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

Parsons 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
Q1 		$383K Sell
12,364
-1
-0% -$32 0.02% 378
2025
Q4 		$372K Sell
12,365
-2,992
-19% -$89.2K 0.02% 363
2025
Q3 		$455K Sell
15,357
-1,197
-7% -$34.8K 0.03% 325
2025
Q2 		$464K Sell
16,554
-495
-3% -$13.1K 0.03% 317
2025
Q1 		$447K Sell
17,049
-1,465
-8% -$40.8K 0.02% 320
2024
Q4 		$513K Sell
18,514
-2,762
-13% -$78.7K 0.03% 316
2024
Q3 		$589K Sell
21,276
-9,981
-32% -$265K 0.04% 303
2024
Q2 		$811K Sell
31,257
-9,015
-22% -$236K 0.06% 253
2024
Q1 		$1.09M Sell
40,272
-3,606
-8% -$92K 0.07% 221
2023
Q4 		$1.1M Sell
43,878
-198
-0.4% -$4.54K 0.08% 215
2023
Q3 		$994K Buy
44,076
+60
+0.1% +$1.42K 0.08% 216
2023
Q2 		$1.04M Buy
44,016
+870
+2% +$19.6K 0.08% 210
2023
Q1 		$976K Buy
43,146
+675
+2% +$15.5K 0.08% 214
2022
Q4 		$929K Buy
42,471
+534
+1% +$11.7K 0.08% 215
2022
Q3 		$846K Sell
41,937
-897
-2% -$20K 0.08% 213
2022
Q2 		$896K Buy
42,834
+8,427
+24% +$194K 0.08% 212
2022
Q1 		$870K Sell
34,407
-105
-0.3% -$2.63K 0.07% 228
2021
Q4 		$925K Sell
34,512
-312
-0.9% -$8.32K 0.07% 232
2021
Q3 		$890K Sell
34,824
-1,980
-5% -$51.7K 0.07% 232
2021
Q2 		$960K Sell
36,804
-1,611
-4% -$41.6K 0.07% 217
2021
Q1 		$953K Sell
38,415
-16,926
-31% -$411K 0.08% 213
2020
Q4 		$1.26M Sell
55,341
-171
-0.3% -$3.57K 0.11% 179
2020
Q3 		$1.03M Buy
55,512
+786
+1% +$14.6K 0.1% 175
2020
Q2 		$960K Sell
54,726
-453
-0.8% -$7.38K 0.1% 168
2020
Q1 		$775K Buy
55,179
+747
+1% +$13.7K 0.1% 175
2019
Q4 		$1.09M Buy
54,432
+81
+0.1% +$1.57K 0.11% 172
2019
Q3 		$1.02M Sell
54,351
-567
-1% -$10.7K 0.11% 175
2019
Q2 		$1.04M Buy
54,918
+798
+1% +$14.9K 0.11% 168
2019
Q1 		$999K Sell
54,120
-975
-2% -$17.4K 0.11% 177
2018
Q4 		$880K Buy
55,095
+327
+0.6% +$5.71K 0.11% 176
2018
Q3 		$1.06M Sell
54,768
-1,428
-3% -$27.2K 0.11% 175
2018
Q2 		$1.03M Sell
56,196
-270
-0.5% -$4.88K 0.12% 170
2018
Q1 		$995K Buy
56,466
+756
+1% +$13.6K 0.12% 173
2017
Q4 		$989K Buy
55,710
+1,296
+2% +$22.4K 0.11% 180
2017
Q3 		$909K Buy
54,414
+3,387
+7% +$55.1K 0.11% 184
2017
Q2 		$819K Buy
51,027
+25,260
+98% +$401K 0.1% 195
2017
Q1 		$407K Buy
25,767
+1,023
+4% +$15.9K 0.05% 258
2016
Q4 		$372K Sell
24,744
-141
-0.6% -$2.06K 0.05% 257
2016
Q3 		$361K Sell
24,885
-1,227
-5% -$17.7K 0.05% 252
2016
Q2 		$366K Buy
26,112
+1,821
+7% +$25.1K 0.05% 248
2016
Q1 		$329K Buy
24,291
+54
+0.2% +$681 0.05% 254
2015
Q4 		$324K Buy
24,237
+303
+1% +$4.12K 0.05% 250
2015
Q3 		$311K Sell
23,934
-21
-0.1% -$292 0.05% 268
2015
Q2 		$340K Buy
23,955
+462
+2% +$6.68K 0.05% 266
2015
Q1 		$338K Sell
23,493
-45
-0.2% -$628 0.05% 248
2014
Q4 		$319K Buy
23,538
+771
+3% +$10.2K 0.04% 269
2014
Q3 		$294K Buy
22,767
+3,972
+21% +$52.6K 0.04% 281
2014
Q2 		$252K Buy
+18,795
New +$242K 0.03% 301

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

Parsons Capital Management's SCHM Position: Q1 2026 in Review

Parsons Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.01% in Q1 2026, selling an estimated $32 and leaving 12,364 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #378.

Parsons Capital Management first reported a position in SCHM in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.26M in Q4 2020. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Parsons Capital Management held 12,364 shares of Schwab US Mid-Cap ETF worth $383K as of Q1 2026.
  • Parsons Capital Management sold 1 Schwab US Mid-Cap ETF share in Q1 2026, an estimated $32.
  • Schwab US Mid-Cap ETF made up 0.02% of Parsons Capital Management's portfolio in Q1 2026, its #378 holding.
  • Parsons Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2014 and has held it in 48 quarters since.
  • Parsons Capital Management's Schwab US Mid-Cap ETF position peaked at $1.26M in Q4 2020.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.