Thrivent Financial for Lutherans
SCHM icon

Thrivent Financial for Lutherans’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Thrivent Financial for Lutherans’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 		$10.7M Sell
289,077
-1,849,425
-86% -$63.7M 0.02% 652
2026
Q1 		$66.2M Buy
2,138,502
+65,664
+3% +$2.09M 0.13% 192
2025
Q4 		$63M Buy
2,072,838
+148,197
+8% +$4.42M 0.11% 221
2025
Q3 		$57M Buy
1,924,641
+1,856,108
+2,708% +$54M 0.11% 217
2025
Q2 		$1.92M Sell
68,533
-1,542,535
-96% -$40.7M ﹤0.01% 1389
2025
Q1 		$47.5M Sell
1,611,068
-74,795
-4% -$2.08M 0.1% 247
2024
Q4 		$49.6M Sell
1,685,863
-66,629
-4% -$1.9M 0.1% 276
2024
Q3 		$48.5M Sell
1,752,492
-9,600
-0.5% -$255K 0.09% 281
2024
Q2 		$45.7M Buy
1,762,092
+128,457
+8% +$3.36M 0.09% 274
2024
Q1 		$44.3M Buy
1,633,635
+310,158
+23% +$7.91M 0.09% 279
2023
Q4 		$33.2M Sell
1,323,477
-913,554
-41% -$20.9M 0.07% 315
2023
Q3 		$50.6M Buy
2,237,031
+711,555
+47% +$16.9M 0.12% 231
2023
Q2 		$35.9M Sell
1,525,476
-71,874
-4% -$1.62M 0.08% 299
2023
Q1 		$35.6M Sell
1,597,350
-1,056,933
-40% -$24.3M 0.09% 283
2022
Q4 		$58.2M Sell
2,654,283
-349,227
-12% -$7.65M 0.15% 189
2022
Q3 		$60.9M Sell
3,003,510
-309,105
-9% -$6.9M 0.17% 170
2022
Q2 		$69.3M Buy
3,312,615
+602,898
+22% +$13.9M 0.18% 149
2022
Q1 		$68.5M Buy
+2,709,717
New +$67.9M 0.13% 192
2021
Q4 		– Hold
0
– – – 142
2021
Q3 		– Hold
0
– – – 173
2021
Q2 		– Hold
0
– – – 130
2021
Q1 		– Hold
0
– – – 132
2020
Q4 		– Hold
0
– – – 162
2020
Q3 		– Hold
0
– – – 230
2020
Q2 		– Hold
0
– – – 345
2020
Q1 		– Hold
0
– – – 301
2019
Q4 		– Hold
0
– – – 205
2019
Q3 		– Hold
0
– – – 209
2019
Q2 		– Hold
0
– – – 237
2019
Q1 		– Hold
0
– – – 304

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MGIA
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Jones Financial Companies
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AA
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HighTower Advisors
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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

Thrivent Financial for Lutherans's SCHM Position: Q2 2026 in Review

Thrivent Financial for Lutherans reduced its Schwab US Mid-Cap ETF (SCHM) stake by 86% in Q2 2026, selling an estimated $63.7M and leaving 289,077 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #652.

Thrivent Financial for Lutherans first reported a position in SCHM in Q1 2022 and has held it in 18 quarters since. The position peaked at $69.3M in Q2 2022. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Thrivent Financial for Lutherans held 289,077 shares of Schwab US Mid-Cap ETF worth $10.7M as of Q2 2026.
  • Thrivent Financial for Lutherans sold 1,849,425 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $63.7M.
  • Schwab US Mid-Cap ETF made up 0.02% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #652 holding.
  • Thrivent Financial for Lutherans first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Thrivent Financial for Lutherans's Schwab US Mid-Cap ETF position peaked at $69.3M in Q2 2022.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.