LBC
SCHM icon

Lowe Brockenbrough & Co’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lowe Brockenbrough & Co’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
Q1 		$3.65M Sell
118,033
-3,341
-3% -$106K 0.18% 98
2025
Q4 		$3.65M Sell
121,374
-5,305
-4% -$158K 0.18% 101
2025
Q3 		$3.75M Sell
126,679
-16,362
-11% -$476K 0.19% 98
2025
Q2 		$4.01M Sell
143,041
-17,145
-11% -$452K 0.23% 93
2025
Q1 		$4.2M Sell
160,186
-4,001
-2% -$111K 0.28% 90
2024
Q4 		$4.55M Sell
164,187
-6,339
-4% -$181K 0.29% 84
2024
Q3 		$4.72M Sell
170,526
-492
-0.3% -$13.1K 0.3% 84
2024
Q2 		$4.45M Sell
171,018
-9,690
-5% -$254K 0.3% 85
2024
Q1 		$4.91M Sell
180,708
-1,998
-1% -$51K 0.33% 80
2023
Q4 		$4.59M Buy
182,706
+49,059
+37% +$1.12M 0.36% 75
2023
Q3 		$3.02M Hold
133,647
– – 0.23% 102
2023
Q2 		$3.16M Sell
133,647
-1,575
-1% -$35.5K 0.24% 97
2023
Q1 		$3.06M Sell
135,222
-9,960
-7% -$229K 0.25% 95
2022
Q4 		$3.18M Sell
145,182
-2,142
-1% -$46.9K 0.28% 91
2022
Q3 		$2.97M Sell
147,324
-3,630
-2% -$81K 0.29% 89
2022
Q2 		$3.16M Buy
150,954
+345
+0.2% +$7.96K 0.28% 90
2022
Q1 		$3.81M Sell
150,609
-1,305
-0.9% -$32.7K 0.28% 89
2021
Q4 		$4.08M Buy
151,914
+165
+0.1% +$4.4K 0.3% 84
2021
Q3 		$3.88M Sell
151,749
-870
-0.6% -$22.7K 0.3% 88
2021
Q2 		$3.98M Sell
152,619
-840
-0.5% -$21.7K 0.36% 76
2021
Q1 		$3.81M Buy
153,459
+381
+0.2% +$9.24K 0.37% 76
2020
Q4 		$3.48M Buy
153,078
+18,585
+14% +$388K 0.38% 74
2020
Q3 		$2.49M Sell
134,493
-6,615
-5% -$123K 0.31% 86
2020
Q2 		$2.48M Sell
141,108
-126,945
-47% -$2.07M 0.33% 83
2020
Q1 		$3.77M Sell
268,053
-28,530
-10% -$522K 0.62% 53
2019
Q4 		$5.95M Buy
296,583
+36,120
+14% +$699K 0.74% 47
2019
Q3 		$4.91M Buy
260,463
+30,480
+13% +$576K 0.66% 55
2019
Q2 		$4.38M Buy
229,983
+35,655
+18% +$667K 0.6% 57
2019
Q1 		$3.59M Buy
194,328
+44,964
+30% +$803K 0.5% 65
2018
Q4 		$2.39M Buy
149,364
+61,590
+70% +$1.08M 0.39% 77
2018
Q3 		$1.69M Buy
87,774
+7,305
+9% +$139K 0.24% 103
2018
Q2 		$1.47M Buy
80,469
+2,580
+3% +$46.7K 0.22% 110
2018
Q1 		$1.37M Buy
77,889
+1,965
+3% +$35.3K 0.2% 116
2017
Q4 		$1.35M Buy
75,924
+5,250
+7% +$90.6K 0.19% 118
2017
Q3 		$1.18M Buy
70,674
+1,290
+2% +$21K 0.18% 119
2017
Q2 		$1.11M Buy
69,384
+10,830
+18% +$172K 0.18% 115
2017
Q1 		$924K Buy
58,554
+1,170
+2% +$18.2K 0.15% 122
2016
Q4 		$864K Buy
57,384
+6,960
+14% +$102K 0.14% 125
2016
Q3 		$731K Sell
50,424
-1,485
-3% -$21.5K 0.13% 131
2016
Q2 		$727K Buy
51,909
+2,385
+5% +$32.9K 0.13% 128
2016
Q1 		$670K Buy
49,524
+21,384
+76% +$270K 0.12% 136
2015
Q4 		$376K Buy
+28,140
New +$382K 0.06% 161

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Lowe Brockenbrough & Co's SCHM Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.8% in Q1 2026, selling an estimated $106K and leaving 118,033 shares worth $3.65M. The position accounts for 0.18% of the portfolio, ranked #98.

Lowe Brockenbrough & Co first reported a position in SCHM in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.95M in Q4 2019. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Lowe Brockenbrough & Co held 118,033 shares of Schwab US Mid-Cap ETF worth $3.65M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 3,341 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $106K.
  • Schwab US Mid-Cap ETF made up 0.18% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #98 holding.
  • Lowe Brockenbrough & Co first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • Lowe Brockenbrough & Co's Schwab US Mid-Cap ETF position peaked at $5.95M in Q4 2019.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.