MCF Advisors’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 | $1.98M | Sell |
64,034
-16
| -0% | -$509 | 0.09% | 113 |
|
|
2025
Q4 | $1.93M | Sell |
64,050
-606
| -0.9% | -$18.1K | 0.11% | 91 |
|
|
2025
Q3 | $1.92M | Sell |
64,656
-837
| -1% | -$24.4K | 0.12% | 64 |
|
|
2025
Q2 | $1.84M | Buy |
65,493
+38,906
| +146% | +$1.03M | 0.12% | 60 |
|
|
2025
Q1 | $697K | Sell |
26,587
-7,638
| -22% | -$213K | 0.05% | 113 |
|
|
2024
Q4 | $948K | Buy |
34,225
+589
| +2% | +$16.8K | 0.07% | 94 |
|
|
2024
Q3 | $932K | Sell |
33,636
-3
| -0% | -$80 | 0.07% | 93 |
|
|
2024
Q2 | $873K | Sell |
33,639
-45
| -0.1% | -$1.18K | 0.07% | 97 |
|
|
2024
Q1 | $914K | Sell |
33,684
-5,769
| -15% | -$147K | 0.07% | 96 |
|
|
2023
Q4 | $991K | Sell |
39,453
-3,546
| -8% | -$81.2K | 0.08% | 85 |
|
|
2023
Q3 | $970K | Buy |
42,999
+246
| +0.6% | +$5.83K | 0.09% | 77 |
|
|
2023
Q2 | $1.01M | Sell |
42,753
-24,897
| -37% | -$561K | 0.09% | 71 |
|
|
2023
Q1 | $1.53M | Sell |
67,650
-2,592
| -4% | -$59.7K | 0.14% | 48 |
|
|
2022
Q4 | $1.54M | Buy |
70,242
+31,431
| +81% | +$689K | 0.16% | 45 |
|
|
2022
Q3 | $783K | Buy |
38,811
+1,215
| +3% | +$27.1K | 0.09% | 77 |
|
|
2022
Q2 | $786K | Buy |
37,596
+16,503
| +78% | +$381K | 0.08% | 70 |
|
|
2022
Q1 | $533K | Buy |
+21,093
| New | +$529K | 0.05% | 102 |
|
|
2021
Q4 | – | Sell |
-6,384
| Closed | -$163K | – | 561 |
|
|
2021
Q3 | $163K | Sell |
6,384
-42
| -0.7% | -$1.1K | 0.02% | 200 |
|
|
2021
Q2 | $168K | Sell |
6,426
-186
| -3% | -$4.8K | 0.02% | 185 |
|
|
2021
Q1 | $164K | Sell |
6,612
-177
| -3% | -$4.29K | 0.02% | 181 |
|
|
2020
Q4 | $154K | Sell |
6,789
-63
| -0.9% | -$1.31K | 0.02% | 158 |
|
|
2020
Q3 | $127K | Sell |
6,852
-45
| -0.7% | -$834 | 0.02% | 174 |
|
|
2020
Q2 | $121K | Sell |
6,897
-70,839
| -91% | -$1.15M | 0.02% | 169 |
|
|
2020
Q1 | $1.09M | Sell |
77,736
-180,594
| -70% | -$3.31M | 0.18% | 46 |
|
|
2019
Q4 | $5.18M | Sell |
258,330
-14,676
| -5% | -$284K | 0.79% | 22 |
|
|
2019
Q3 | $5.14M | Buy |
273,006
+11,565
| +4% | +$218K | 0.84% | 20 |
|
|
2019
Q2 | $4.97M | Sell |
261,441
-120,102
| -31% | -$2.25M | 0.82% | 20 |
|
|
2019
Q1 | $7.04M | Buy |
381,543
+21,084
| +6% | +$377K | 1.22% | 15 |
|
|
2018
Q4 | $5.76M | Buy |
360,459
+142,929
| +66% | +$2.5M | 1.1% | 17 |
|
|
2018
Q3 | $4.19M | Sell |
217,530
-13,332
| -6% | -$254K | 0.73% | 21 |
|
|
2018
Q2 | $4.22M | Buy |
230,862
+9,120
| +4% | +$165K | 0.81% | 20 |
|
|
2018
Q1 | $3.91M | Buy |
221,742
+22,638
| +11% | +$407K | 0.77% | 19 |
|
|
2017
Q4 | $3.54M | Buy |
199,104
+36,321
| +22% | +$627K | 0.66% | 20 |
|
|
2017
Q3 | $2.72M | Buy |
162,783
+49,764
| +44% | +$809K | 0.53% | 22 |
|
|
2017
Q2 | $1.81M | Buy |
113,019
+20,718
| +22% | +$329K | 0.36% | 27 |
|
|
2017
Q1 | $1.46M | Buy |
92,301
+22,284
| +32% | +$347K | 0.31% | 31 |
|
|
2016
Q4 | $1.05M | Sell |
70,017
-20,475
| -23% | -$300K | 0.23% | 34 |
|
|
2016
Q3 | $1.31M | Buy |
90,492
+14,676
| +19% | +$212K | 0.31% | 30 |
|
|
2016
Q2 | $1.06M | Buy |
75,816
+4,374
| +6% | +$60.3K | 0.26% | 34 |
|
|
2016
Q1 | $967K | Buy |
71,442
+10,227
| +17% | +$129K | 0.25% | 31 |
|
|
2015
Q4 | $818K | Buy |
61,215
+1,236
| +2% | +$16.8K | 0.22% | 33 |
|
|
2015
Q3 | $778K | Buy |
59,979
+18,819
| +46% | +$261K | 0.2% | 36 |
|
|
2015
Q2 | $585K | Buy |
41,160
+19,074
| +86% | +$276K | 0.15% | 36 |
|
|
2015
Q1 | $318K | Buy |
22,086
+13,812
| +167% | +$193K | 0.08% | 60 |
|
|
2014
Q4 | $112K | Buy |
8,274
+1,434
| +21% | +$18.9K | 0.03% | 130 |
|
|
2014
Q3 | $88K | Buy |
6,840
+2,073
| +43% | +$27.5K | 0.03% | 142 |
|
|
2014
Q2 | $61K | Buy |
4,767
+1,395
| +41% | +$18K | 0.02% | 167 |
|
|
2014
Q1 | $43K | Buy |
3,372
+1,872
| +125% | +$23.6K | 0.01% | 198 |
|
|
2013
Q4 | $19K | Buy |
+1,500
| New | +$18K | 0.01% | 229 |
|
Other funds holding SCHM
MGIA
AA
LWMT
MCF Advisors's SCHM Position: Q1 2026 in Review
MCF Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.02% in Q1 2026, selling an estimated $509 and leaving 64,034 shares worth $1.98M. The position accounts for 0.09% of the portfolio, ranked #113.
MCF Advisors first reported a position in SCHM in Q4 2013 and has held it in 49 quarters since. The position peaked at $7.04M in Q1 2019. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- MCF Advisors held 64,034 shares of Schwab US Mid-Cap ETF worth $1.98M as of Q1 2026.
- MCF Advisors sold 16 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $509.
- Schwab US Mid-Cap ETF made up 0.09% of MCF Advisors's portfolio in Q1 2026, its #113 holding.
- MCF Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 49 quarters since.
- MCF Advisors's Schwab US Mid-Cap ETF position peaked at $7.04M in Q1 2019.
- 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.