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

Patriot Investment Management Group’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 		$10.3M Sell
280,538
-186
-0.1% -$6.4K 0.6% 27
2026
Q1 		$8.69M Sell
280,724
-9,496
-3% -$302K 0.56% 30
2025
Q4 		$8.73M Sell
290,220
-13,450
-4% -$401K 0.55% 31
2025
Q3 		$9M Sell
303,670
-7,871
-3% -$229K 0.59% 28
2025
Q2 		$8.74M Sell
311,541
-4,282
-1% -$113K 0.6% 27
2025
Q1 		$8.27M Buy
315,823
+5,354
+2% +$149K 0.62% 28
2024
Q4 		$8.6M Buy
310,469
+7,442
+2% +$212K 0.64% 25
2024
Q3 		$8.39M Sell
303,027
-876
-0.3% -$23.3K 0.62% 29
2024
Q2 		$7.88M Sell
303,903
-9,633
-3% -$252K 0.62% 30
2024
Q1 		$8.51M Sell
313,536
-9,957
-3% -$254K 0.67% 25
2023
Q4 		$8.12M Sell
323,493
-5,007
-2% -$115K 0.69% 28
2023
Q3 		$7.41M Sell
328,500
-221,592
-40% -$5.25M 0.68% 30
2023
Q2 		$13M Sell
550,092
-5,727
-1% -$129K 1.1% 17
2023
Q1 		$12.6M Sell
555,819
-1,905
-0.3% -$43.9K 1.11% 17
2022
Q4 		$13.2M Sell
557,724
-13,437
-2% -$294K 1.15% 17
2022
Q3 		$11.5M Buy
571,161
+15,687
+3% +$350K 1.19% 17
2022
Q2 		$11.6M Buy
555,474
+4,464
+0.8% +$103K 1.13% 17
2022
Q1 		$13.9M Buy
551,010
+30,621
+6% +$768K 1.21% 18
2021
Q4 		$14M Buy
520,389
+4,722
+0.9% +$126K 1.18% 18
2021
Q3 		$13.2M Sell
515,667
-5,805
-1% -$152K 1.19% 17
2021
Q2 		$13.6M Sell
521,472
-1,734
-0.3% -$44.8K 1.26% 18
2021
Q1 		$13M Buy
523,206
+344,346
+193% +$8.35M 1.29% 18
2020
Q4 		$4.06M Sell
178,860
-334,080
-65% -$6.97M 0.61% 26
2020
Q3 		$9.48M Sell
512,940
-4,737
-0.9% -$87.8K 1.13% 19
2020
Q2 		$9.08M Buy
517,677
+174
+0% +$2.84K 1.15% 21
2020
Q1 		$7.27M Buy
517,503
+44,460
+9% +$814K 1.1% 21
2019
Q4 		$9.48M Sell
473,043
-9,834
-2% -$190K 1.23% 21
2019
Q3 		$8.91M Sell
482,877
-1,146
-0.2% -$21.7K 1.23% 21
2019
Q2 		$9.21M Sell
484,023
-13,392
-3% -$251K 1.29% 21
2019
Q1 		$9.18M Buy
+497,415
New +$8.89M 1.35% 20

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Patriot Investment Management Group's SCHM Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.07% in Q2 2026, selling an estimated $6.4K and leaving 280,538 shares worth $10.3M. The position accounts for 0.6% of the portfolio, ranked #27.

Patriot Investment Management Group first reported a position in SCHM in Q1 2019 and has held it in 30 quarters since. The position peaked at $14M in Q4 2021. 423 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Patriot Investment Management Group held 280,538 shares of Schwab US Mid-Cap ETF worth $10.3M as of Q2 2026.
  • Patriot Investment Management Group sold 186 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $6.4K.
  • Schwab US Mid-Cap ETF made up 0.6% of Patriot Investment Management Group's portfolio in Q2 2026, its #27 holding.
  • Patriot Investment Management Group first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's Schwab US Mid-Cap ETF position peaked at $14M in Q4 2021.
  • 423 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.