MCM
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Mitchell Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mitchell Capital 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 		$464K Buy
12,577
+4
+0% +$138 0.07% 98
2026
Q1 		$389K Buy
12,573
+142
+1% +$4.52K 0.07% 100
2025
Q4 		$374K Sell
12,431
-440
-3% -$13.1K 0.07% 96
2025
Q3 		$381K Buy
12,871
+182
+1% +$5.3K 0.07% 98
2025
Q2 		$365K Sell
12,689
-2,209
-15% -$58.3K 0.07% 89
2025
Q1 		$390K Sell
14,898
-192
-1% -$5.35K 0.07% 89
2024
Q4 		$418K Sell
15,090
-798
-5% -$22.7K 0.07% 87
2024
Q3 		$440K Sell
15,888
-840
-5% -$22.3K 0.08% 86
2024
Q2 		$434K Sell
16,728
-1,572
-9% -$41.1K 0.08% 88
2024
Q1 		$497K Sell
18,300
-183
-1% -$4.67K 0.1% 98
2023
Q4 		$464K Sell
18,483
-15,888
-46% -$364K 0.1% 102
2023
Q3 		$775K Sell
34,371
-6,444
-16% -$153K 0.18% 96
2023
Q2 		$966K Sell
40,815
-4,431
-10% -$99.9K 0.22% 96
2023
Q1 		$1.02M Buy
45,246
+5,568
+14% +$128K 0.25% 96
2022
Q4 		$868K Sell
39,678
-618
-2% -$13.5K 0.24% 101
2022
Q3 		$813K Sell
40,296
-159
-0.4% -$3.55K 0.23% 101
2022
Q2 		$846K Buy
40,455
+2,049
+5% +$47.3K 0.24% 98
2022
Q1 		$971K Buy
38,406
+27
+0.1% +$677 0.22% 100
2021
Q4 		$1.03M Buy
38,379
+1,242
+3% +$33.1K 0.21% 103
2021
Q3 		$949K Buy
37,137
+2,256
+6% +$58.9K 0.21% 113
2021
Q2 		$910K Buy
34,881
+87
+0.3% +$2.25K 0.2% 120
2021
Q1 		$863K Sell
34,794
-5,088
-13% -$123K 0.21% 115
2020
Q4 		$906K Buy
39,882
+1,293
+3% +$27K 0.23% 105
2020
Q3 		$714K Sell
38,589
-9,045
-19% -$168K 0.21% 110
2020
Q2 		$836K Sell
47,634
-2,232
-4% -$36.4K 0.27% 96
2020
Q1 		$701K Sell
49,866
-4,788
-9% -$87.7K 0.27% 96
2019
Q4 		$1.1M Buy
54,654
+2,700
+5% +$52.3K 0.35% 81
2019
Q3 		$979K Buy
51,954
+8,214
+19% +$155K 0.33% 85
2019
Q2 		$832K Buy
43,740
+333
+0.8% +$6.23K 0.28% 87
2019
Q1 		$801K Sell
43,407
-5,799
-12% -$104K 0.28% 81
2018
Q4 		$786K Sell
49,206
-888
-2% -$15.5K 0.33% 68
2018
Q3 		$966K Sell
50,094
-1,062
-2% -$20.2K 0.31% 67
2018
Q2 		$936K Buy
51,156
+1,167
+2% +$21.1K 0.34% 55
2018
Q1 		$881K Sell
49,989
-25,938
-34% -$466K 0.32% 47
2017
Q4 		$1.35M Sell
75,927
-27,924
-27% -$482K 0.47% 42
2017
Q3 		$1.74M Sell
103,851
-78,888
-43% -$1.28M 0.63% 44
2017
Q2 		$2.93M Buy
182,739
+6,420
+4% +$102K 1.12% 37
2017
Q1 		$2.78M Sell
176,319
-100,596
-36% -$1.57M 1.03% 42
2016
Q4 		$4.17M Buy
276,915
+223,710
+420% +$3.27M 1.58% 36
2016
Q3 		$772K Buy
+53,205
New +$769K 0.29% 46

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
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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Mitchell Capital Management's SCHM Position: Q2 2026 in Review

Mitchell Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.03% in Q2 2026, buying an estimated $138 and bringing the position to 12,577 shares worth $464K. The position accounts for 0.07% of the portfolio, ranked #98.

Mitchell Capital Management first reported a position in SCHM in Q3 2016 and has held it in 40 quarters since. The position peaked at $4.17M in Q4 2016. 971 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Mitchell Capital Management held 12,577 shares of Schwab US Mid-Cap ETF worth $464K as of Q2 2026.
  • Mitchell Capital Management bought 4 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $138.
  • Schwab US Mid-Cap ETF made up 0.07% of Mitchell Capital Management's portfolio in Q2 2026, its #98 holding.
  • Mitchell Capital Management first reported a position in Schwab US Mid-Cap ETF in Q3 2016 and has held it in 40 quarters since.
  • Mitchell Capital Management's Schwab US Mid-Cap ETF position peaked at $4.17M in Q4 2016.
  • 971 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.