SIC
SCHM icon

Sigma Investment Counselors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sigma Investment Counselors’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 		$889K Sell
24,105
-786
-3% -$27.1K 0.04% 113
2026
Q1 		$771K Sell
24,891
-15,811
-39% -$503K 0.04% 114
2025
Q4 		$1.22M Sell
40,702
-476
-1% -$14.2K 0.06% 107
2025
Q3 		$1.22M Sell
41,178
-284
-0.7% -$8.27K 0.06% 102
2025
Q2 		$1.16M Buy
41,462
+15,621
+60% +$412K 0.06% 103
2025
Q1 		$677K Sell
25,841
-14,988
-37% -$417K 0.04% 113
2024
Q4 		$1.13M Sell
40,829
-256
-0.6% -$7.29K 0.07% 100
2024
Q3 		$1.14M Sell
41,085
-198
-0.5% -$5.26K 0.07% 98
2024
Q2 		$1.07M Sell
41,283
-108
-0.3% -$2.83K 0.07% 98
2024
Q1 		$1.12M Sell
41,391
-30
-0.1% -$765 0.07% 97
2023
Q4 		$1.04M Buy
41,421
+1,152
+3% +$26.4K 0.07% 100
2023
Q3 		$908K Buy
40,269
+2,745
+7% +$65K 0.07% 103
2023
Q2 		$888K Buy
37,524
+174
+0.5% +$3.92K 0.07% 106
2023
Q1 		$845K Buy
37,350
+1,113
+3% +$25.6K 0.07% 102
2022
Q4 		$793K Sell
36,237
-24
-0.1% -$526 0.07% 103
2022
Q3 		$732K Buy
36,261
+315
+0.9% +$7.03K 0.06% 105
2022
Q2 		$752K Buy
35,946
+528
+1% +$12.2K 0.06% 104
2022
Q1 		$896K Buy
35,418
+396
+1% +$9.93K 0.06% 104
2021
Q4 		$939K Sell
35,022
-117
-0.3% -$3.12K 0.07% 102
2021
Q3 		$898K Buy
35,139
+282
+0.8% +$7.37K 0.07% 103
2021
Q2 		$909K Buy
34,857
+711
+2% +$18.4K 0.07% 101
2021
Q1 		$847K Sell
34,146
-714
-2% -$17.3K 0.07% 102
2020
Q4 		$792K Buy
34,860
+13,023
+60% +$272K 0.07% 100
2020
Q3 		$404K Sell
21,837
-13,656
-38% -$253K 0.08% 100
2020
Q2 		$623K Sell
35,493
-5,205
-13% -$84.8K 0.07% 96
2020
Q1 		$572K Buy
40,698
+2,466
+6% +$45.2K 0.07% 96
2019
Q4 		$767K Buy
38,232
+849
+2% +$16.4K 0.08% 89
2019
Q3 		$705K Buy
37,383
+465
+1% +$8.79K 0.08% 88
2019
Q2 		$703K Buy
36,918
+1,188
+3% +$22.2K 0.08% 91
2019
Q1 		$660K Buy
35,730
+1,890
+6% +$33.8K 0.08% 92
2018
Q4 		$541K Buy
33,840
+2,166
+7% +$37.8K 0.08% 93
2018
Q3 		$611K Buy
31,674
+1,095
+4% +$20.9K 0.08% 87
2018
Q2 		$559K Buy
30,579
+1,806
+6% +$32.7K 0.07% 87
2018
Q1 		$507K Buy
28,773
+1,911
+7% +$34.3K 0.07% 88
2017
Q4 		$477K Buy
26,862
+702
+3% +$12.1K 0.07% 89
2017
Q3 		$437K Buy
26,160
+2,064
+9% +$33.5K 0.06% 95
2017
Q2 		$387K Buy
24,096
+1,026
+4% +$16.3K 0.06% 99
2017
Q1 		$364K Sell
23,070
-7,005
-23% -$109K 0.06% 98
2016
Q4 		$453K Buy
30,075
+2,643
+10% +$38.7K 0.07% 89
2016
Q3 		$398K Buy
27,432
+1,818
+7% +$26.3K 0.07% 91
2016
Q2 		$359K Buy
25,614
+897
+4% +$12.4K 0.06% 97
2016
Q1 		$334K Sell
24,717
-15,798
-39% -$199K 0.06% 98
2015
Q4 		$541K Buy
40,515
+20,058
+98% +$272K 0.1% 80
2015
Q3 		$265K Buy
20,457
+3,930
+24% +$54.6K 0.05% 101
2015
Q2 		$235K Buy
+16,527
New +$239K 0.04% 105

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Sigma Investment Counselors's SCHM Position: Q2 2026 in Review

Sigma Investment Counselors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.2% in Q2 2026, selling an estimated $27.1K and leaving 24,105 shares worth $889K. The position accounts for 0.04% of the portfolio, ranked #113.

Sigma Investment Counselors first reported a position in SCHM in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.22M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Sigma Investment Counselors held 24,105 shares of Schwab US Mid-Cap ETF worth $889K as of Q2 2026.
  • Sigma Investment Counselors sold 786 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $27.1K.
  • Schwab US Mid-Cap ETF made up 0.04% of Sigma Investment Counselors's portfolio in Q2 2026, its #113 holding.
  • Sigma Investment Counselors first reported a position in Schwab US Mid-Cap ETF in Q2 2015 and has held it in 45 quarters since.
  • Sigma Investment Counselors's Schwab US Mid-Cap ETF position peaked at $1.22M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.