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

DAGCO 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 		– Sell
-456
Closed -$14.1K – 296
2026
Q1 		$14.1K Hold
456
– – ﹤0.01% 257
2025
Q4 		$13.7K Hold
456
– – ﹤0.01% 267
2025
Q3 		$13.5K Hold
456
– – ﹤0.01% 256
2025
Q2 		$12.8K Hold
456
– – ﹤0.01% 254
2025
Q1 		$11.9K Buy
+456
New +$12.7K ﹤0.01% 235
2024
Q4 		– Sell
-456
Closed -$12.6K – 178
2024
Q3 		$12.6K Hold
456
– – 0.01% 177
2024
Q2 		$11.8K Hold
456
– – 0.01% 179
2024
Q1 		$12.4K Buy
+456
New +$11.6K 0.01% 174

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AA
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Cerity Partners
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LWMT
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Wealth Enhancement Advisory Services
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DAGCO Inc's SCHM Position: Q2 2026 in Review

DAGCO Inc sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 456 shares — an estimated $14.1K sold.

DAGCO Inc first reported a position in SCHM in Q1 2024 and held it in 8 quarters. The position peaked at $14.1K in Q1 2026. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • DAGCO Inc reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 456 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $14.1K.
  • DAGCO Inc first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 8 quarters.
  • DAGCO Inc's Schwab US Mid-Cap ETF position peaked at $14.1K in Q1 2026.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.