Parallel Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $915K | Buy |
29,555
+142
| +0.5% | +$4.52K | 0.02% | 506 |
|
|
2025
Q4 | $884K | Sell |
29,413
-12,079
| -29% | -$360K | 0.02% | 487 |
|
|
2025
Q3 | $1.23M | Buy |
41,492
+2,305
| +6% | +$67.1K | 0.02% | 374 |
|
|
2025
Q2 | $1.1M | Buy |
39,187
+570
| +1% | +$15K | 0.02% | 394 |
|
|
2025
Q1 | $1.01M | Sell |
38,617
-665
| -2% | -$18.5K | 0.02% | 394 |
|
|
2024
Q4 | $1.09M | Buy |
39,282
+1,959
| +5% | +$55.8K | 0.02% | 375 |
|
|
2024
Q3 | $1.03M | Buy |
37,323
+867
| +2% | +$23.1K | 0.02% | 376 |
|
|
2024
Q2 | $946K | Buy |
36,456
+2,337
| +7% | +$61.1K | 0.02% | 374 |
|
|
2024
Q1 | $926K | Sell |
34,119
-357
| -1% | -$9.11K | 0.03% | 384 |
|
|
2023
Q4 | $866K | Buy |
34,476
+930
| +3% | +$21.3K | 0.03% | 365 |
|
|
2023
Q3 | $757K | Buy |
33,546
+16,893
| +101% | +$400K | 0.03% | 365 |
|
|
2023
Q2 | $394K | Sell |
16,653
-996
| -6% | -$22.4K | 0.01% | 531 |
|
|
2023
Q1 | $399K | Sell |
17,649
-6,936
| -28% | -$160K | 0.01% | 513 |
|
|
2022
Q4 | $538K | Buy |
24,585
+117
| +0.5% | +$2.56K | 0.02% | 391 |
|
|
2022
Q3 | $494K | Buy |
24,468
+42
| +0.2% | +$937 | 0.02% | 391 |
|
|
2022
Q2 | $511K | Buy |
24,426
+105
| +0.4% | +$2.42K | 0.02% | 385 |
|
|
2022
Q1 | $624K | Sell |
24,321
-1,638
| -6% | -$41.1K | 0.02% | 370 |
|
|
2021
Q4 | $696K | Buy |
25,959
+84
| +0.3% | +$2.24K | 0.03% | 348 |
|
|
2021
Q3 | $661K | Buy |
25,875
+72
| +0.3% | +$1.88K | 0.03% | 340 |
|
|
2021
Q2 | $673K | Buy |
25,803
+450
| +2% | +$11.6K | 0.03% | 328 |
|
|
2021
Q1 | $629K | Sell |
25,353
-3,072
| -11% | -$74.5K | 0.03% | 311 |
|
|
2020
Q4 | $646K | Buy |
28,425
+114
| +0.4% | +$2.38K | 0.04% | 281 |
|
|
2020
Q3 | $524K | Sell |
28,311
-5,898
| -17% | -$109K | 0.03% | 295 |
|
|
2020
Q2 | $600K | Buy |
34,209
+108
| +0.3% | +$1.76K | 0.04% | 260 |
|
|
2020
Q1 | $479K | Sell |
34,101
-1,539
| -4% | -$28.2K | 0.04% | 252 |
|
|
2019
Q4 | $715K | Buy |
35,640
+210
| +0.6% | +$4.07K | 0.05% | 232 |
|
|
2019
Q3 | $668K | Buy |
35,430
+13,911
| +65% | +$263K | 0.06% | 227 |
|
|
2019
Q2 | $409K | Buy |
21,519
+19,197
| +827% | +$359K | 0.04% | 280 |
|
|
2019
Q1 | $43K | Buy |
2,322
+459
| +25% | +$8.2K | ﹤0.01% | 907 |
|
|
2018
Q4 | $29K | Sell |
1,863
-126
| -6% | -$2.2K | ﹤0.01% | 941 |
|
|
2018
Q3 | $38K | Buy |
1,989
+414
| +26% | +$7.89K | ﹤0.01% | 912 |
|
|
2018
Q2 | $28K | Buy |
1,575
+1,020
| +184% | +$18.4K | ﹤0.01% | 926 |
|
|
2018
Q1 | $10K | Hold |
555
| – | – | ﹤0.01% | 1279 |
|
|
2017
Q4 | $10K | Buy |
555
+3
| +0.5% | +$52 | ﹤0.01% | 1298 |
|
|
2017
Q3 | $9K | Sell |
552
-450
| -45% | -$7.31K | ﹤0.01% | 1334 |
|
|
2017
Q2 | $16K | Buy |
+1,002
| New | +$15.9K | ﹤0.01% | 1105 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Parallel Advisors's SCHM Position: Q1 2026 in Review
Parallel Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.48% in Q1 2026, buying an estimated $4.52K and bringing the position to 29,555 shares worth $915K. The position accounts for 0.02% of the portfolio, ranked #506.
Parallel Advisors first reported a position in SCHM in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.23M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Parallel Advisors held 29,555 shares of Schwab US Mid-Cap ETF worth $915K as of Q1 2026.
- Parallel Advisors bought 142 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $4.52K.
- Schwab US Mid-Cap ETF made up 0.02% of Parallel Advisors's portfolio in Q1 2026, its #506 holding.
- Parallel Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
- Parallel Advisors's Schwab US Mid-Cap ETF position peaked at $1.23M in Q3 2025.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.