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

Pennsylvania 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	$1.58M	Buy	42,803 +8,477	+25%	+$292K	0.4%	37
2026 Q1	$1.06M	Buy	34,326 +2,458	+8%	+$78.3K	0.3%	48
2025 Q4	$958K	Buy	31,868 +3,243	+11%	+$96.7K	0.26%	51
2025 Q3	$848K	Sell	28,625 -2,511	-8%	-$73.1K	0.25%	53
2025 Q2	$873K	Buy	31,136 +570	+2%	+$15K	0.28%	56
2025 Q1	$801K	Sell	30,566 -1,251	-4%	-$34.8K	0.29%	45
2024 Q4	$882K	Buy	31,817 +2,591	+9%	+$73.8K	0.3%	43
2024 Q3	$809K	Buy	29,226 +789	+3%	+$21K	0.29%	41
2024 Q2	$738K	Sell	28,437 -2,718	-9%	-$71.1K	0.28%	42
2024 Q1	$846K	Sell	31,155 -20,109	-39%	-$513K	0.35%	40
2023 Q4	$1.29M	Buy	51,264 +762	+2%	+$17.5K	0.51%	35
2023 Q3	$1.14M	Buy	50,502 +1,248	+3%	+$29.6K	0.47%	33
2023 Q2	$1.17M	Buy	49,254 +1,776	+4%	+$40K	0.5%	32
2023 Q1	$1.07M	Buy	47,478 +1,353	+3%	+$31.2K	0.52%	30
2022 Q4	$1.06M	Buy	46,125 +9,888	+27%	+$217K	0.56%	34
2022 Q3	$731K	Buy	36,237 +615	+2%	+$13.7K	0.4%	35
2022 Q2	$745K	Buy	35,622 +3,504	+11%	+$80.9K	0.39%	35
2022 Q1	$812K	Sell	32,118 -51	-0.2%	-$1.28K	0.35%	39
2021 Q4	$862K	Buy	32,169 +2,712	+9%	+$72.3K	0.29%	45
2021 Q3	$797K	Buy	29,457 +1,899	+7%	+$49.6K	0.36%	39
2021 Q2	$722K	Buy	27,558 +10,122	+58%	+$261K	0.35%	33
2021 Q1	$433K	Hold	17,436	–	–	0.25%	51
2020 Q4	$414K	Sell	17,436 -417	-2%	-$8.7K	0.27%	43
2020 Q3	$343K	Buy	+17,853	New	+$331K	0.27%	42
2020 Q2	–	Sell	-68,259	Closed	-$888K	–	135
2020 Q1	$888K	Buy	68,259 +2,997	+5%	+$54.9K	1.14%	16
2019 Q4	$1.31M	Buy	+65,262	New	+$1.26M	1.24%	16

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Pennsylvania Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 25% in Q2 2026, buying an estimated $292K and bringing the position to 42,803 shares worth $1.58M. The position accounts for 0.4% of the portfolio, ranked #37.

Pennsylvania Capital Management first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Pennsylvania Capital Management held 42,803 shares of Schwab US Mid-Cap ETF worth $1.58M as of Q2 2026.
Pennsylvania Capital Management bought 8,477 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $292K.
Schwab US Mid-Cap ETF made up 0.4% of Pennsylvania Capital Management's portfolio in Q2 2026, its #37 holding.
Pennsylvania Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.