PSCM
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Per Stirling Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Per Stirling 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 		$1.36M Sell
43,922
-1,244
-3% -$39.6K 0.15% 120
2025
Q4 		$1.36M Sell
45,166
-1,153
-2% -$34.4K 0.15% 105
2025
Q3 		$1.37M Buy
46,319
+220
+0.5% +$6.4K 0.16% 100
2025
Q2 		$1.29M Sell
46,099
-1,430
-3% -$37.7K 0.17% 97
2025
Q1 		$1.25M Sell
47,529
-297
-0.6% -$8.27K 0.18% 99
2024
Q4 		$1.33M Sell
47,826
-342
-0.7% -$9.74K 0.19% 91
2024
Q3 		$1.33M Sell
48,168
-1,194
-2% -$31.8K 0.19% 91
2024
Q2 		$1.28M Buy
49,362
+6,444
+15% +$169K 0.21% 83
2024
Q1 		$1.16M Buy
42,918
+5,631
+15% +$144K 0.19% 79
2023
Q4 		$936K Buy
37,287
+4,941
+15% +$113K 0.17% 89
2023
Q3 		$730K Buy
32,346
+2,517
+8% +$59.6K 0.15% 89
2023
Q2 		$706K Buy
29,829
+6,549
+28% +$148K 0.14% 90
2023
Q1 		$527K Sell
23,280
-201
-0.9% -$4.63K 0.11% 109
2022
Q4 		$514K Buy
+23,481
New +$515K 0.09% 120

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

Per Stirling Capital Management's SCHM Position: Q1 2026 in Review

Per Stirling Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.8% in Q1 2026, selling an estimated $39.6K and leaving 43,922 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #120.

Per Stirling Capital Management first reported a position in SCHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Per Stirling Capital Management held 43,922 shares of Schwab US Mid-Cap ETF worth $1.36M as of Q1 2026.
  • Per Stirling Capital Management sold 1,244 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $39.6K.
  • Schwab US Mid-Cap ETF made up 0.15% of Per Stirling Capital Management's portfolio in Q1 2026, its #120 holding.
  • Per Stirling Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Per Stirling Capital Management's Schwab US Mid-Cap ETF position peaked at $1.37M in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.