Lee 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
Q1 | $9.82M | Sell |
317,188
-5,936
| -2% | -$189K | 1.39% | 12 |
|
|
2025
Q4 | $9.72M | Sell |
323,124
-5,088
| -2% | -$152K | 1.31% | 11 |
|
|
2025
Q3 | $9.73M | Sell |
328,212
-2,175
| -0.7% | -$63.3K | 1.22% | 11 |
|
|
2025
Q2 | $9.27M | Buy |
330,387
+6,718
| +2% | +$177K | 1.33% | 12 |
|
|
2025
Q1 | $8.48M | Sell |
323,669
-5,978
| -2% | -$166K | 1.3% | 12 |
|
|
2024
Q4 | $9.13M | Sell |
329,647
-3,050
| -0.9% | -$86.9K | 1.28% | 12 |
|
|
2024
Q3 | $9.21M | Sell |
332,697
-1,869
| -0.6% | -$49.7K | 1.31% | 12 |
|
|
2024
Q2 | $8.71M | Sell |
334,566
-3,945
| -1% | -$103K | 1.42% | 13 |
|
|
2024
Q1 | $9.19M | Sell |
338,511
-1,404
| -0.4% | -$35.8K | 1.53% | 13 |
|
|
2023
Q4 | $8.53M | Buy |
339,915
+19,203
| +6% | +$440K | 1.5% | 15 |
|
|
2023
Q3 | $7.24M | Sell |
320,712
-5,931
| -2% | -$141K | 1.35% | 16 |
|
|
2023
Q2 | $7.73M | Buy |
326,643
+3,381
| +1% | +$76.2K | 1.35% | 17 |
|
|
2023
Q1 | $7.31M | Sell |
323,262
-3,111
| -1% | -$71.6K | 1.25% | 18 |
|
|
2022
Q4 | $7.14M | Buy |
326,373
+2,043
| +0.6% | +$44.8K | 1.22% | 16 |
|
|
2022
Q3 | $6.54M | Sell |
324,330
-13,320
| -4% | -$297K | 1.22% | 15 |
|
|
2022
Q2 | $7.06M | Sell |
337,650
-8,826
| -3% | -$204K | 1.3% | 15 |
|
|
2022
Q1 | $8.76M | Sell |
346,476
-4,302
| -1% | -$108K | 1.57% | 14 |
|
|
2021
Q4 | $9.4M | Sell |
350,778
-6,210
| -2% | -$166K | 1.77% | 13 |
|
|
2021
Q3 | $9.12M | Sell |
356,988
-705
| -0.2% | -$18.4K | 1.89% | 13 |
|
|
2021
Q2 | $9.33M | Sell |
357,693
-8,262
| -2% | -$213K | 1.98% | 12 |
|
|
2021
Q1 | $9.08M | Sell |
365,955
-12,702
| -3% | -$308K | 2.15% | 10 |
|
|
2020
Q4 | $8.61M | Sell |
378,657
-55,692
| -13% | -$1.16M | 2.23% | 11 |
|
|
2020
Q3 | $8.03M | Sell |
434,349
-97,116
| -18% | -$1.8M | 2.24% | 12 |
|
|
2020
Q2 | $9.32M | Sell |
531,465
-145,548
| -21% | -$2.37M | 2.59% | 8 |
|
|
2020
Q1 | $9.51M | Buy |
677,013
+7,671
| +1% | +$140K | 3.16% | 7 |
|
|
2019
Q4 | $13.4M | Sell |
669,342
-30,891
| -4% | -$598K | 2.9% | 10 |
|
|
2019
Q3 | $13.2M | Sell |
700,233
-54,399
| -7% | -$1.03M | 2.97% | 9 |
|
|
2019
Q2 | $14.4M | Buy |
754,632
+40,554
| +6% | +$759K | 3.24% | 8 |
|
|
2019
Q1 | $13.2M | Buy |
714,078
+83,241
| +13% | +$1.49M | 3.09% | 8 |
|
|
2018
Q4 | $10.1M | Buy |
630,837
+159,555
| +34% | +$2.79M | 2.7% | 10 |
|
|
2018
Q3 | $9.09M | Buy |
471,282
+41,838
| +10% | +$797K | 2.23% | 10 |
|
|
2018
Q2 | $7.86M | Buy |
429,444
+33,393
| +8% | +$604K | 1.85% | 12 |
|
|
2018
Q1 | $6.98M | Buy |
396,051
+67,950
| +21% | +$1.22M | 1.77% | 13 |
|
|
2017
Q4 | $5.83M | Buy |
328,101
+4,986
| +2% | +$86K | 1.69% | 13 |
|
|
2017
Q3 | $5.4M | Buy |
323,115
+69,240
| +27% | +$1.13M | 1.74% | 13 |
|
|
2017
Q2 | $4.08M | Buy |
253,875
+22,293
| +10% | +$354K | 1.5% | 12 |
|
|
2017
Q1 | $3.65M | Buy |
231,582
+202,440
| +695% | +$3.16M | 1.46% | 14 |
|
|
2016
Q4 | $439K | Buy |
+29,142
| New | +$426K | 0.25% | 74 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Lee Financial's SCHM Position: Q1 2026 in Review
Lee Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q1 2026, selling an estimated $189K and leaving 317,188 shares worth $9.82M. The position accounts for 1.39% of the portfolio, ranked #12.
Lee Financial first reported a position in SCHM in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.4M in Q2 2019. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Lee Financial held 317,188 shares of Schwab US Mid-Cap ETF worth $9.82M as of Q1 2026.
- Lee Financial sold 5,936 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $189K.
- Schwab US Mid-Cap ETF made up 1.39% of Lee Financial's portfolio in Q1 2026, its #12 holding.
- Lee Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's Schwab US Mid-Cap ETF position peaked at $14.4M in Q2 2019.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.