Ironwood Financial’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 | $2.27M | Sell |
64,052
-804
| -1% | -$27.7K | 0.35% | 59 |
|
|
2026
Q1 | $2.01M | Sell |
64,856
-473
| -0.7% | -$15.1K | 0.35% | 59 |
|
|
2025
Q4 | $2.07M | Sell |
65,329
-480
| -0.7% | -$14.3K | 0.35% | 59 |
|
|
2025
Q3 | $1.95M | Sell |
65,809
-1,654
| -2% | -$48.1K | 0.35% | 58 |
|
|
2025
Q2 | $1.77M | Hold |
67,463
| – | – | 0.38% | 56 |
|
|
2025
Q1 | $1.77M | Sell |
67,463
-810
| -1% | -$22.6K | 0.38% | 56 |
|
|
2024
Q4 | $1.89M | Buy |
68,273
+7,760
| +13% | +$221K | 0.4% | 51 |
|
|
2024
Q3 | $1.68M | Sell |
60,513
-945
| -2% | -$25.1K | 0.35% | 59 |
|
|
2024
Q2 | $1.59M | Sell |
61,458
-1,341
| -2% | -$35.1K | 0.36% | 57 |
|
|
2024
Q1 | $1.7M | Sell |
62,799
-390
| -0.6% | -$9.95K | 0.39% | 54 |
|
|
2023
Q4 | $1.59M | Sell |
63,189
-552
| -0.9% | -$12.6K | 0.38% | 54 |
|
|
2023
Q3 | $1.44M | Sell |
63,741
-1,437
| -2% | -$34K | 0.39% | 50 |
|
|
2023
Q2 | $1.54M | Buy |
65,178
+975
| +2% | +$22K | 0.41% | 47 |
|
|
2023
Q1 | $1.45M | Buy |
64,203
+303
| +0.5% | +$6.98K | 0.4% | 49 |
|
|
2022
Q4 | $1.4M | Buy |
63,900
+1,938
| +3% | +$42.5K | 0.44% | 48 |
|
|
2022
Q3 | $1.25M | Sell |
61,962
-2,733
| -4% | -$61K | 0.41% | 51 |
|
|
2022
Q2 | $1.35M | Sell |
64,695
-954
| -1% | -$22K | 0.43% | 49 |
|
|
2022
Q1 | $1.66M | Buy |
65,649
+75
| +0.1% | +$1.88K | 0.47% | 43 |
|
|
2021
Q4 | $1.76M | Sell |
65,574
-843
| -1% | -$22.5K | 0.48% | 43 |
|
|
2021
Q3 | $1.7M | Sell |
66,417
-1,224
| -2% | -$32K | 0.5% | 38 |
|
|
2021
Q2 | $1.76M | Sell |
67,641
-3,690
| -5% | -$95.3K | 0.53% | 35 |
|
|
2021
Q1 | $1.77M | Sell |
71,331
-132
| -0.2% | -$3.2K | 0.58% | 31 |
|
|
2020
Q4 | $1.62M | Sell |
71,463
-1,596
| -2% | -$33.3K | 0.61% | 24 |
|
|
2020
Q3 | $1.35M | Buy |
73,059
+195
| +0.3% | +$3.61K | 0.68% | 26 |
|
|
2020
Q2 | $1.28M | Sell |
72,864
-1,293
| -2% | -$21.1K | 0.69% | 24 |
|
|
2020
Q1 | $1.04M | Sell |
74,157
-52,644
| -42% | -$964K | 0.71% | 14 |
|
|
2019
Q4 | $2.54M | Buy |
126,801
+1,347
| +1% | +$26.1K | 1.16% | 17 |
|
|
2019
Q3 | $2.36M | Buy |
125,454
+5,427
| +5% | +$103K | 1.13% | 18 |
|
|
2019
Q2 | $2.28M | Buy |
120,027
+5,235
| +5% | +$97.9K | 1.12% | 22 |
|
|
2019
Q1 | $2.12M | Buy |
114,792
+4,308
| +4% | +$77K | 1.1% | 24 |
|
|
2018
Q4 | $1.76M | Buy |
110,484
+14,949
| +16% | +$261K | 0.99% | 23 |
|
|
2018
Q3 | $1.84M | Buy |
95,535
+3,684
| +4% | +$70.2K | 0.98% | 20 |
|
|
2018
Q2 | $1.68M | Sell |
91,851
-1,227
| -1% | -$22.2K | 0.97% | 20 |
|
|
2018
Q1 | $1.64M | Buy |
93,078
+5,757
| +7% | +$103K | 1.78% | 12 |
|
|
2017
Q4 | $1.55M | Buy |
87,321
+2,799
| +3% | +$48.3K | 0.93% | 23 |
|
|
2017
Q3 | $1.41M | Buy |
84,522
+1,908
| +2% | +$31K | 0.87% | 24 |
|
|
2017
Q2 | $1.33M | Buy |
82,614
+3,264
| +4% | +$51.9K | 0.85% | 20 |
|
|
2017
Q1 | $1.25M | Buy |
79,350
+27
| +0% | +$421 | 0.83% | 22 |
|
|
2016
Q4 | $1.19M | Sell |
79,323
-3,459
| -4% | -$50.6K | 0.84% | 23 |
|
|
2016
Q3 | $1.2M | Sell |
82,782
-948
| -1% | -$13.7K | 0.86% | 24 |
|
|
2016
Q2 | $1.17M | Buy |
83,730
+1,368
| +2% | +$18.9K | 0.88% | 25 |
|
|
2016
Q1 | $1.11M | Buy |
+82,362
| New | +$1.04M | 0.86% | 26 |
|
|
2015
Q3 | $6.96M | Sell |
536,553
-984
| -0.2% | -$13.7K | 3.42% | 9 |
|
|
2015
Q2 | $7.64M | Sell |
537,537
-1,689
| -0.3% | -$24.4K | 3.62% | 8 |
|
|
2015
Q1 | $7.76M | Buy |
539,226
+15,531
| +3% | +$217K | 3.73% | 8 |
|
|
2014
Q4 | $7.1M | Buy |
+523,695
| New | +$6.9M | 3.91% | 7 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Ironwood Financial's SCHM Position: Q2 2026 in Review
Ironwood Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q2 2026, selling an estimated $27.7K and leaving 64,052 shares worth $2.27M. The position accounts for 0.35% of the portfolio, ranked #59.
Ironwood Financial first reported a position in SCHM in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.76M in Q1 2015. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Ironwood Financial held 64,052 shares of Schwab US Mid-Cap ETF worth $2.27M as of Q2 2026.
- Ironwood Financial sold 804 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $27.7K.
- Schwab US Mid-Cap ETF made up 0.35% of Ironwood Financial's portfolio in Q2 2026, its #59 holding.
- Ironwood Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- Ironwood Financial's Schwab US Mid-Cap ETF position peaked at $7.76M in Q1 2015.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.