May Barnhard Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

May Barnhard Investments’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	$4.24M	Sell	115,113 -3,286	-3%	-$113K	1.72%	25
2026 Q1	$3.67M	Sell	118,399 -733	-0.6%	-$23.3K	1.78%	24
2025 Q4	$3.58M	Sell	119,132 -2,434	-2%	-$72.6K	1.69%	24
2025 Q3	$3.6M	Sell	121,566 -31,774	-21%	-$925K	1.67%	23
2025 Q2	$4.3M	Sell	153,340 -78,034	-34%	-$2.06M	2.01%	21
2025 Q1	$6.06M	Sell	231,374 -29,940	-11%	-$834K	3.03%	7
2024 Q4	$7.24M	Buy	261,314 +6,092	+2%	+$174K	3.44%	7
2024 Q3	$7.07M	Buy	255,222 +6,993	+3%	+$186K	3.45%	7
2024 Q2	$6.44M	Buy	248,229 +8,826	+4%	+$231K	3.32%	7
2024 Q1	$6.5M	Buy	239,403 +12,549	+6%	+$320K	3.25%	9
2023 Q4	$5.7M	Buy	+226,854	New	+$5.2M	2.93%	12

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

May Barnhard Investments's SCHM Position: Q2 2026 in Review

May Barnhard Investments reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.8% in Q2 2026, selling an estimated $113K and leaving 115,113 shares worth $4.24M. The position accounts for 1.72% of the portfolio, ranked #25.

May Barnhard Investments first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.24M in Q4 2024. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

May Barnhard Investments held 115,113 shares of Schwab US Mid-Cap ETF worth $4.24M as of Q2 2026.
May Barnhard Investments sold 3,286 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $113K.
Schwab US Mid-Cap ETF made up 1.72% of May Barnhard Investments's portfolio in Q2 2026, its #25 holding.
May Barnhard Investments first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's Schwab US Mid-Cap ETF position peaked at $7.24M in Q4 2024.
551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.