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

Palouse 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 		$146K Buy
3,952
+1,845
+88% +$63.5K 0.09% 83
2026
Q1 		$65.2K Sell
2,107
-35
-2% -$1.11K 0.04% 105
2025
Q4 		$64.4K Buy
2,142
+107
+5% +$3.19K 0.04% 102
2025
Q3 		$60.3K Sell
2,035
-137
-6% -$3.99K 0.04% 106
2025
Q2 		$60.9K Buy
2,172
+22
+1% +$580 0.04% 103
2025
Q1 		$56.3K Sell
2,150
-18
-0.8% -$501 0.04% 114
2024
Q4 		$60.1K Buy
2,168
+248
+13% +$7.07K 0.04% 118
2024
Q3 		$53.2K Hold
1,920
– – 0.03% 116
2024
Q2 		$49.8K Buy
1,920
+147
+8% +$3.85K 0.03% 112
2024
Q1 		$48.1K Buy
+1,773
New +$45.2K 0.03% 116
2022
Q1 		– Sell
-7,560
Closed -$203K – 110
2021
Q4 		$203K Buy
+7,560
New +$202K 0.09% 104
2021
Q3 		– Sell
-8,157
Closed -$213K – 101
2021
Q2 		$213K Sell
8,157
-90
-1% -$2.33K 0.09% 91
2021
Q1 		$205K Sell
8,247
-1,071
-11% -$26K 0.09% 90
2020
Q4 		$212K Buy
+9,318
New +$194K 0.11% 79

Other funds holding SCHM

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

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

Palouse Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 88% in Q2 2026, buying an estimated $63.5K and bringing the position to 3,952 shares worth $146K. The position accounts for 0.09% of the portfolio, ranked #83.

Palouse Capital Management first reported a position in SCHM in Q4 2020 and has held it in 14 quarters since. The position peaked at $213K in Q2 2021. 749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Palouse Capital Management held 3,952 shares of Schwab US Mid-Cap ETF worth $146K as of Q2 2026.
  • Palouse Capital Management bought 1,845 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $63.5K.
  • Schwab US Mid-Cap ETF made up 0.09% of Palouse Capital Management's portfolio in Q2 2026, its #83 holding.
  • Palouse Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 14 quarters since.
  • Palouse Capital Management's Schwab US Mid-Cap ETF position peaked at $213K in Q2 2021.
  • 749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.