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Nicollet Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Nicollet Investment 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
Q1 		$3.6M Sell
116,422
-5,830
-5% -$186K 1.23% 26
2025
Q4 		$3.68M Sell
122,252
-840
-0.7% -$25K 1.16% 27
2025
Q3 		$3.65M Buy
123,092
+959
+0.8% +$27.9K 1.19% 27
2025
Q2 		$3.43M Sell
122,133
-984
-0.8% -$26K 1.15% 28
2025
Q1 		$3.23M Sell
123,117
-2,004
-2% -$55.8K 1.13% 31
2024
Q4 		$3.47M Buy
125,121
+1,635
+1% +$46.6K 1.19% 30
2024
Q3 		$3.42M Buy
123,486
+3,762
+3% +$100K 1.18% 31
2024
Q2 		$3.11M Sell
119,724
-747
-0.6% -$19.5K 1.16% 30
2024
Q1 		$3.27M Buy
120,471
+1,158
+1% +$29.5K 1.21% 30
2023
Q4 		$3M Buy
119,313
+363
+0.3% +$8.32K 1.22% 31
2023
Q3 		$2.68M Buy
118,950
+2,517
+2% +$59.6K 1.2% 31
2023
Q2 		$2.76M Buy
116,433
+15,993
+16% +$360K 1.23% 29
2023
Q1 		$2.27M Buy
100,440
+14,721
+17% +$339K 1.18% 31
2022
Q4 		$1.88M Buy
85,719
+3,534
+4% +$77.5K 1.08% 30
2022
Q3 		$1.66M Sell
82,185
-12,129
-13% -$271K 0.91% 31
2022
Q2 		$1.97M Buy
94,314
+1,251
+1% +$28.9K 1.06% 29
2022
Q1 		$2.35M Buy
93,063
+9,918
+12% +$249K 1.04% 27
2021
Q4 		$2.23M Buy
83,145
+15,594
+23% +$416K 0.9% 30
2021
Q3 		$1.73M Sell
67,551
-1,584
-2% -$41.4K 0.73% 34
2021
Q2 		$1.8M Buy
69,135
+31,722
+85% +$819K 0.73% 35
2021
Q1 		$928K Buy
37,413
+6,543
+21% +$159K 0.41% 48
2020
Q4 		$702K Buy
30,870
+19,428
+170% +$405K 0.32% 51
2020
Q3 		$212K Buy
+11,442
New +$212K 0.11% 58

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

Nicollet Investment Management's SCHM Position: Q1 2026 in Review

Nicollet Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.8% in Q1 2026, selling an estimated $186K and leaving 116,422 shares worth $3.6M. The position accounts for 1.23% of the portfolio, ranked #26.

Nicollet Investment Management first reported a position in SCHM in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.68M in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Nicollet Investment Management held 116,422 shares of Schwab US Mid-Cap ETF worth $3.6M as of Q1 2026.
  • Nicollet Investment Management sold 5,830 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $186K.
  • Schwab US Mid-Cap ETF made up 1.23% of Nicollet Investment Management's portfolio in Q1 2026, its #26 holding.
  • Nicollet Investment Management first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Nicollet Investment Management's Schwab US Mid-Cap ETF position peaked at $3.68M in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Nicollet Investment Management's 13F filing for Q1 2026, filed 13 May 2026.