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

Orca 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 		$1.15M Sell
37,009
-555
-1% -$17.7K 0.97% 29
2025
Q4 		$1.13M Buy
37,564
+100
+0.3% +$2.98K 0.89% 29
2025
Q3 		$1.11M Sell
37,464
-342
-0.9% -$9.96K 0.91% 31
2025
Q2 		$1.06M Buy
37,806
+503
+1% +$13.3K 0.96% 32
2025
Q1 		$977K Buy
37,303
+125
+0.3% +$3.48K 0.98% 31
2024
Q4 		$1.03M Sell
37,178
-3,856
-9% -$110K 0.97% 29
2024
Q3 		$1.14M Buy
41,034
+1,962
+5% +$52.2K 1.03% 29
2024
Q2 		$1.01M Buy
39,072
+114
+0.3% +$2.98K 0.97% 27
2024
Q1 		$1.06M Sell
38,958
-4,089
-9% -$104K 0.99% 31
2023
Q4 		$1.08M Buy
43,047
+69
+0.2% +$1.58K 1.04% 31
2023
Q3 		$970K Sell
42,978
-252
-0.6% -$5.97K 1.08% 29
2023
Q2 		$1.02M Buy
43,230
+501
+1% +$11.3K 1.12% 27
2023
Q1 		$966K Buy
42,729
+21
+0% +$484 1.18% 26
2022
Q4 		$934K Sell
42,708
-12
-0% -$263 1.18% 26
2022
Q3 		$862K Sell
42,720
-1,248
-3% -$27.8K 1.12% 26
2022
Q2 		$919K Buy
43,968
+744
+2% +$17.2K 0.85% 31
2022
Q1 		$1.09M Buy
43,224
+873
+2% +$21.9K 0.89% 32
2021
Q4 		$1.14M Sell
42,351
-1,983
-4% -$52.9K 0.93% 33
2021
Q3 		$1.13M Sell
44,334
-5,013
-10% -$131K 0.99% 34
2021
Q2 		$1.29M Sell
49,347
-4,536
-8% -$117K 1.16% 32
2021
Q1 		$1.34M Sell
53,883
-1,809
-3% -$43.9K 1.39% 28
2020
Q4 		$1.27M Buy
+55,692
New +$1.16M 1.32% 29
2019
Q3 		$1.2M Buy
63,525
+78
+0.1% +$1.47K 1.41% 28
2019
Q2 		$1.21M Sell
63,447
-669
-1% -$12.5K 1.34% 30
2019
Q1 		$1.18M Buy
64,116
+1,251
+2% +$22.4K 1.35% 28
2018
Q4 		$1M Sell
62,865
-222
-0.4% -$3.88K 1.28% 30
2018
Q3 		$1.22M Sell
63,087
-1,314
-2% -$25K 1.22% 30
2018
Q2 		$1.18M Buy
64,401
+3,693
+6% +$66.8K 1.26% 31
2018
Q1 		$1.07M Sell
60,708
-16,827
-22% -$302K 1.22% 33
2017
Q4 		$1.38M Buy
+77,535
New +$1.34M 1.2% 34
2014
Q2 		– Sell
-18,366
Closed -$236K – 86
2014
Q1 		$236K Sell
18,366
-11,100
-38% -$140K 0.2% 80
2013
Q4 		$368K Buy
+29,466
New +$354K 0.3% 76

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

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

Orca Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.5% in Q1 2026, selling an estimated $17.7K and leaving 37,009 shares worth $1.15M. The position accounts for 0.97% of the portfolio, ranked #29.

Orca Investment Management first reported a position in SCHM in Q4 2013 and has held it in 32 quarters since. The position peaked at $1.38M in Q4 2017. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Orca Investment Management held 37,009 shares of Schwab US Mid-Cap ETF worth $1.15M as of Q1 2026.
  • Orca Investment Management sold 555 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $17.7K.
  • Schwab US Mid-Cap ETF made up 0.97% of Orca Investment Management's portfolio in Q1 2026, its #29 holding.
  • Orca Investment Management first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 32 quarters since.
  • Orca Investment Management's Schwab US Mid-Cap ETF position peaked at $1.38M in Q4 2017.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.