Sheets Smith Wealth Management’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 | $2.57M | Buy |
69,782
+565
| +0.8% | +$19.4K | 0.26% | 88 |
|
|
2026
Q1 | $2.14M | Sell |
69,217
-88
| -0.1% | -$2.8K | 0.24% | 98 |
|
|
2025
Q4 | $2.08M | Buy |
69,305
+494
| +0.7% | +$14.7K | 0.23% | 97 |
|
|
2025
Q3 | $2.04M | Buy |
68,811
+82
| +0.1% | +$2.39K | 0.23% | 94 |
|
|
2025
Q2 | $1.93M | Sell |
68,729
-169
| -0.2% | -$4.46K | 0.23% | 96 |
|
|
2025
Q1 | $1.81M | Buy |
68,898
+216
| +0.3% | +$6.01K | 0.22% | 100 |
|
|
2024
Q4 | $1.9M | Buy |
68,682
+348
| +0.5% | +$9.92K | 0.23% | 102 |
|
|
2024
Q3 | $1.89M | Sell |
68,334
-5,688
| -8% | -$151K | 0.23% | 102 |
|
|
2024
Q2 | $1.92M | Buy |
74,022
+693
| +0.9% | +$18.1K | 0.23% | 103 |
|
|
2024
Q1 | $1.99M | Sell |
73,329
-1,270,788
| -95% | -$32.4M | 0.22% | 101 |
|
|
2023
Q4 | $1.76M | Buy |
1,344,117
+1,275,684
| +1,864% | +$29.2M | 0.25% | 95 |
|
|
2023
Q3 | $1.54M | Buy |
68,433
+6,324
| +10% | +$150K | 0.24% | 100 |
|
|
2023
Q2 | $1.47M | Buy |
62,109
+3,591
| +6% | +$80.9K | 0.22% | 104 |
|
|
2023
Q1 | $1.32M | Sell |
58,518
-105
| -0.2% | -$2.42K | 0.2% | 109 |
|
|
2022
Q4 | $1.28M | Buy |
58,623
+3,750
| +7% | +$82.2K | 0.2% | 107 |
|
|
2022
Q3 | $1.11M | Buy |
54,873
+807
| +1% | +$18K | 0.18% | 115 |
|
|
2022
Q2 | $1.13M | Buy |
54,066
+183
| +0.3% | +$4.22K | 0.19% | 114 |
|
|
2022
Q1 | $1.36M | Sell |
53,883
-318
| -0.6% | -$7.97K | 0.19% | 117 |
|
|
2021
Q4 | $1.45M | Buy |
54,201
+1,707
| +3% | +$45.5K | 0.18% | 121 |
|
|
2021
Q3 | $1.34M | Buy |
52,494
+1,551
| +3% | +$40.5K | 0.18% | 126 |
|
|
2021
Q2 | $1.33M | Buy |
50,943
+1,797
| +4% | +$46.4K | 0.18% | 120 |
|
|
2021
Q1 | $1.22M | Sell |
49,146
-1,089
| -2% | -$26.4K | 0.18% | 127 |
|
|
2020
Q4 | $1.14M | Buy |
50,235
+1,266
| +3% | +$26.4K | 0.17% | 122 |
|
|
2020
Q3 | $906K | Sell |
48,969
-132
| -0.3% | -$2.44K | 0.16% | 125 |
|
|
2020
Q2 | $861K | Sell |
49,101
-56,811
| -54% | -$926K | 0.17% | 117 |
|
|
2020
Q1 | $1.49M | Buy |
105,912
+58,236
| +122% | +$1.07M | 0.31% | 80 |
|
|
2019
Q4 | $956K | Buy |
47,676
+3,552
| +8% | +$68.8K | 0.18% | 126 |
|
|
2019
Q3 | $832K | Buy |
44,124
+297
| +0.7% | +$5.61K | 0.17% | 139 |
|
|
2019
Q2 | $834K | Buy |
43,827
+3,543
| +9% | +$66.3K | 0.17% | 144 |
|
|
2019
Q1 | $744K | Buy |
40,284
+30
| +0.1% | +$536 | 0.16% | 149 |
|
|
2018
Q4 | $643K | Buy |
40,254
+297
| +0.7% | +$5.19K | 0.17% | 136 |
|
|
2018
Q3 | $770K | Sell |
39,957
-1,392
| -3% | -$26.5K | 0.16% | 161 |
|
|
2018
Q2 | $757K | Buy |
41,349
+5,094
| +14% | +$92.1K | 0.18% | 140 |
|
|
2018
Q1 | $639K | Buy |
36,255
+4,053
| +13% | +$72.8K | 0.15% | 162 |
|
|
2017
Q4 | $572K | Buy |
32,202
+627
| +2% | +$10.8K | 0.13% | 181 |
|
|
2017
Q3 | $527K | Buy |
31,575
+3,657
| +13% | +$59.4K | 0.13% | 181 |
|
|
2017
Q2 | $448K | Sell |
27,918
-1,842
| -6% | -$29.3K | 0.12% | 182 |
|
|
2017
Q1 | $470K | Sell |
29,760
-2,790
| -9% | -$43.5K | 0.12% | 186 |
|
|
2016
Q4 | $490K | Buy |
32,550
+13,611
| +72% | +$199K | 0.14% | 188 |
|
|
2016
Q3 | $275K | Buy |
18,939
+18
| +0.1% | +$260 | 0.08% | 221 |
|
|
2016
Q2 | $265K | Buy |
18,921
+18
| +0.1% | +$248 | 0.08% | 212 |
|
|
2016
Q1 | $256K | Buy |
+18,903
| New | +$239K | 0.08% | 201 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Sheets Smith Wealth Management's SCHM Position: Q2 2026 in Review
Sheets Smith Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.82% in Q2 2026, buying an estimated $19.4K and bringing the position to 69,782 shares worth $2.57M. The position accounts for 0.26% of the portfolio, ranked #88.
Sheets Smith Wealth Management first reported a position in SCHM in Q1 2016 and has held it in 42 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Sheets Smith Wealth Management held 69,782 shares of Schwab US Mid-Cap ETF worth $2.57M as of Q2 2026.
- Sheets Smith Wealth Management bought 565 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $19.4K.
- Schwab US Mid-Cap ETF made up 0.26% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #88 holding.
- Sheets Smith Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2016 and has held it in 42 quarters since.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.