LIM
SCHM icon

Leavell Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Leavell Investment Management’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 		$12.2M Sell
332,075
-3,301
-1% -$114K 0.45% 50
2026
Q1 		$10.4M Sell
335,376
-3,216
-0.9% -$102K 0.43% 57
2025
Q4 		$10.2M Sell
338,592
-18,544
-5% -$553K 0.42% 51
2025
Q3 		$10.6M Sell
357,136
-12,549
-3% -$365K 0.45% 51
2025
Q2 		$10.4M Sell
369,685
-10,745
-3% -$283K 0.46% 48
2025
Q1 		$9.97M Sell
380,430
-26,475
-7% -$737K 0.49% 46
2024
Q4 		$11.3M Sell
406,905
-16,227
-4% -$462K 0.55% 42
2024
Q3 		$11.7M Sell
423,132
-17,469
-4% -$465K 0.58% 41
2024
Q2 		$11.5M Sell
440,601
-19,158
-4% -$501K 0.63% 36
2024
Q1 		$12.5M Sell
459,759
-17,397
-4% -$444K 0.72% 30
2023
Q4 		$12M Sell
477,156
-13,356
-3% -$306K 0.76% 29
2023
Q3 		$11.1M Sell
490,512
-19,701
-4% -$467K 0.77% 30
2023
Q2 		$12.1M Sell
510,213
-27,171
-5% -$612K 0.82% 29
2023
Q1 		$12.2M Sell
537,384
-2,622
-0.5% -$60.4K 0.87% 28
2022
Q4 		$11.8M Sell
540,006
-1,587
-0.3% -$34.8K 0.89% 29
2022
Q3 		$10.9M Sell
541,593
-6,609
-1% -$147K 0.87% 25
2022
Q2 		$11.5M Sell
548,202
-17,562
-3% -$405K 0.88% 25
2022
Q1 		$14.3M Sell
565,764
-24,576
-4% -$616K 0.98% 18
2021
Q4 		$15.8M Sell
590,340
-10,227
-2% -$273K 1.05% 17
2021
Q3 		$15.3M Sell
600,567
-9,423
-2% -$246K 1.14% 16
2021
Q2 		$15.1M Hold
609,990
– – 1.23% 15
2021
Q1 		$15.1M Sell
609,990
-8,331
-1% -$202K 1.23% 15
2020
Q4 		$14.1M Sell
618,321
-48,135
-7% -$1M 1.21% 16
2020
Q3 		$12.3M Sell
666,456
-33,153
-5% -$614K 1.07% 21
2020
Q2 		$12.3M Sell
699,609
-99,147
-12% -$1.62M 1.19% 19
2020
Q1 		$11.2M Buy
798,756
+6,759
+0.9% +$124K 1.3% 16
2019
Q4 		$15.9M Buy
791,997
+13,467
+2% +$261K 1.49% 11
2019
Q3 		$14.7M Buy
778,530
+26,142
+3% +$494K 1.51% 10
2019
Q2 		$14.4M Buy
752,388
+44,922
+6% +$840K 1.51% 11
2019
Q1 		$13.1M Buy
707,466
+25,716
+4% +$460K 1.46% 11
2018
Q4 		$10.9M Buy
681,750
+35,805
+6% +$626K 1.37% 12
2018
Q3 		$12.5M Sell
645,945
-7,176
-1% -$137K 1.34% 14
2018
Q2 		$11.9M Buy
653,121
+17,151
+3% +$310K 1.36% 13
2018
Q1 		$11.2M Buy
635,970
+52,281
+9% +$939K 1.31% 14
2017
Q4 		$10.4M Buy
583,689
+10,332
+2% +$178K 1.22% 14
2017
Q3 		$9.58M Buy
573,357
+15,558
+3% +$253K 1.18% 14
2017
Q2 		$8.96M Buy
557,799
+71,643
+15% +$1.14M 1.13% 16
2017
Q1 		$7.67M Buy
486,156
+31,227
+7% +$487K 0.98% 18
2016
Q4 		$6.85M Buy
454,929
+46,317
+11% +$678K 0.94% 21
2016
Q3 		$5.93M Sell
408,612
-1,647
-0.4% -$23.8K 0.87% 26
2016
Q2 		$5.75M Sell
410,259
-241,338
-37% -$3.33M 0.85% 26
2016
Q1 		$8.82M Sell
651,597
-31,242
-5% -$394K 1.32% 12
2015
Q4 		$9.12M Buy
682,839
+147,282
+28% +$2M 1.34% 10
2015
Q3 		$6.95M Buy
535,557
+1,548
+0.3% +$21.5K 1.1% 15
2015
Q2 		$7.59M Sell
534,009
-262,722
-33% -$3.8M 1.18% 13
2015
Q1 		$11.5M Sell
796,731
-34,578
-4% -$482K 1.73% 7
2014
Q4 		$11.3M Buy
831,309
+356,796
+75% +$4.7M 1.74% 7
2014
Q3 		$6.12M Buy
474,513
+182,616
+63% +$2.42M 0.97% 18
2014
Q2 		$3.92M Buy
291,897
+20,589
+8% +$265K 0.62% 36
2014
Q1 		$3.49M Buy
271,308
+77,394
+40% +$976K 0.58% 44
2013
Q4 		$2.42M Buy
193,914
+134,001
+224% +$1.61M 0.41% 74
2013
Q3 		$691K Buy
+59,913
New +$676K 0.12% 176

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Leavell Investment Management's SCHM Position: Q2 2026 in Review

Leavell Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.98% in Q2 2026, selling an estimated $114K and leaving 332,075 shares worth $12.2M. The position accounts for 0.45% of the portfolio, ranked #50.

Leavell Investment Management first reported a position in SCHM in Q3 2013 and has held it in 52 quarters since. The position peaked at $15.9M in Q4 2019. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Leavell Investment Management held 332,075 shares of Schwab US Mid-Cap ETF worth $12.2M as of Q2 2026.
  • Leavell Investment Management sold 3,301 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $114K.
  • Schwab US Mid-Cap ETF made up 0.45% of Leavell Investment Management's portfolio in Q2 2026, its #50 holding.
  • Leavell Investment Management first reported a position in Schwab US Mid-Cap ETF in Q3 2013 and has held it in 52 quarters since.
  • Leavell Investment Management's Schwab US Mid-Cap ETF position peaked at $15.9M in Q4 2019.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.