Evermay Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $758K | Hold |
24,471
| – | – | 0.08% | 101 |
|
|
2025
Q4 | $736K | Sell |
24,471
-412
| -2% | -$12.3K | 0.08% | 105 |
|
|
2025
Q3 | $738K | Sell |
24,883
-35
| -0.1% | -$1.02K | 0.08% | 105 |
|
|
2025
Q2 | $699K | Buy |
24,918
+1,582
| +7% | +$41.7K | 0.09% | 107 |
|
|
2025
Q1 | $611K | Sell |
23,336
-45
| -0.2% | -$1.25K | 0.08% | 112 |
|
|
2024
Q4 | $648K | Buy |
23,381
+359
| +2% | +$10.2K | 0.1% | 110 |
|
|
2024
Q3 | $638K | Hold |
23,022
| – | – | 0.1% | 111 |
|
|
2024
Q2 | $598K | Sell |
23,022
-120
| -0.5% | -$3.14K | 0.1% | 114 |
|
|
2024
Q1 | $628K | Sell |
23,142
-12
| -0.1% | -$306 | 0.09% | 111 |
|
|
2023
Q4 | $581K | Sell |
23,154
-105
| -0.5% | -$2.41K | 0.11% | 98 |
|
|
2023
Q3 | $525K | Sell |
23,259
-1,602
| -6% | -$38K | 0.11% | 97 |
|
|
2023
Q2 | $589K | Buy |
24,861
+39
| +0.2% | +$879 | 0.11% | 93 |
|
|
2023
Q1 | $561K | Sell |
24,822
-2,376
| -9% | -$54.7K | 0.11% | 89 |
|
|
2022
Q4 | $595K | Buy |
27,198
+3,210
| +13% | +$70.4K | 0.12% | 83 |
|
|
2022
Q3 | $484K | Buy |
23,988
+3,660
| +18% | +$81.7K | 0.1% | 91 |
|
|
2022
Q2 | $425K | Buy |
20,328
+12,735
| +168% | +$294K | 0.08% | 102 |
|
|
2022
Q1 | $192K | Hold |
7,593
| – | – | 0.03% | 195 |
|
|
2021
Q4 | $204K | Sell |
7,593
-135
| -2% | -$3.6K | 0.04% | 170 |
|
|
2021
Q3 | $197K | Sell |
7,728
-2,760
| -26% | -$72.1K | 0.04% | 162 |
|
|
2021
Q2 | $274K | Hold |
10,488
| – | – | 0.05% | 150 |
|
|
2021
Q1 | $260K | Hold |
10,488
| – | – | 0.05% | 152 |
|
|
2020
Q4 | $238K | Buy |
+10,488
| New | +$219K | 0.05% | 152 |
|
|
2020
Q3 | – | Sell |
-12,831
| Closed | -$225K | – | 160 |
|
|
2020
Q2 | $225K | Sell |
12,831
-19,698
| -61% | -$321K | 0.06% | 142 |
|
|
2020
Q1 | $457K | Sell |
32,529
-84,396
| -72% | -$1.55M | 0.14% | 74 |
|
|
2019
Q4 | $2.34M | Buy |
116,925
+5,169
| +5% | +$100K | 0.58% | 18 |
|
|
2019
Q3 | $2.11M | Hold |
111,756
| – | – | 0.57% | 19 |
|
|
2019
Q2 | $2.13M | Sell |
111,756
-2,010
| -2% | -$37.6K | 0.59% | 21 |
|
|
2019
Q1 | $2.1M | Sell |
113,766
-4,338
| -4% | -$77.5K | 0.59% | 20 |
|
|
2018
Q4 | $1.89M | Buy |
+118,104
| New | +$2.06M | 0.61% | 21 |
|
|
2016
Q1 | – | Sell |
-18,561
| Closed | -$248K | – | 76 |
|
|
2015
Q4 | $248K | Sell |
18,561
-8,331
| -31% | -$113K | 0.15% | 61 |
|
|
2015
Q3 | $349K | Buy |
26,892
+7,311
| +37% | +$102K | 0.21% | 48 |
|
|
2015
Q2 | $278K | Hold |
19,581
| – | – | 0.17% | 66 |
|
|
2015
Q1 | $282K | Hold |
19,581
| – | – | 0.17% | 68 |
|
|
2014
Q4 | $266K | Hold |
19,581
| – | – | 0.17% | 71 |
|
|
2014
Q3 | $253K | Hold |
19,581
| – | – | 0.22% | 66 |
|
|
2014
Q2 | $263K | Buy |
+19,581
| New | +$252K | 0.23% | 67 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Evermay Wealth Management's SCHM Position: Q1 2026 in Review
Evermay Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 24,471 shares worth $758K. The position accounts for 0.08% of the portfolio, ranked #101.
Evermay Wealth Management first reported a position in SCHM in Q2 2014 and has held it in 36 quarters since. The position peaked at $2.34M in Q4 2019. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Evermay Wealth Management held 24,471 shares of Schwab US Mid-Cap ETF worth $758K as of Q1 2026.
- Evermay Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
- Schwab US Mid-Cap ETF made up 0.08% of Evermay Wealth Management's portfolio in Q1 2026, its #101 holding.
- Evermay Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2014 and has held it in 36 quarters since.
- Evermay Wealth Management's Schwab US Mid-Cap ETF position peaked at $2.34M in Q4 2019.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.