F.L. Putnam Investment 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 | $865K | Buy |
27,928
+232
| +0.8% | +$7.39K | 0.01% | 348 |
|
|
2025
Q4 | $833K | Buy |
27,696
+1,827
| +7% | +$54.5K | 0.01% | 347 |
|
|
2025
Q3 | $767K | Sell |
25,869
-1,165
| -4% | -$33.9K | 0.01% | 358 |
|
|
2025
Q2 | $758K | Sell |
27,034
-2,560
| -9% | -$67.5K | 0.01% | 346 |
|
|
2025
Q1 | $775K | Sell |
29,594
-12,789
| -30% | -$356K | 0.01% | 346 |
|
|
2024
Q4 | $1.17M | Buy |
42,383
+446
| +1% | +$12.7K | 0.02% | 296 |
|
|
2024
Q3 | $1.16M | Hold |
41,937
| – | – | 0.02% | 315 |
|
|
2024
Q2 | $1.09M | Sell |
41,937
-123
| -0.3% | -$3.22K | 0.02% | 310 |
|
|
2024
Q1 | $1.14M | Sell |
42,060
-1,164
| -3% | -$29.7K | 0.02% | 246 |
|
|
2023
Q4 | $1.09M | Sell |
43,224
-279
| -0.6% | -$6.39K | 0.03% | 249 |
|
|
2023
Q3 | $981K | Sell |
43,503
-300
| -0.7% | -$7.11K | 0.03% | 266 |
|
|
2023
Q2 | $1.04M | Hold |
43,803
| – | – | 0.03% | 274 |
|
|
2023
Q1 | $991K | Sell |
43,803
-1,917
| -4% | -$44.1K | 0.03% | 234 |
|
|
2022
Q4 | $1,000K | Sell |
45,720
-3,000
| -6% | -$65.8K | 0.04% | 227 |
|
|
2022
Q3 | $983K | Sell |
48,720
-390
| -0.8% | -$8.7K | 0.04% | 217 |
|
|
2022
Q2 | $1.03M | Sell |
49,110
-1,083
| -2% | -$25K | 0.04% | 228 |
|
|
2022
Q1 | $1.27M | Sell |
50,193
-15
| -0% | -$376 | 0.04% | 210 |
|
|
2021
Q4 | $1.35M | Sell |
50,208
-2,283
| -4% | -$60.9K | 0.04% | 206 |
|
|
2021
Q3 | $1.34M | Sell |
52,491
-879
| -2% | -$23K | 0.05% | 196 |
|
|
2021
Q2 | $1.39M | Sell |
53,370
-7,143
| -12% | -$184K | 0.05% | 193 |
|
|
2021
Q1 | $1.5M | Sell |
60,513
-1,605
| -3% | -$38.9K | 0.07% | 160 |
|
|
2020
Q4 | $1.41M | Sell |
62,118
-2,820
| -4% | -$58.8K | 0.07% | 148 |
|
|
2020
Q3 | $1.2M | Sell |
64,938
-9,861
| -13% | -$183K | 0.07% | 138 |
|
|
2020
Q2 | $1.31M | Sell |
74,799
-15,360
| -17% | -$250K | 0.08% | 128 |
|
|
2020
Q1 | $1.27M | Sell |
90,159
-21,120
| -19% | -$387K | 0.1% | 130 |
|
|
2019
Q4 | $2.23M | Sell |
111,279
-5,838
| -5% | -$113K | 0.14% | 118 |
|
|
2019
Q3 | $2.21M | Sell |
117,117
-163,080
| -58% | -$3.08M | 0.16% | 112 |
|
|
2019
Q2 | $5.33M | Sell |
280,197
-81,882
| -23% | -$1.53M | 0.43% | 71 |
|
|
2019
Q1 | $6.68M | Buy |
362,079
+32,421
| +10% | +$579K | 0.56% | 60 |
|
|
2018
Q4 | $5.27M | Sell |
329,658
-43,743
| -12% | -$764K | 0.57% | 58 |
|
|
2018
Q3 | $7.2M | Buy |
373,401
+47,481
| +15% | +$905K | 0.66% | 52 |
|
|
2018
Q2 | $5.96M | Buy |
325,920
+82,428
| +34% | +$1.49M | 0.58% | 57 |
|
|
2018
Q1 | $4.29M | Buy |
243,492
+129,768
| +114% | +$2.33M | 0.39% | 76 |
|
|
2017
Q4 | $2.02M | Buy |
113,724
+35,829
| +46% | +$618K | 0.19% | 109 |
|
|
2017
Q3 | $1.3M | Buy |
+77,895
| New | +$1.27M | 0.12% | 134 |
|
Other funds holding SCHM
MGIA
AA
LWMT
F.L. Putnam Investment Management's SCHM Position: Q1 2026 in Review
F.L. Putnam Investment Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.84% in Q1 2026, buying an estimated $7.39K and bringing the position to 27,928 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #348.
F.L. Putnam Investment Management first reported a position in SCHM in Q3 2017 and has held it in 35 quarters since. The position peaked at $7.2M in Q3 2018. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- F.L. Putnam Investment Management held 27,928 shares of Schwab US Mid-Cap ETF worth $865K as of Q1 2026.
- F.L. Putnam Investment Management bought 232 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $7.39K.
- Schwab US Mid-Cap ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #348 holding.
- F.L. Putnam Investment Management first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 35 quarters since.
- F.L. Putnam Investment Management's Schwab US Mid-Cap ETF position peaked at $7.2M in Q3 2018.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.