L.J. Altfest & Co’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
Q1 | $1.33M | Sell |
42,874
-2,262
| -5% | -$72K | 0.14% | 122 |
|
|
2025
Q4 | $1.36M | Buy |
45,136
+132
| +0.3% | +$3.94K | 0.15% | 108 |
|
|
2025
Q3 | $1.33M | Buy |
45,004
+320
| +0.7% | +$9.31K | 0.15% | 107 |
|
|
2025
Q2 | $1.25M | Buy |
44,684
+1,368
| +3% | +$36.1K | 0.15% | 109 |
|
|
2025
Q1 | $1.13M | Buy |
43,316
+6,956
| +19% | +$194K | 0.14% | 116 |
|
|
2024
Q4 | $1.01M | Buy |
36,360
+981
| +3% | +$28K | 0.13% | 113 |
|
|
2024
Q3 | $980K | Sell |
35,379
-7,155
| -17% | -$190K | 0.13% | 133 |
|
|
2024
Q2 | $1.1M | Buy |
42,534
+246
| +0.6% | +$6.44K | 0.15% | 104 |
|
|
2024
Q1 | $1.15M | Sell |
42,288
-429
| -1% | -$10.9K | 0.16% | 107 |
|
|
2023
Q4 | $1.07M | Sell |
42,717
-6
| -0% | -$137 | 0.16% | 115 |
|
|
2023
Q3 | $964K | Buy |
42,723
+354
| +0.8% | +$8.39K | 0.15% | 114 |
|
|
2023
Q2 | $1M | Sell |
42,369
-2,241
| -5% | -$50.5K | 0.15% | 107 |
|
|
2023
Q1 | $1.01M | Buy |
44,610
+138
| +0.3% | +$3.18K | 0.16% | 95 |
|
|
2022
Q4 | $973K | Sell |
44,472
-5,403
| -11% | -$118K | 0.16% | 104 |
|
|
2022
Q3 | $1.01M | Buy |
49,875
+897
| +2% | +$20K | 0.19% | 84 |
|
|
2022
Q2 | $1.02M | Buy |
48,978
+150
| +0.3% | +$3.46K | 0.18% | 87 |
|
|
2022
Q1 | $1.24M | Buy |
48,828
+240
| +0.5% | +$6.02K | 0.22% | 72 |
|
|
2021
Q4 | $1.3M | Sell |
48,588
-1,062
| -2% | -$28.3K | 0.25% | 76 |
|
|
2021
Q3 | $1.27M | Buy |
49,650
+435
| +0.9% | +$11.4K | 0.27% | 66 |
|
|
2021
Q2 | $1.28M | Buy |
49,215
+78
| +0.2% | +$2.02K | 0.28% | 65 |
|
|
2021
Q1 | $1.22M | Sell |
49,137
-300
| -0.6% | -$7.28K | 0.29% | 68 |
|
|
2020
Q4 | $1.12M | Sell |
49,437
-240
| -0.5% | -$5K | 0.28% | 67 |
|
|
2020
Q3 | $919K | Sell |
49,677
-1,635
| -3% | -$30.3K | 0.24% | 71 |
|
|
2020
Q2 | $900K | Sell |
51,312
-4,515
| -8% | -$73.6K | 0.26% | 68 |
|
|
2020
Q1 | $785K | Buy |
55,827
+345
| +0.6% | +$6.32K | 0.25% | 69 |
|
|
2019
Q4 | $1.11M | Buy |
55,482
+84
| +0.2% | +$1.63K | 0.28% | 55 |
|
|
2019
Q3 | $1.04M | Sell |
55,398
-4,512
| -8% | -$85.2K | 0.27% | 56 |
|
|
2019
Q2 | $1.14M | Sell |
59,910
-393
| -0.7% | -$7.35K | 0.3% | 56 |
|
|
2019
Q1 | $1.11M | Buy |
60,303
+4,290
| +8% | +$76.7K | 0.27% | 57 |
|
|
2018
Q4 | $895K | Buy |
56,013
+40,500
| +261% | +$708K | 0.25% | 61 |
|
|
2018
Q3 | $299K | Sell |
15,513
-2,250
| -13% | -$42.9K | 0.09% | 137 |
|
|
2018
Q2 | $325K | Buy |
17,763
+180
| +1% | +$3.26K | 0.12% | 125 |
|
|
2018
Q1 | $310K | Buy |
+17,583
| New | +$316K | 0.13% | 128 |
|
Other funds holding SCHM
MGIA
AA
LWMT
L.J. Altfest & Co's SCHM Position: Q1 2026 in Review
L.J. Altfest & Co reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5% in Q1 2026, selling an estimated $72K and leaving 42,874 shares worth $1.33M. The position accounts for 0.14% of the portfolio, ranked #122.
L.J. Altfest & Co first reported a position in SCHM in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.36M in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- L.J. Altfest & Co held 42,874 shares of Schwab US Mid-Cap ETF worth $1.33M as of Q1 2026.
- L.J. Altfest & Co sold 2,262 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $72K.
- Schwab US Mid-Cap ETF made up 0.14% of L.J. Altfest & Co's portfolio in Q1 2026, its #122 holding.
- L.J. Altfest & Co first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and has held it in 33 quarters since.
- L.J. Altfest & Co's Schwab US Mid-Cap ETF position peaked at $1.36M in Q4 2025.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.