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Harfst & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Harfst & Associates’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
Q1 		$618K Sell
19,966
-1,175
-6% -$37.4K 0.11% 90
2025
Q4 		$636K Sell
21,141
-713
-3% -$21.3K 0.11% 86
2025
Q3 		$648K Sell
21,854
-3,132
-13% -$91.2K 0.12% 84
2025
Q2 		$701K Sell
24,986
-57
-0.2% -$1.5K 0.14% 79
2025
Q1 		$656K Sell
25,043
-133
-0.5% -$3.7K 0.15% 80
2024
Q4 		$698K Sell
25,176
-213
-0.8% -$6.07K 0.15% 62
2024
Q3 		$703K Sell
25,389
-420
-2% -$11.2K 0.16% 65
2024
Q2 		$670K Sell
25,809
-750
-3% -$19.6K 0.16% 71
2024
Q1 		$721K Sell
26,559
-450
-2% -$11.5K 0.17% 72
2023
Q4 		$678K Sell
27,009
-3,531
-12% -$80.9K 0.18% 61
2023
Q3 		$689K Sell
30,540
-75
-0.2% -$1.78K 0.19% 63
2023
Q2 		$725K Sell
30,615
-870
-3% -$19.6K 0.19% 64
2023
Q1 		$712K Sell
31,485
-30
-0.1% -$691 0.2% 72
2022
Q4 		$689K Sell
31,515
-1,308
-4% -$28.7K 0.2% 72
2022
Q3 		$662K Sell
32,823
-60
-0.2% -$1.34K 0.2% 73
2022
Q2 		$687K Sell
32,883
-300
-0.9% -$6.92K 0.2% 74
2022
Q1 		$839K Hold
33,183
– – 0.19% 78
2021
Q4 		$889K Sell
33,183
-300
-0.9% -$8K 0.23% 72
2021
Q3 		$855K Hold
33,483
– – 0.24% 72
2021
Q2 		$873K Hold
33,483
– – 0.25% 73
2021
Q1 		$830K Sell
33,483
-450
-1% -$10.9K 0.25% 82
2020
Q4 		$771K Sell
33,933
-426
-1% -$8.88K 0.28% 62
2020
Q3 		$635K Hold
34,359
– – 0.27% 61
2020
Q2 		$602K Sell
34,359
-50,298
-59% -$820K 0.26% 56
2020
Q1 		$1.19M Sell
84,657
-15,327
-15% -$281K 0.6% 12
2019
Q4 		$2M Sell
99,984
-2,019
-2% -$39.1K 0.77% 11
2019
Q3 		$1.92M Sell
102,003
-7,653
-7% -$145K 0.79% 11
2019
Q2 		$2.09M Sell
109,656
-6,744
-6% -$126K 0.85% 10
2019
Q1 		$2.15M Sell
116,400
-1,317
-1% -$23.5K 0.92% 10
2018
Q4 		$1.88M Sell
117,717
-22,836
-16% -$399K 0.9% 9
2018
Q3 		$2.71M Sell
140,553
-205,308
-59% -$3.91M 1.16% 6
2018
Q2 		$6.33M Sell
345,861
-136,233
-28% -$2.46M 2.67% 7
2018
Q1 		$8.5M Sell
482,094
-26,688
-5% -$479K 3.47% 7
2017
Q4 		$9.03M Sell
508,782
-37,092
-7% -$640K 3.66% 7
2017
Q3 		$9.12M Sell
545,874
-30,171
-5% -$490K 3.8% 6
2017
Q2 		$9.25M Sell
576,045
-7,320
-1% -$116K 3.73% 6
2017
Q1 		$9.2M Sell
583,365
-17,901
-3% -$279K 3.98% 6
2016
Q4 		$9.05M Buy
601,266
+3,471
+0.6% +$50.8K 4.52% 6
2016
Q3 		$8.67M Buy
597,795
+76,818
+15% +$1.11M 4.57% 6
2016
Q2 		$7.29M Buy
520,977
+186,831
+56% +$2.57M 2.94% 6
2016
Q1 		$4.52M Sell
334,146
-8,730
-3% -$110K 2.94% 7
2015
Q4 		$4.58M Sell
342,876
-4,623
-1% -$62.8K 1.86% 8
2015
Q3 		$4.51M Buy
347,499
+9,453
+3% +$131K 1.98% 7
2015
Q2 		$4.8M Buy
+338,046
New +$4.89M 2.7% 7

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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

Harfst & Associates's SCHM Position: Q1 2026 in Review

Harfst & Associates reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.6% in Q1 2026, selling an estimated $37.4K and leaving 19,966 shares worth $618K. The position accounts for 0.11% of the portfolio, ranked #90.

Harfst & Associates first reported a position in SCHM in Q2 2015 and has held it in 44 quarters since. The position peaked at $9.25M in Q2 2017. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Harfst & Associates held 19,966 shares of Schwab US Mid-Cap ETF worth $618K as of Q1 2026.
  • Harfst & Associates sold 1,175 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $37.4K.
  • Schwab US Mid-Cap ETF made up 0.11% of Harfst & Associates's portfolio in Q1 2026, its #90 holding.
  • Harfst & Associates first reported a position in Schwab US Mid-Cap ETF in Q2 2015 and has held it in 44 quarters since.
  • Harfst & Associates's Schwab US Mid-Cap ETF position peaked at $9.25M in Q2 2017.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Harfst & Associates's 13F filing for Q1 2026, filed 13 May 2026.