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Hartline Investment Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hartline Investment Corp’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 		$215K Sell
6,958
-2
-0% -$64 0.02% 102
2025
Q4 		$209K Buy
+6,960
New +$207K 0.02% 106
2024
Q3 		– Sell
-8,457
Closed -$219K – 105
2024
Q2 		$219K Sell
8,457
-39,510
-82% -$1.03M 0.03% 95
2024
Q1 		$1.3M Buy
47,967
+39,450
+463% +$1.01M 0.23% 93
2023
Q4 		$214K Sell
8,517
-1,803
-17% -$41.3K 0.03% 100
2023
Q3 		$233K Hold
10,320
– – 0.04% 97
2023
Q2 		$244K Sell
10,320
-1,050
-9% -$23.7K 0.04% 98
2023
Q1 		$257K Hold
11,370
– – 0.05% 95
2022
Q4 		$249K Buy
+11,370
New +$249K 0.06% 95
2022
Q3 		– Sell
-14,760
Closed -$335K – 205
2022
Q2 		$335K Buy
14,760
+561
+4% +$12.9K 0.05% 96
2022
Q1 		$370K Buy
14,199
+729
+5% +$18.3K 0.05% 99
2021
Q4 		$361K Sell
13,470
-282
-2% -$7.52K 0.05% 96
2021
Q3 		$351K Sell
13,752
-447
-3% -$11.7K 0.05% 99
2021
Q2 		$370K Hold
14,199
– – 0.05% 99
2021
Q1 		$352K Sell
14,199
-561
-4% -$13.6K 0.05% 100
2020
Q4 		$335K Sell
14,760
-303
-2% -$6.32K 0.05% 96
2020
Q3 		$279K Sell
15,063
-9,585
-39% -$178K 0.05% 94
2020
Q2 		$432K Sell
24,648
-2,664
-10% -$43.4K 0.09% 76
2020
Q1 		$384K Sell
27,312
-7,095
-21% -$130K 0.1% 85
2019
Q4 		$690K Sell
34,407
-5,463
-14% -$106K 0.15% 80
2019
Q3 		$751K Sell
39,870
-432
-1% -$8.16K 0.18% 76
2019
Q2 		$767K Sell
40,302
-16,206
-29% -$303K 0.18% 77
2019
Q1 		$1.04M Buy
56,508
+846
+2% +$15.1K 0.27% 61
2018
Q4 		$889K Sell
55,662
-510
-0.9% -$8.91K 0.27% 64
2018
Q3 		$1.08M Buy
56,172
+27
+0% +$514 0.25% 67
2018
Q2 		$1.03M Sell
56,145
-12,912
-19% -$234K 0.28% 62
2018
Q1 		$1.22M Sell
69,057
-30,936
-31% -$556K 0.33% 60
2017
Q4 		$1.78M Sell
99,993
-3,228
-3% -$55.7K 0.49% 51
2017
Q3 		$1.72M Sell
103,221
-2,880
-3% -$46.8K 0.52% 51
2017
Q2 		$1.7M Sell
106,101
-74,004
-41% -$1.18M 0.54% 49
2017
Q1 		$2.84M Buy
180,105
+63,705
+55% +$993K 0.91% 34
2016
Q4 		$1.75M Buy
116,400
+27,171
+30% +$398K 0.61% 43
2016
Q3 		$1.29M Sell
89,229
-315
-0.4% -$4.55K 0.46% 54
2016
Q2 		$1.25M Buy
89,544
+11,604
+15% +$160K 0.45% 50
2016
Q1 		$1.05M Sell
77,940
-30
-0% -$379 0.38% 53
2015
Q4 		$1.04M Sell
77,970
-207
-0.3% -$2.81K 0.39% 54
2015
Q3 		$1.01M Sell
78,177
-3,483
-4% -$48.4K 0.37% 60
2015
Q2 		$1.16M Buy
81,660
+19,227
+31% +$278K 0.39% 56
2015
Q1 		$898K Buy
62,433
+16,212
+35% +$226K 0.29% 60
2014
Q4 		$627K Sell
46,221
-453
-1% -$5.97K 0.21% 66
2014
Q3 		$602K Buy
46,674
+750
+2% +$9.93K 0.22% 68
2014
Q2 		$616K Sell
45,924
-2,700
-6% -$34.8K 0.22% 69
2014
Q1 		$626K Sell
48,624
-2,913
-6% -$36.8K 0.21% 69
2013
Q4 		$643K Buy
+51,537
New +$619K 0.22% 67

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

Hartline Investment Corp's SCHM Position: Q1 2026 in Review

Hartline Investment Corp reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.03% in Q1 2026, selling an estimated $64 and leaving 6,958 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #102.

Hartline Investment Corp first reported a position in SCHM in Q4 2013 and has held it in 44 quarters since. The position peaked at $2.84M in Q1 2017. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Hartline Investment Corp held 6,958 shares of Schwab US Mid-Cap ETF worth $215K as of Q1 2026.
  • Hartline Investment Corp sold 2 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $64.
  • Schwab US Mid-Cap ETF made up 0.02% of Hartline Investment Corp's portfolio in Q1 2026, its #102 holding.
  • Hartline Investment Corp first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 44 quarters since.
  • Hartline Investment Corp's Schwab US Mid-Cap ETF position peaked at $2.84M in Q1 2017.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Hartline Investment Corp's 13F filing for Q1 2026, filed 29 Apr 2026.