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Greenwood Gearhart’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Greenwood Gearhart’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 		$1.33M Buy
36,175
+508
+1% +$17.5K 0.06% 68
2026
Q1 		$1.1M Buy
35,667
+20,911
+142% +$666K 0.06% 69
2025
Q4 		$444K Sell
14,756
-1,120
-7% -$33.4K 0.02% 87
2025
Q3 		$471K Sell
15,876
-520
-3% -$15.1K 0.03% 84
2025
Q2 		$460K Sell
16,396
-9,864
-38% -$260K 0.03% 86
2025
Q1 		$688K Sell
26,260
-12,281
-32% -$342K 0.05% 70
2024
Q4 		$1.07M Buy
38,541
+25,848
+204% +$736K 0.07% 67
2024
Q3 		$352K Buy
12,693
+498
+4% +$13.2K 0.03% 87
2024
Q2 		$316K Sell
12,195
-2,745
-18% -$71.8K 0.03% 87
2024
Q1 		$406K Buy
14,940
+474
+3% +$12.1K 0.04% 81
2023
Q4 		$363K Sell
14,466
-387
-3% -$8.87K 0.04% 79
2023
Q3 		$335K Buy
14,853
+510
+4% +$12.1K 0.04% 81
2023
Q2 		$340K Buy
14,343
+471
+3% +$10.6K 0.04% 80
2023
Q1 		$314K Sell
13,872
-1,140
-8% -$26.3K 0.04% 81
2022
Q4 		$328K Buy
15,012
+261
+2% +$5.72K 0.05% 82
2022
Q3 		$298K Buy
14,751
+1,506
+11% +$33.6K 0.05% 83
2022
Q2 		$277K Buy
13,245
+924
+7% +$21.3K 0.04% 81
2022
Q1 		$312K Sell
12,321
-477
-4% -$12K 0.04% 80
2021
Q4 		$343K Sell
12,798
-4,104
-24% -$109K 0.05% 81
2021
Q3 		$432K Buy
16,902
+5,553
+49% +$145K 0.07% 69
2021
Q2 		$296K Buy
11,349
+372
+3% +$9.61K 0.05% 74
2021
Q1 		$272K Buy
10,977
+813
+8% +$19.7K 0.05% 75
2020
Q4 		$231K Buy
+10,164
New +$212K 0.05% 76
2019
Q2 		– Sell
-12,075
Closed -$223K – 77
2019
Q1 		$223K Buy
+12,075
New +$216K 0.07% 69
2018
Q4 		– Sell
-12,063
Closed -$233K – 69
2018
Q3 		$233K Buy
12,063
+60
+0.5% +$1.14K 0.07% 66
2018
Q2 		$220K Sell
12,003
-3,279
-21% -$59.3K 0.07% 65
2018
Q1 		$269K Buy
15,282
+540
+4% +$9.7K 0.08% 64
2017
Q4 		$262K Buy
+14,742
New +$254K 0.08% 57

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Greenwood Gearhart's SCHM Position: Q2 2026 in Review

Greenwood Gearhart increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q2 2026, buying an estimated $17.5K and bringing the position to 36,175 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #68.

Greenwood Gearhart first reported a position in SCHM in Q4 2017 and has held it in 28 quarters since. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Greenwood Gearhart held 36,175 shares of Schwab US Mid-Cap ETF worth $1.33M as of Q2 2026.
  • Greenwood Gearhart bought 508 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $17.5K.
  • Schwab US Mid-Cap ETF made up 0.06% of Greenwood Gearhart's portfolio in Q2 2026, its #68 holding.
  • Greenwood Gearhart first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • 551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.