Financial Consulate’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
Q2 | $850K | Buy |
23,044
+63
| +0.3% | +$2.17K | 0.09% | 64 |
|
|
2026
Q1 | $712K | Buy |
22,981
+16
| +0.1% | +$509 | 0.09% | 64 |
|
|
2025
Q4 | $691K | Sell |
22,965
-247
| -1% | -$7.36K | 0.09% | 67 |
|
|
2025
Q3 | $688K | Buy |
+23,212
| New | +$676K | 0.1% | 68 |
|
|
2025
Q2 | – | Sell |
-21,383
| Closed | -$560K | – | 38 |
|
|
2025
Q1 | $560K | Buy |
21,383
+19
| +0.1% | +$529 | 0.14% | 24 |
|
|
2024
Q4 | $592K | Buy |
21,364
+484
| +2% | +$13.8K | 0.16% | 26 |
|
|
2024
Q3 | $578K | Buy |
20,880
+10,713
| +105% | +$285K | 0.15% | 27 |
|
|
2024
Q2 | $264K | Hold |
10,167
| – | – | 0.08% | 33 |
|
|
2024
Q1 | $276K | Sell |
10,167
-491,367
| -98% | -$12.5M | 0.08% | 38 |
|
|
2023
Q4 | $12.6M | Sell |
501,534
-361,107
| -42% | -$8.27M | 4.14% | 9 |
|
|
2023
Q3 | $19.5M | Buy |
862,641
+18,093
| +2% | +$429K | 8.59% | 5 |
|
|
2023
Q2 | $20M | Buy |
844,548
+43,080
| +5% | +$971K | 8.48% | 5 |
|
|
2023
Q1 | $18.1M | Buy |
801,468
+102,618
| +15% | +$2.36M | 6.32% | 4 |
|
|
2022
Q4 | $15.3M | Sell |
698,850
-29,691
| -4% | -$651K | 5.34% | 6 |
|
|
2022
Q3 | $14.7M | Buy |
728,541
+12,489
| +2% | +$279K | 6.2% | 5 |
|
|
2022
Q2 | $15M | Buy |
716,052
+27,696
| +4% | +$639K | 7.02% | 4 |
|
|
2022
Q1 | $17.4M | Buy |
688,356
+5,457
| +0.8% | +$137K | 6.68% | 4 |
|
|
2021
Q4 | $18.3M | Buy |
682,899
+19,761
| +3% | +$527K | 6.35% | 5 |
|
|
2021
Q3 | $16.9M | Buy |
663,138
+26,859
| +4% | +$702K | 6.14% | 6 |
|
|
2021
Q2 | $16.6M | Sell |
636,279
-372
| -0.1% | -$9.61K | 5.98% | 6 |
|
|
2021
Q1 | $15.8M | Sell |
636,651
-5,184
| -0.8% | -$126K | 6.41% | 4 |
|
|
2020
Q4 | $14.6M | Sell |
641,835
-6,996
| -1% | -$146K | 6.29% | 5 |
|
|
2020
Q3 | $12M | Sell |
648,831
-17,685
| -3% | -$328K | 5.7% | 6 |
|
|
2020
Q2 | $11.7M | Sell |
666,516
-103,578
| -13% | -$1.69M | 5.94% | 5 |
|
|
2020
Q1 | $10.8M | Sell |
770,094
-629,457
| -45% | -$11.5M | 6.43% | 5 |
|
|
2019
Q4 | $28.1M | Sell |
1,399,551
-152,670
| -10% | -$2.96M | 12.39% | 2 |
|
|
2019
Q3 | $29.3M | Buy |
1,552,221
+18,480
| +1% | +$349K | 12.74% | 1 |
|
|
2019
Q2 | $29.2M | Buy |
1,533,741
+81,861
| +6% | +$1.53M | 13.13% | 1 |
|
|
2019
Q1 | $26.8M | Buy |
1,451,880
+938,313
| +183% | +$16.8M | 12.25% | 1 |
|
|
2018
Q4 | $8.21M | Sell |
513,567
-8,550
| -2% | -$149K | 4.92% | 5 |
|
|
2018
Q3 | $10.1M | Sell |
522,117
-181,644
| -26% | -$3.46M | 5.72% | 4 |
|
|
2018
Q2 | $12.9M | Buy |
703,761
+28,227
| +4% | +$511K | 6.52% | 4 |
|
|
2018
Q1 | $11.9M | Buy |
675,534
+40,650
| +6% | +$730K | 6.31% | 4 |
|
|
2017
Q4 | $11.3M | Buy |
634,884
+47,895
| +8% | +$827K | 5.76% | 5 |
|
|
2017
Q3 | $9.8M | Buy |
586,989
+17,901
| +3% | +$291K | 5.34% | 5 |
|
|
2017
Q2 | $9.14M | Buy |
569,088
+42,339
| +8% | +$673K | 5.37% | 5 |
|
|
2017
Q1 | $8.31M | Buy |
526,749
+151,452
| +40% | +$2.36M | 5.3% | 5 |
|
|
2016
Q4 | $5.65M | Buy |
375,297
+39,663
| +12% | +$580K | 4.1% | 6 |
|
|
2016
Q3 | $4.87M | Sell |
335,634
-3,687
| -1% | -$53.3K | 4.33% | 6 |
|
|
2016
Q2 | $4.75M | Sell |
339,321
-19,530
| -5% | -$269K | 3.64% | 7 |
|
|
2016
Q1 | $4.86M | Buy |
358,851
+14,676
| +4% | +$185K | 3.34% | 7 |
|
|
2015
Q4 | $4.6M | Buy |
344,175
+23,370
| +7% | +$317K | 3.27% | 7 |
|
|
2015
Q3 | $4.16M | Sell |
320,805
-94,782
| -23% | -$1.32M | 3.62% | 8 |
|
|
2015
Q2 | $5.91M | Sell |
415,587
-11,280
| -3% | -$163K | 4.36% | 8 |
|
|
2015
Q1 | $6.14M | Buy |
426,867
+20,367
| +5% | +$284K | 5.18% | 6 |
|
|
2014
Q4 | $5.51M | Buy |
+406,500
| New | +$5.35M | 3.63% | 7 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Financial Consulate's SCHM Position: Q2 2026 in Review
Financial Consulate increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.27% in Q2 2026, buying an estimated $2.17K and bringing the position to 23,044 shares worth $850K. The position accounts for 0.09% of the portfolio, ranked #64.
Financial Consulate first reported a position in SCHM in Q4 2014 and has held it in 46 quarters since. The position peaked at $29.3M in Q3 2019. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Financial Consulate held 23,044 shares of Schwab US Mid-Cap ETF worth $850K as of Q2 2026.
- Financial Consulate bought 63 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.17K.
- Schwab US Mid-Cap ETF made up 0.09% of Financial Consulate's portfolio in Q2 2026, its #64 holding.
- Financial Consulate first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- Financial Consulate's Schwab US Mid-Cap ETF position peaked at $29.3M in Q3 2019.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.