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 Q2	$1.15M	Buy	31,316 +9,645	+45%	+$332K	0.03%	159
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Donaldson Capital Management's SCHM Position: Q2 2026 in Review

Donaldson Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 45% in Q2 2026, buying an estimated $332K and bringing the position to 31,316 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #159.

Donaldson Capital Management first reported a position in SCHM in Q3 2016 and has held it in 23 quarters since. The position peaked at $1.68M in Q2 2024. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Donaldson Capital Management held 31,316 shares of Schwab US Mid-Cap ETF worth $1.15M as of Q2 2026.
Donaldson Capital Management bought 9,645 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $332K.
Schwab US Mid-Cap ETF made up 0.03% of Donaldson Capital Management's portfolio in Q2 2026, its #159 holding.
Donaldson Capital Management first reported a position in Schwab US Mid-Cap ETF in Q3 2016 and has held it in 23 quarters since.
Donaldson Capital Management's Schwab US Mid-Cap ETF position peaked at $1.68M in Q2 2024.
1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.