Koshinski Asset Management’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 | $28.4M | Buy |
769,563
+10,366
| +1% | +$357K | 1.51% | 9 |
|
|
2026
Q1 | $23.5M | Buy |
759,197
+15,785
| +2% | +$503K | 1.47% | 10 |
|
|
2025
Q4 | $22.4M | Buy |
743,412
+32,563
| +5% | +$971K | 1.44% | 11 |
|
|
2025
Q3 | $21.1M | Buy |
710,849
+19,405
| +3% | +$565K | 1.42% | 7 |
|
|
2025
Q2 | $19.4M | Buy |
691,444
+22,720
| +3% | +$599K | 1.46% | 10 |
|
|
2025
Q1 | $17.5M | Buy |
668,724
+23,773
| +4% | +$662K | 1.49% | 8 |
|
|
2024
Q4 | $17.9B | Buy |
644,951
+19,268
| +3% | +$549K | 1.53% | 9 |
|
|
2024
Q3 | $17.3M | Buy |
625,683
+17,397
| +3% | +$463K | 1.5% | 8 |
|
|
2024
Q2 | $15.6M | Sell |
608,286
-990
| -0.2% | -$25.9K | 1.45% | 10 |
|
|
2024
Q1 | $16.5M | Buy |
609,276
+567,321
| +1,352% | +$14.5M | 1.69% | 7 |
|
|
2023
Q4 | $1.05M | Sell |
41,955
-461,214
| -92% | -$10.6M | 0.16% | 177 |
|
|
2023
Q3 | $11.4M | Buy |
503,169
+29,409
| +6% | +$697K | 1.3% | 11 |
|
|
2023
Q2 | $11.2M | Sell |
473,760
-79,032
| -14% | -$1.78M | 1.2% | 12 |
|
|
2023
Q1 | $12.5M | Buy |
552,792
+65,307
| +13% | +$1.5M | 1.22% | 12 |
|
|
2022
Q4 | $10.7M | Buy |
487,485
+14,316
| +3% | +$314K | 1.03% | 16 |
|
|
2022
Q3 | $9.55M | Buy |
473,169
+18,888
| +4% | +$421K | 1.14% | 13 |
|
|
2022
Q2 | $9.5M | Buy |
454,281
+10,740
| +2% | +$248K | 0.94% | 16 |
|
|
2022
Q1 | $11.2M | Buy |
443,541
+32,265
| +8% | +$809K | 0.92% | 16 |
|
|
2021
Q4 | $11M | Buy |
411,276
+26,346
| +7% | +$703K | 0.89% | 17 |
|
|
2021
Q3 | $9.84M | Buy |
384,930
+115,872
| +43% | +$3.03M | 0.86% | 16 |
|
|
2021
Q2 | $7.02M | Sell |
269,058
-74,571
| -22% | -$1.93M | 0.88% | 17 |
|
|
2021
Q1 | $8.53M | Buy |
343,629
+3,987
| +1% | +$96.7K | 0.9% | 17 |
|
|
2020
Q4 | $7.72M | Buy |
339,642
+13,998
| +4% | +$292K | 0.98% | 14 |
|
|
2020
Q3 | $6.47K | Buy |
325,644
+89,943
| +38% | +$1.67M | 0.87% | 17 |
|
|
2020
Q2 | $4.13M | Buy |
235,701
+51,774
| +28% | +$844K | 0.67% | 29 |
|
|
2020
Q1 | $2.58M | Buy |
183,927
+87,810
| +91% | +$1.61M | 0.54% | 42 |
|
|
2019
Q4 | $1.92M | Buy |
96,117
+44,694
| +87% | +$865K | 0.33% | 80 |
|
|
2019
Q3 | $969K | Sell |
51,423
-12
| -0% | -$227 | 0.67% | 47 |
|
|
2019
Q2 | $979K | Sell |
51,435
-5,841
| -10% | -$109K | 0.4% | 72 |
|
|
2019
Q1 | $1.06K | Sell |
57,276
-12,135
| -17% | -$217K | 0.28% | 101 |
|
|
2018
Q4 | $1.11M | Sell |
69,411
-22,116
| -24% | -$386K | 0.27% | 112 |
|
|
2018
Q3 | $1.76M | Buy |
91,527
+55,032
| +151% | +$1.05M | 0.25% | 117 |
|
|
2018
Q2 | $668K | Sell |
36,495
-330
| -0.9% | -$5.97K | 0.2% | 162 |
|
|
2018
Q1 | $649K | Sell |
36,825
-16,983
| -32% | -$305K | 0.2% | 172 |
|
|
2017
Q4 | $955K | Buy |
53,808
+15,708
| +41% | +$271K | 0.24% | 137 |
|
|
2017
Q3 | $636K | Buy |
38,100
+7,644
| +25% | +$124K | 0.21% | 161 |
|
|
2017
Q2 | $489K | Buy |
30,456
+6,972
| +30% | +$111K | 0.18% | 194 |
|
|
2017
Q1 | $371K | Buy |
23,484
+3,897
| +20% | +$60.7K | 0.15% | 208 |
|
|
2016
Q4 | $295K | Sell |
19,587
-5,136
| -21% | -$75.2K | 0.15% | 219 |
|
|
2016
Q3 | $359K | Buy |
24,723
+7,923
| +47% | +$115K | 0.18% | 183 |
|
|
2016
Q2 | $235K | Buy |
16,800
+1,497
| +10% | +$20.6K | 0.13% | 229 |
|
|
2016
Q1 | $207K | Buy |
+15,303
| New | +$193K | 0.13% | 209 |
|
|
2015
Q3 | – | Sell |
-15,105
| Closed | -$215K | – | 243 |
|
|
2015
Q2 | $215K | Sell |
15,105
-11,778
| -44% | -$170K | 0.14% | 212 |
|
|
2015
Q1 | $387K | Buy |
+26,883
| New | +$375K | 0.25% | 121 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Koshinski Asset Management's SCHM Position: Q2 2026 in Review
Koshinski Asset Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q2 2026, buying an estimated $357K and bringing the position to 769,563 shares worth $28.4M. The position accounts for 1.51% of the portfolio, ranked #9.
Koshinski Asset Management first reported a position in SCHM in Q1 2015 and has held it in 44 quarters since. The position peaked at $17.9B in Q4 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Koshinski Asset Management held 769,563 shares of Schwab US Mid-Cap ETF worth $28.4M as of Q2 2026.
- Koshinski Asset Management bought 10,366 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $357K.
- Schwab US Mid-Cap ETF made up 1.51% of Koshinski Asset Management's portfolio in Q2 2026, its #9 holding.
- Koshinski Asset Management first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and has held it in 44 quarters since.
- Koshinski Asset Management's Schwab US Mid-Cap ETF position peaked at $17.9B in Q4 2024.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.