Schneider Downs Wealth Management Advisors’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
Q2 | $16.7M | Sell |
451,823
-8,475
| -2% | -$292K | 1.57% | 14 |
|
|
2026
Q1 | $14.3M | Buy |
460,298
+11,821
| +3% | +$376K | 1.57% | 14 |
|
|
2025
Q4 | $13.5M | Buy |
448,477
+7,297
| +2% | +$218K | 1.52% | 16 |
|
|
2025
Q3 | $13.1M | Sell |
441,180
-4,909
| -1% | -$143K | 1.55% | 15 |
|
|
2025
Q2 | $12.5M | Buy |
446,089
+119,656
| +37% | +$3.16M | 1.87% | 13 |
|
|
2025
Q1 | $8.55M | Buy |
326,433
+38,434
| +13% | +$1.07M | 1.55% | 18 |
|
|
2024
Q4 | $7.98M | Buy |
287,999
+33,566
| +13% | +$956K | 1.5% | 17 |
|
|
2024
Q3 | $7.05M | Buy |
254,433
+1,263
| +0.5% | +$33.6K | 1.44% | 16 |
|
|
2024
Q2 | $6.57M | Buy |
253,170
+5,877
| +2% | +$154K | 1.46% | 18 |
|
|
2024
Q1 | $6.71M | Buy |
247,293
+4,059
| +2% | +$104K | 1.55% | 18 |
|
|
2023
Q4 | $6.11M | Buy |
243,234
+14,958
| +7% | +$343K | 1.59% | 19 |
|
|
2023
Q3 | $5.15M | Buy |
228,276
+5,451
| +2% | +$129K | 1.19% | 18 |
|
|
2023
Q2 | $5.28M | Buy |
222,825
+4,020
| +2% | +$90.6K | 1.21% | 19 |
|
|
2023
Q1 | $4.95M | Buy |
218,805
+2,679
| +1% | +$61.7K | 1.02% | 19 |
|
|
2022
Q4 | $4.73M | Buy |
216,126
+26,931
| +14% | +$590K | 1.04% | 18 |
|
|
2022
Q3 | $3.82M | Buy |
189,195
+5,991
| +3% | +$134K | 1.12% | 17 |
|
|
2022
Q2 | $3.83M | Buy |
183,204
+16,449
| +10% | +$380K | 1.07% | 17 |
|
|
2022
Q1 | $4.22M | Buy |
166,755
+5,220
| +3% | +$131K | 1.07% | 17 |
|
|
2021
Q4 | $4.33M | Buy |
161,535
+4,245
| +3% | +$113K | 1.03% | 16 |
|
|
2021
Q3 | $4.02M | Buy |
157,290
+2,655
| +2% | +$69.4K | 1.04% | 17 |
|
|
2021
Q2 | $4.03M | Buy |
154,635
+4,119
| +3% | +$106K | 1.04% | 17 |
|
|
2021
Q1 | $3.73M | Buy |
150,516
+1,836
| +1% | +$44.5K | 0.91% | 17 |
|
|
2020
Q4 | $3.38M | Buy |
148,680
+2,268
| +2% | +$47.3K | 0.94% | 17 |
|
|
2020
Q3 | $2.71M | Buy |
146,412
+744
| +0.5% | +$13.8K | 0.91% | 18 |
|
|
2020
Q2 | $2.56M | Buy |
145,668
+7,257
| +5% | +$118K | 0.87% | 17 |
|
|
2020
Q1 | $1.95M | Sell |
138,411
-29,739
| -18% | -$545K | 0.71% | 20 |
|
|
2019
Q4 | $3.37M | Buy |
168,150
+22,512
| +15% | +$436K | 1.01% | 11 |
|
|
2019
Q3 | $2.75M | Buy |
145,638
+6,903
| +5% | +$130K | 0.85% | 12 |
|
|
2019
Q2 | $2.64M | Buy |
138,735
+18,408
| +15% | +$344K | 0.92% | 12 |
|
|
2019
Q1 | $2.22M | Buy |
120,327
+26,649
| +28% | +$476K | 0.84% | 14 |
|
|
2018
Q4 | $1.5M | Buy |
93,678
+57,255
| +157% | +$1M | 0.65% | 16 |
|
|
2018
Q3 | $702K | Buy |
36,423
+1,896
| +5% | +$36.1K | 0.44% | 23 |
|
|
2018
Q2 | $632K | Buy |
34,527
+6,522
| +23% | +$118K | 0.42% | 23 |
|
|
2018
Q1 | $494K | Buy |
+28,005
| New | +$503K | 0.28% | 26 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Schneider Downs Wealth Management Advisors's SCHM Position: Q2 2026 in Review
Schneider Downs Wealth Management Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q2 2026, selling an estimated $292K and leaving 451,823 shares worth $16.7M. The position accounts for 1.57% of the portfolio, ranked #14.
Schneider Downs Wealth Management Advisors first reported a position in SCHM in Q1 2018 and has held it in 34 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Schneider Downs Wealth Management Advisors held 451,823 shares of Schwab US Mid-Cap ETF worth $16.7M as of Q2 2026.
- Schneider Downs Wealth Management Advisors sold 8,475 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $292K.
- Schwab US Mid-Cap ETF made up 1.57% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #14 holding.
- Schneider Downs Wealth Management Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and has held it in 34 quarters since.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.