
+11,330
+2% +$338K 2.86% 8
2025
Q3 		$14.4M Sell
486,619
-7,170
-1% -$209K 2.77% 8
2025
Q2 		$13.9M Sell
493,789
-24,200
-5% -$638K 2.84% 7
2025
Q1 		$13.6M Sell
517,989
-4,300
-0.8% -$120K 2.86% 7
2024
Q4 		$14.5M Sell
522,289
-7,262
-1% -$207K 3.07% 7
2024
Q3 		$14.7M Sell
529,551
-22,470
-4% -$598K 3.14% 7
2024
Q2 		$14.3M Buy
552,021
+990
+0.2% +$25.9K 3.11% 7
2024
Q1 		$15M Buy
551,031
+2,100
+0.4% +$53.6K 3.23% 5
2023
Q4 		$13.8M Sell
548,931
-960
-0.2% -$22K 3.13% 6
2023
Q3 		$12.4M Buy
549,891
+3,810
+0.7% +$90.3K 3.07% 6
2023
Q2 		$12.9M Sell
546,081
-1,929
-0.4% -$43.5K 3.08% 6
2023
Q1 		$12.4M Buy
548,010
+5,580
+1% +$129K 3.02% 6
2022
Q4 		$11.9M Buy
542,430
+6,420
+1% +$141K 2.97% 5
2022
Q3 		$10.8M Sell
536,010
-7,770
-1% -$173K 2.69% 5
2022
Q2 		$11.4M Sell
543,780
-2,400
-0.4% -$55.4K 2.64% 6
2022
Q1 		$13.8M Buy
546,180
+3,630
+0.7% +$91K 2.55% 6
2021
Q4 		$14.5M Buy
542,550
+9,900
+2% +$264K 2.57% 6
2021
Q3 		$13.6M Buy
532,650
+2,346
+0.4% +$61.3K 2.57% 7
2021
Q2 		$13.8M Buy
530,304
+5,490
+1% +$142K 2.6% 7
2021
Q1 		$13M Buy
524,814
+9,930
+2% +$241K 2.6% 6
2020
Q4 		$11.7M Buy
514,884
+6,114
+1% +$128K 2.44% 7
2020
Q3 		$9.41M Buy
508,770
+18,660
+4% +$346K 2.25% 8
2020
Q2 		$8.6M Buy
490,110
+14,940
+3% +$244K 2.23% 10
2020
Q1 		$6.68M Sell
475,170
-16,110
-3% -$295K 2.02% 10
2019
Q4 		$9.85M Buy
491,280
+17,190
+4% +$333K 2.35% 6
2019
Q3 		$8.94M Buy
474,090
+4,500
+1% +$85K 2.29% 7
2019
Q2 		$8.94M Buy
469,590
+8,400
+2% +$157K 2.35% 6
2019
Q1 		$8.52M Buy
461,190
+15,150
+3% +$271K 2.32% 5
2018
Q4 		$7.13M Sell
446,040
-2,190
-0.5% -$38.3K 2.13% 9
2018
Q3 		$8.64M Buy
448,230
+1,920
+0.4% +$36.6K 2.26% 6
2018
Q2 		$8.17M Buy
446,310
+15,990
+4% +$289K 2.26% 6
2018
Q1 		$7.58M Buy
430,320
+216,045
+101% +$3.88M 2.15% 8
2017
Q4 		$3.81M Sell
214,275
-197,205
-48% -$3.4M 2.1% 7
2017
Q3 		$6.87M Buy
411,480
+210,456
+105% +$3.42M 1.99% 8
2017
Q2 		$3.23M Buy
201,024
+9,735
+5% +$155K 1.94% 8
2017
Q1 		$3.02M Buy
191,289
+3,015
+2% +$47K 1.85% 8
2016
Q4 		$2.83M Sell
188,274
-130,494
-41% -$1.91M 1.79% 9
2016
Q3 		$4.62M Buy
318,768
+14,448
+5% +$209K 1.48% 11
2016
Q2 		$4.26M Sell
304,320
-11,400
-4% -$157K 1.43% 11
2016
Q1 		$4.27M Buy
315,720
+12,420
+4% +$157K 1.44% 14
2015
Q4 		$4.05M Buy
303,300
+162,975
+116% +$2.21M 1.39% 14
2015
Q3 		$1.82M Buy
140,325
+15,105
+12% +$210K 1.32% 14
2015
Q2 		$1.78M Buy
125,220
+18,060
+17% +$261K 1.18% 15
2015
Q1 		$1.54M Buy
107,160
+14,805
+16% +$207K 1.04% 17
2014
Q4 		$1.25M Buy
92,355
+6,510
+8% +$85.8K 0.96% 24
2014
Q3 		$1.11M Buy
85,845
+9,825
+13% +$130K 0.87% 32
2014
Q2 		$1.02M Buy
76,020
+10,695
+16% +$138K 0.78% 36
2014
Q1 		$841K Buy
+65,325
New +$824K 0.69% 41

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

Curbstone Financial Management Corp's SCHM Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.67% in Q2 2026, buying an estimated $119K and bringing the position to 518,787 shares worth $19.1M. The position accounts for 3.26% of the portfolio, ranked #5.

Curbstone Financial Management Corp first reported a position in SCHM in Q1 2014 and has held it in 50 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Curbstone Financial Management Corp held 518,787 shares of Schwab US Mid-Cap ETF worth $19.1M as of Q2 2026.
  • Curbstone Financial Management Corp bought 3,468 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $119K.
  • Schwab US Mid-Cap ETF made up 3.26% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #5 holding.
  • Curbstone Financial Management Corp first reported a position in Schwab US Mid-Cap ETF in Q1 2014 and has held it in 50 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.