Roundview Capital’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 | $4.08M | Buy |
131,694
+1,014
| +0.8% | +$32.3K | 0.25% | 91 |
|
|
2025
Q4 | $3.93M | Buy |
130,680
+4,176
| +3% | +$124K | 0.24% | 94 |
|
|
2025
Q3 | $3.75M | Sell |
126,504
-9,578
| -7% | -$279K | 0.24% | 98 |
|
|
2025
Q2 | $3.82M | Buy |
136,082
+11,371
| +9% | +$300K | 0.26% | 94 |
|
|
2025
Q1 | $3.27M | Sell |
124,711
-844
| -0.7% | -$23.5K | 0.24% | 98 |
|
|
2024
Q4 | $3.48M | Buy |
125,555
+1,367
| +1% | +$39K | 0.24% | 95 |
|
|
2024
Q3 | $3.44M | Buy |
124,188
+7,347
| +6% | +$195K | 0.25% | 91 |
|
|
2024
Q2 | $3.03M | Sell |
116,841
-810
| -0.7% | -$21.2K | 0.24% | 98 |
|
|
2024
Q1 | $3.19M | Sell |
117,651
-8,127
| -6% | -$207K | 0.26% | 85 |
|
|
2023
Q4 | $3.16M | Sell |
125,778
-5,967
| -5% | -$137K | 0.29% | 79 |
|
|
2023
Q3 | $2.97M | Sell |
131,745
-4,944
| -4% | -$117K | 0.3% | 84 |
|
|
2023
Q2 | $3.24M | Sell |
136,689
-2,190
| -2% | -$49.4K | 0.32% | 84 |
|
|
2023
Q1 | $3.14M | Sell |
138,879
-519
| -0.4% | -$12K | 0.33% | 82 |
|
|
2022
Q4 | $3.05M | Buy |
139,398
+2,811
| +2% | +$61.6K | 0.35% | 78 |
|
|
2022
Q3 | $2.76M | Sell |
136,587
-399
| -0.3% | -$8.9K | 0.35% | 77 |
|
|
2022
Q2 | $2.86M | Sell |
136,986
-3,648
| -3% | -$84.2K | 0.34% | 82 |
|
|
2022
Q1 | $3.56M | Sell |
140,634
-1,011
| -0.7% | -$25.3K | 0.37% | 75 |
|
|
2021
Q4 | $3.8M | Sell |
141,645
-237
| -0.2% | -$6.32K | 0.38% | 66 |
|
|
2021
Q3 | $3.63M | Buy |
141,882
+351
| +0.2% | +$9.17K | 0.4% | 67 |
|
|
2021
Q2 | $3.69M | Buy |
141,531
+3,558
| +3% | +$91.9K | 0.41% | 67 |
|
|
2021
Q1 | $3.42M | Buy |
137,973
+2,385
| +2% | +$57.9K | 0.43% | 63 |
|
|
2020
Q4 | $3.08M | Buy |
135,588
+34,125
| +34% | +$712K | 0.42% | 63 |
|
|
2020
Q3 | $1.88M | Buy |
101,463
+12
| +0% | +$222 | 0.29% | 82 |
|
|
2020
Q2 | $1.78M | Sell |
101,451
-3,648
| -3% | -$59.5K | 0.3% | 87 |
|
|
2020
Q1 | $1.48M | Sell |
105,099
-2,685
| -2% | -$49.2K | 0.31% | 88 |
|
|
2019
Q4 | $2.16M | Buy |
107,784
+216
| +0.2% | +$4.18K | 0.41% | 73 |
|
|
2019
Q3 | $2.03M | Sell |
107,568
-54
| -0.1% | -$1.02K | 0.44% | 68 |
|
|
2019
Q2 | $2.05M | Sell |
107,622
-591
| -0.5% | -$11.1K | 0.46% | 65 |
|
|
2019
Q1 | $2M | Buy |
108,213
+414
| +0.4% | +$7.4K | 0.47% | 67 |
|
|
2018
Q4 | $1.72M | Sell |
107,799
-5,253
| -5% | -$91.8K | 0.48% | 67 |
|
|
2018
Q3 | $2.18M | Sell |
113,052
-4,779
| -4% | -$91K | 0.54% | 55 |
|
|
2018
Q2 | $2.16M | Buy |
117,831
+2,220
| +2% | +$40.2K | 0.57% | 52 |
|
|
2018
Q1 | $2.04M | Buy |
115,611
+52,905
| +84% | +$950K | 0.57% | 51 |
|
|
2017
Q4 | $1.11M | Buy |
62,706
+5,001
| +9% | +$86.3K | 0.29% | 102 |
|
|
2017
Q3 | $964K | Buy |
57,705
+4,125
| +8% | +$67K | 0.28% | 101 |
|
|
2017
Q2 | $860K | Buy |
53,580
+8,283
| +18% | +$132K | 0.25% | 108 |
|
|
2017
Q1 | $715K | Buy |
45,297
+618
| +1% | +$9.63K | 0.22% | 125 |
|
|
2016
Q4 | $672K | Buy |
44,679
+18,615
| +71% | +$272K | 0.22% | 122 |
|
|
2016
Q3 | $378K | Buy |
26,064
+7,923
| +44% | +$115K | 0.13% | 153 |
|
|
2016
Q2 | $254K | Buy |
18,141
+1,632
| +10% | +$22.5K | 0.09% | 161 |
|
|
2016
Q1 | $223K | Buy |
+16,509
| New | +$208K | 0.08% | 166 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Roundview Capital's SCHM Position: Q1 2026 in Review
Roundview Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.78% in Q1 2026, buying an estimated $32.3K and bringing the position to 131,694 shares worth $4.08M. The position accounts for 0.25% of the portfolio, ranked #91.
Roundview Capital first reported a position in SCHM in Q1 2016 and has held it in 41 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Roundview Capital held 131,694 shares of Schwab US Mid-Cap ETF worth $4.08M as of Q1 2026.
- Roundview Capital bought 1,014 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $32.3K.
- Schwab US Mid-Cap ETF made up 0.25% of Roundview Capital's portfolio in Q1 2026, its #91 holding.
- Roundview Capital first reported a position in Schwab US Mid-Cap ETF in Q1 2016 and has held it in 41 quarters since.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.