Grimes & Company’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 | $732K | Sell |
19,856
-595
| -3% | -$20.5K | 0.02% | 287 |
|
|
2026
Q1 | $633K | Buy |
20,451
+36
| +0.2% | +$1.15K | 0.02% | 280 |
|
|
2025
Q4 | $614K | Sell |
20,415
-569
| -3% | -$17K | 0.01% | 295 |
|
|
2025
Q3 | $622K | Sell |
20,984
-743
| -3% | -$21.6K | 0.02% | 284 |
|
|
2025
Q2 | $609K | Sell |
21,727
-133
| -0.6% | -$3.51K | 0.02% | 251 |
|
|
2025
Q1 | $573K | Buy |
21,860
+828
| +4% | +$23.1K | 0.02% | 230 |
|
|
2024
Q4 | $583K | Sell |
21,032
-31
| -0.1% | -$883 | 0.02% | 236 |
|
|
2024
Q3 | $583K | Buy |
21,063
+78
| +0.4% | +$2.07K | 0.02% | 221 |
|
|
2024
Q2 | $544K | Buy |
20,985
+30
| +0.1% | +$785 | 0.02% | 214 |
|
|
2024
Q1 | $569K | Sell |
20,955
-264
| -1% | -$6.73K | 0.02% | 216 |
|
|
2023
Q4 | $533K | Sell |
21,219
-1,149
| -5% | -$26.3K | 0.02% | 217 |
|
|
2023
Q3 | $505K | Sell |
22,368
-210
| -0.9% | -$4.97K | 0.02% | 205 |
|
|
2023
Q2 | $535K | Sell |
22,578
-7,977
| -26% | -$180K | 0.02% | 200 |
|
|
2023
Q1 | $691K | Sell |
30,555
-1,305
| -4% | -$30.1K | 0.03% | 177 |
|
|
2022
Q4 | $697K | Sell |
31,860
-11,769
| -27% | -$258K | 0.03% | 181 |
|
|
2022
Q3 | $880K | Buy |
43,629
+10,599
| +32% | +$236K | 0.05% | 151 |
|
|
2022
Q2 | $691K | Buy |
33,030
+579
| +2% | +$13.4K | 0.03% | 169 |
|
|
2022
Q1 | $821K | Sell |
32,451
-615
| -2% | -$15.4K | 0.04% | 170 |
|
|
2021
Q4 | $886K | Sell |
33,066
-18
| -0.1% | -$480 | 0.04% | 170 |
|
|
2021
Q3 | $845K | Sell |
33,084
-159
| -0.5% | -$4.15K | 0.04% | 165 |
|
|
2021
Q2 | $867K | Sell |
33,243
-1,131
| -3% | -$29.2K | 0.04% | 159 |
|
|
2021
Q1 | $853K | Sell |
34,374
-381
| -1% | -$9.24K | 0.04% | 153 |
|
|
2020
Q4 | $790K | Buy |
34,755
+6
| +0% | +$125 | 0.04% | 155 |
|
|
2020
Q3 | $643K | Sell |
34,749
-195
| -0.6% | -$3.61K | 0.04% | 158 |
|
|
2020
Q2 | $613K | Sell |
34,944
-285
| -0.8% | -$4.64K | 0.04% | 155 |
|
|
2020
Q1 | $495K | Sell |
35,229
-2,682
| -7% | -$49.1K | 0.05% | 159 |
|
|
2019
Q4 | $760K | Sell |
37,911
-2,073
| -5% | -$40.1K | 0.05% | 155 |
|
|
2019
Q3 | $754K | Sell |
39,984
-435
| -1% | -$8.22K | 0.05% | 144 |
|
|
2019
Q2 | $769K | Sell |
40,419
-423
| -1% | -$7.91K | 0.06% | 135 |
|
|
2019
Q1 | $754K | Sell |
40,842
-4,785
| -10% | -$85.5K | 0.06% | 129 |
|
|
2018
Q4 | $729K | Sell |
45,627
-70,461
| -61% | -$1.23M | 0.07% | 123 |
|
|
2018
Q3 | $2.24M | Sell |
116,088
-1,131
| -1% | -$21.5K | 0.18% | 88 |
|
|
2018
Q2 | $2.15M | Sell |
117,219
-4,221
| -3% | -$76.3K | 0.19% | 92 |
|
|
2018
Q1 | $2.14M | Sell |
121,440
-150
| -0.1% | -$2.69K | 0.21% | 89 |
|
|
2017
Q4 | $2.16M | Buy |
121,590
+2,178
| +2% | +$37.6K | 0.21% | 86 |
|
|
2017
Q3 | $2M | Buy |
119,412
+24
| +0% | +$390 | 0.21% | 85 |
|
|
2017
Q2 | $1.92M | Sell |
119,388
-804
| -0.7% | -$12.8K | 0.21% | 87 |
|
|
2017
Q1 | $1.9M | Buy |
120,192
+891
| +0.7% | +$13.9K | 0.21% | 85 |
|
|
2016
Q4 | $1.79M | Buy |
119,301
+1,158
| +1% | +$16.9K | 0.21% | 90 |
|
|
2016
Q3 | $1.71M | Buy |
118,143
+5,085
| +4% | +$73.5K | 0.23% | 88 |
|
|
2016
Q2 | $1.58M | Buy |
113,058
+88,428
| +359% | +$1.22M | 0.21% | 90 |
|
|
2016
Q1 | $333K | Buy |
24,630
+2,877
| +13% | +$36.3K | 0.04% | 145 |
|
|
2015
Q4 | $291K | Sell |
21,753
-5,484
| -20% | -$74.5K | 0.04% | 153 |
|
|
2015
Q3 | $353K | Sell |
27,237
-171,552
| -86% | -$2.38M | 0.05% | 132 |
|
|
2015
Q2 | $2.83M | Buy |
+198,789
| New | +$2.88M | 0.4% | 73 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Grimes & Company's SCHM Position: Q2 2026 in Review
Grimes & Company reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.9% in Q2 2026, selling an estimated $20.5K and leaving 19,856 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #287.
Grimes & Company first reported a position in SCHM in Q2 2015 and has held it in 45 quarters since. The position peaked at $2.83M in Q2 2015. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Grimes & Company held 19,856 shares of Schwab US Mid-Cap ETF worth $732K as of Q2 2026.
- Grimes & Company sold 595 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $20.5K.
- Schwab US Mid-Cap ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #287 holding.
- Grimes & Company first reported a position in Schwab US Mid-Cap ETF in Q2 2015 and has held it in 45 quarters since.
- Grimes & Company's Schwab US Mid-Cap ETF position peaked at $2.83M in Q2 2015.
- 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.