Tiller Private Wealth’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 | $11M | Sell |
297,198
-21,881
| -7% | -$753K | 3.43% | 10 |
|
|
2026
Q1 | $9.88M | Sell |
319,079
-8,200
| -3% | -$261K | 3.51% | 10 |
|
|
2025
Q4 | $9.84M | Sell |
327,279
-30,284
| -8% | -$903K | 3.5% | 10 |
|
|
2025
Q3 | $10.6M | Sell |
357,563
-952
| -0.3% | -$27.7K | 3.77% | 10 |
|
|
2025
Q2 | $10.1M | Sell |
358,515
-3,793
| -1% | -$100K | 3.82% | 10 |
|
|
2025
Q1 | $9.49M | Buy |
362,308
+2,530
| +0.7% | +$70.5K | 3.95% | 10 |
|
|
2024
Q4 | $9.97M | Buy |
359,778
+5,649
| +2% | +$161K | 4.23% | 9 |
|
|
2024
Q3 | $9.81M | Buy |
354,129
+9,000
| +3% | +$239K | 4.07% | 10 |
|
|
2024
Q2 | $8.95M | Sell |
345,129
-3,462
| -1% | -$90.6K | 3.93% | 10 |
|
|
2024
Q1 | $9.46M | Sell |
348,591
-12,843
| -4% | -$328K | 4.23% | 10 |
|
|
2023
Q4 | $9.07M | Buy |
361,434
+1,635
| +0.5% | +$37.5K | 4.55% | 11 |
|
|
2023
Q3 | $8.12M | Buy |
359,799
+4,818
| +1% | +$114K | 4.41% | 11 |
|
|
2023
Q2 | $8.4M | Sell |
354,981
-3,249
| -0.9% | -$73.2K | 4.58% | 11 |
|
|
2023
Q1 | $8.1M | Buy |
358,230
+5,151
| +1% | +$119K | 4.54% | 10 |
|
|
2022
Q4 | $7.72M | Buy |
353,079
+5,382
| +2% | +$118K | 4.56% | 9 |
|
|
2022
Q3 | $7.01M | Buy |
347,697
+6,303
| +2% | +$141K | 4.51% | 9 |
|
|
2022
Q2 | $7.14M | Buy |
341,394
+38,112
| +13% | +$879K | 4.38% | 10 |
|
|
2022
Q1 | $7.67M | Buy |
303,282
+45,909
| +18% | +$1.15M | 4.42% | 8 |
|
|
2021
Q4 | $6.9M | Buy |
257,373
+53,217
| +26% | +$1.42M | 4.35% | 8 |
|
|
2021
Q3 | $5.22M | Buy |
204,156
+170,076
| +499% | +$4.44M | 3.93% | 10 |
|
|
2021
Q2 | $889K | Buy |
34,080
+21,570
| +172% | +$557K | 0.95% | 11 |
|
|
2021
Q1 | $310K | Hold |
12,510
| – | – | 0.39% | 25 |
|
|
2020
Q4 | $284K | Hold |
12,510
| – | – | 0.38% | 25 |
|
|
2020
Q3 | $232K | Hold |
12,510
| – | – | 0.43% | 25 |
|
|
2020
Q2 | $219K | Buy |
+12,510
| New | +$204K | 0.44% | 27 |
|
|
2020
Q1 | – | Sell |
-12,150
| Closed | -$244K | – | 43 |
|
|
2019
Q4 | $244K | Hold |
12,150
| – | – | 0.2% | 32 |
|
|
2019
Q3 | $229K | Hold |
12,150
| – | – | 0.2% | 34 |
|
|
2019
Q2 | $231K | Hold |
12,150
| – | – | 0.19% | 30 |
|
|
2019
Q1 | $224K | Buy |
+12,150
| New | +$217K | 0.19% | 31 |
|
|
2018
Q4 | – | Sell |
-12,435
| Closed | -$240K | – | 45 |
|
|
2018
Q3 | $240K | Hold |
12,435
| – | – | 0.17% | 32 |
|
|
2018
Q2 | $228K | Hold |
12,435
| – | – | 0.16% | 37 |
|
|
2018
Q1 | $219K | Sell |
12,435
-495
| -4% | -$8.89K | 0.16% | 37 |
|
|
2017
Q4 | $230K | Buy |
+12,930
| New | +$223K | 0.17% | 35 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Tiller Private Wealth's SCHM Position: Q2 2026 in Review
Tiller Private Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.9% in Q2 2026, selling an estimated $753K and leaving 297,198 shares worth $11M. The position accounts for 3.43% of the portfolio, ranked #10.
Tiller Private Wealth first reported a position in SCHM in Q4 2017 and has held it in 33 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Tiller Private Wealth held 297,198 shares of Schwab US Mid-Cap ETF worth $11M as of Q2 2026.
- Tiller Private Wealth sold 21,881 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $753K.
- Schwab US Mid-Cap ETF made up 3.43% of Tiller Private Wealth's portfolio in Q2 2026, its #10 holding.
- Tiller Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 33 quarters since.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Tiller Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.