IIM
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IFC & Insurance Marketing’s Schwab US Mid-Cap ETF SCHM Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-440
Closed -$13K – 561
2025
Q4 		$13K Buy
+440
New +$13.1K 0.01% 356

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IFC & Insurance Marketing's SCHM Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 440 shares — an estimated $13K sold.

IFC & Insurance Marketing first reported a position in SCHM in Q4 2025 and held it in 1 quarter. The position peaked at $13K in Q4 2025. 1,018 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 440 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $13K.
  • IFC & Insurance Marketing first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Schwab US Mid-Cap ETF position peaked at $13K in Q4 2025.
  • 1,018 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.