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Moors & Cabot’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Moors & Cabot’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 		– Sell
-7,621
Closed -$236K – 991
2026
Q1 		$236K Buy
7,621
+1
+0% +$32 0.01% 804
2025
Q4 		$229K Buy
+7,620
New +$227K 0.01% 806

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Moors & Cabot's SCHM Position: Q2 2026 in Review

Moors & Cabot sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 7,621 shares — an estimated $236K sold.

Moors & Cabot first reported a position in SCHM in Q4 2025 and held it in 2 quarters. The position peaked at $236K in Q1 2026. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Moors & Cabot reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Moors & Cabot sold 7,621 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $236K.
  • Moors & Cabot first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and held it in 2 quarters.
  • Moors & Cabot's Schwab US Mid-Cap ETF position peaked at $236K in Q1 2026.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.