Exchange Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
90,793
-11,286
| -11% | -$298K | 0.38% | 76 |
|
|
2025
Q1 | $2.67M | Sell |
102,079
-13,734
| -12% | -$382K | 0.43% | 75 |
|
|
2024
Q4 | $3.21M | Sell |
115,813
-23,054
| -17% | -$657K | 0.51% | 57 |
|
|
2024
Q3 | $3.85M | Sell |
138,867
-45,078
| -25% | -$1.2M | 0.61% | 52 |
|
|
2024
Q2 | $4.77M | Sell |
183,945
-27,531
| -13% | -$720K | 0.78% | 38 |
|
|
2024
Q1 | $5.74M | Sell |
211,476
-42,069
| -17% | -$1.07M | 0.93% | 31 |
|
|
2023
Q4 | $6.37M | Sell |
253,545
-4,929
| -2% | -$113K | 1.14% | 24 |
|
|
2023
Q3 | $5.83M | Sell |
258,474
-7,386
| -3% | -$175K | 1.1% | 25 |
|
|
2023
Q2 | $6.29M | Sell |
265,860
-6,438
| -2% | -$145K | 1.17% | 22 |
|
|
2023
Q1 | $6.16M | Sell |
272,298
-5,385
| -2% | -$124K | 1.25% | 20 |
|
|
2022
Q4 | $6.07M | Sell |
277,683
-7,704
| -3% | -$169K | 1.33% | 20 |
|
|
2022
Q3 | $5.76M | Sell |
285,387
-7,461
| -3% | -$166K | 1.34% | 19 |
|
|
2022
Q2 | $6.12M | Sell |
292,848
-4,149
| -1% | -$95.7K | 1.33% | 19 |
|
|
2022
Q1 | $7.51M | Sell |
296,997
-3,591
| -1% | -$90K | 1.41% | 17 |
|
|
2021
Q4 | $8.06M | Sell |
300,588
-2,682
| -0.9% | -$71.5K | 1.46% | 16 |
|
|
2021
Q3 | $7.75M | Sell |
303,270
-4,596
| -1% | -$120K | 1.5% | 13 |
|
|
2021
Q2 | $8.03M | Sell |
307,866
-1,884
| -0.6% | -$48.7K | 1.54% | 14 |
|
|
2021
Q1 | $7.68M | Sell |
309,750
-1,701
| -0.5% | -$41.3K | 1.59% | 13 |
|
|
2020
Q4 | $7.08M | Sell |
311,451
-3,462
| -1% | -$72.2K | 1.58% | 15 |
|
|
2020
Q3 | $5.82M | Sell |
314,913
-1,626
| -0.5% | -$30.1K | 1.47% | 20 |
|
|
2020
Q2 | $5.55M | Sell |
316,539
-19,875
| -6% | -$324K | 1.54% | 18 |
|
|
2020
Q1 | $4.73M | Sell |
336,414
-14,172
| -4% | -$260K | 1.54% | 15 |
|
|
2019
Q4 | $7.03M | Sell |
350,586
-24,075
| -6% | -$466K | 1.81% | 13 |
|
|
2019
Q3 | $7.06M | Buy |
374,661
+1,386
| +0.4% | +$26.2K | 1.86% | 12 |
|
|
2019
Q2 | $7.1M | Buy |
373,275
+4,452
| +1% | +$83.3K | 1.91% | 11 |
|
|
2019
Q1 | $6.81M | Buy |
368,823
+24,039
| +7% | +$430K | 1.91% | 12 |
|
|
2018
Q4 | $5.51M | Buy |
344,784
+19,551
| +6% | +$342K | 1.79% | 14 |
|
|
2018
Q3 | $6.27M | Buy |
325,233
+20,607
| +7% | +$393K | 1.82% | 13 |
|
|
2018
Q2 | $5.57M | Buy |
304,626
+34,548
| +13% | +$625K | 1.66% | 15 |
|
|
2018
Q1 | $4.76M | Sell |
270,078
-133,059
| -33% | -$2.39M | 1.5% | 19 |
|
|
2017
Q4 | $7.16M | Sell |
403,137
-720
| -0.2% | -$12.4K | 2.25% | 11 |
|
|
2017
Q3 | $6.75M | Buy |
403,857
+112,185
| +38% | +$1.82M | 2.23% | 10 |
|
|
2017
Q2 | $4.68M | Buy |
291,672
+289,287
| +12,129% | +$4.6M | 1.58% | 21 |
|
|
2017
Q1 | $38K | Buy |
+2,385
| New | +$37.2K | 0.01% | 127 |
|
Other funds holding SCHM
MGIA
AA
LWMT
JFG
Exchange Capital Management's SCHM Position: Q2 2025 in Review
Exchange Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q2 2025, selling an estimated $298K and leaving 90,793 shares worth $2.55M. The position accounts for 0.38% of the portfolio, ranked #76.
Exchange Capital Management first reported a position in SCHM in Q1 2017 and has held it in 34 quarters since. The position peaked at $8.06M in Q4 2021. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.
- Exchange Capital Management held 90,793 shares of Schwab US Mid-Cap ETF worth $2.55M as of Q2 2025.
- Exchange Capital Management sold 11,286 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $298K.
- Schwab US Mid-Cap ETF made up 0.38% of Exchange Capital Management's portfolio in Q2 2025, its #76 holding.
- Exchange Capital Management first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 34 quarters since.
- Exchange Capital Management's Schwab US Mid-Cap ETF position peaked at $8.06M in Q4 2021.
- 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.
Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.