DCM
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Donaldson Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Donaldson Capital 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
Q1 		$671K Buy
21,671
+4,436
+26% +$141K 0.02% 161
2025
Q4 		$518K Sell
17,235
-387
-2% -$11.5K 0.02% 174
2025
Q3 		$522K Buy
17,622
+8,050
+84% +$234K 0.02% 173
2025
Q2 		$268K Buy
9,572
+410
+4% +$10.8K 0.01% 198
2025
Q1 		$240K Sell
9,162
-17,501
-66% -$487K 0.01% 209
2024
Q4 		$739K Buy
26,663
+458
+2% +$13.1K 0.03% 150
2024
Q3 		$726K Sell
26,205
-38,481
-59% -$1.02M 0.03% 146
2024
Q2 		$1.68M Buy
64,686
+13,284
+26% +$348K 0.07% 107
2024
Q1 		$1.4M Buy
51,402
+4,836
+10% +$123K 0.06% 113
2023
Q4 		$1.17M Buy
46,566
+8,370
+22% +$192K 0.05% 116
2023
Q3 		$862K Buy
+38,196
New +$905K 0.04% 130
2020
Q1 		– Sell
-11,013
Closed -$221K – 209
2019
Q4 		$221K Hold
11,013
– – 0.01% 201
2019
Q3 		$208K Hold
11,013
– – 0.02% 193
2019
Q2 		$210K Sell
11,013
-393
-3% -$7.35K 0.02% 168
2019
Q1 		$211K Buy
+11,406
New +$204K 0.02% 156
2018
Q4 		– Sell
-11,598
Closed -$224K – 194
2018
Q3 		$224K Buy
11,598
+585
+5% +$11.1K 0.02% 188
2018
Q2 		$202K Buy
+11,013
New +$199K 0.02% 172
2017
Q4 		– Sell
-14,763
Closed -$247K – 171
2017
Q3 		$247K Hold
14,763
– – 0.03% 141
2017
Q2 		$237K Hold
14,763
– – 0.03% 136
2017
Q1 		$233K Hold
14,763
– – 0.03% 139
2016
Q4 		$222K Hold
14,763
– – 0.03% 143
2016
Q3 		$214K Buy
+14,763
New +$213K 0.03% 141

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Donaldson Capital Management's SCHM Position: Q1 2026 in Review

Donaldson Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 26% in Q1 2026, buying an estimated $141K and bringing the position to 21,671 shares worth $671K. The position accounts for 0.02% of the portfolio, ranked #161.

Donaldson Capital Management first reported a position in SCHM in Q3 2016 and has held it in 22 quarters since. The position peaked at $1.68M in Q2 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Donaldson Capital Management held 21,671 shares of Schwab US Mid-Cap ETF worth $671K as of Q1 2026.
  • Donaldson Capital Management bought 4,436 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $141K.
  • Schwab US Mid-Cap ETF made up 0.02% of Donaldson Capital Management's portfolio in Q1 2026, its #161 holding.
  • Donaldson Capital Management first reported a position in Schwab US Mid-Cap ETF in Q3 2016 and has held it in 22 quarters since.
  • Donaldson Capital Management's Schwab US Mid-Cap ETF position peaked at $1.68M in Q2 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.