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Johnson Financial Group Inc (Wisconsin)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q2 		$85.1K Sell
2,307
-2,127
-48% -$73.2K ﹤0.01% 416
2026
Q1 		$137K Hold
4,434
– – 0.01% 366
2025
Q4 		$133K Buy
4,434
+132
+3% +$3.94K 0.01% 384
2025
Q3 		$128K Hold
4,302
– – ﹤0.01% 418
2025
Q2 		$121K Hold
4,302
– – 0.01% 357
2025
Q1 		$113K Hold
4,302
– – 0.01% 453
2024
Q4 		$125K Hold
4,302
– – 0.01% 346
2024
Q3 		$119K Sell
4,302
-12,555
-74% -$334K 0.01% 428
2024
Q2 		$439K Sell
16,857
-657
-4% -$17.2K 0.02% 223
2024
Q1 		$475K Buy
17,514
+129
+0.7% +$3.29K 0.03% 193
2023
Q4 		$436K Buy
17,385
+195
+1% +$4.47K 0.02% 195
2023
Q3 		$388K Sell
17,190
-4,554
-21% -$108K 0.03% 192
2023
Q2 		$515K Sell
21,744
-5,544
-20% -$125K 0.04% 177
2023
Q1 		$617K Buy
27,288
+10,041
+58% +$231K 0.04% 160
2022
Q4 		$377K Sell
17,247
-3,570
-17% -$78.2K 0.03% 191
2022
Q3 		$456K Buy
20,817
+1,122
+6% +$25K 0.04% 172
2022
Q2 		$412K Hold
19,695
– – 0.03% 193
2022
Q1 		$498K Hold
19,695
– – 0.04% 194
2021
Q4 		$528K Hold
19,695
– – 0.03% 190
2021
Q3 		$503K Hold
19,695
– – 0.03% 182
2021
Q2 		$514K Hold
19,695
– – 0.03% 180
2021
Q1 		$489K Sell
19,695
-1,428
-7% -$34.6K 0.03% 180
2020
Q4 		$480K Buy
21,123
+366
+2% +$7.63K 0.04% 164
2020
Q3 		$384K Buy
20,757
+57
+0.3% +$1.06K 0.04% 160
2020
Q2 		$363K Sell
20,700
-7,146
-26% -$116K 0.04% 146
2020
Q1 		$391K Hold
27,846
– – 0.05% 147
2019
Q4 		$558K Buy
27,846
+75
+0.3% +$1.45K 0.05% 131
2019
Q3 		$524K Sell
27,771
-720
-3% -$13.6K 0.05% 165
2019
Q2 		$542K Buy
28,491
+1,275
+5% +$23.9K 0.05% 164
2019
Q1 		$502K Sell
27,216
-2,166
-7% -$38.7K 0.04% 168
2018
Q4 		$469K Buy
29,382
+15,165
+107% +$265K 0.05% 169
2018
Q3 		$274K Sell
14,217
-3,354
-19% -$63.9K 0.03% 210
2018
Q2 		$321K Hold
17,571
– – 0.04% 192
2018
Q1 		$310K Buy
17,571
+5,580
+47% +$100K 0.04% 197
2017
Q4 		$213K Buy
11,991
+30
+0.3% +$518 0.03% 235
2017
Q3 		$199K Buy
11,961
+15
+0.1% +$244 0.03% 230
2017
Q2 		$192K Buy
11,946
+21
+0.2% +$334 0.03% 238
2017
Q1 		$188K Buy
11,925
+5,727
+92% +$89.3K 0.02% 262
2016
Q4 		$93K Buy
+6,198
New +$90.7K 0.01% 344
2015
Q2 		– Sell
-744
Closed -$11K – 920
2015
Q1 		$11K Buy
+744
New +$10.4K ﹤0.01% 676

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Johnson Financial Group Inc (Wisconsin)'s SCHM Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 48% in Q2 2026, selling an estimated $73.2K and leaving 2,307 shares worth $85.1K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHM in Q1 2015 and has held it in 40 quarters since. The position peaked at $617K in Q1 2023. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 2,307 shares of Schwab US Mid-Cap ETF worth $85.1K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 2,127 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $73.2K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #416 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and has held it in 40 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Schwab US Mid-Cap ETF position peaked at $617K in Q1 2023.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.