Towercrest Capital 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
Q3 | $11.6M | Sell |
341,898
-22,512
| -6% | -$797K | 1.66% | 19 |
|
|
2026
Q2 | $13.4M | Sell |
364,410
-11,783
| -3% | -$406K | 1.87% | 18 |
|
|
2026
Q1 | $11.6M | Sell |
376,193
-4,084
| -1% | -$130K | 1.81% | 18 |
|
|
2025
Q4 | $11.4M | Sell |
380,277
-5,975
| -2% | -$178K | 1.8% | 18 |
|
|
2025
Q3 | $11.4M | Sell |
386,252
-2,373
| -0.6% | -$69.1K | 1.84% | 18 |
|
|
2025
Q2 | $10.9M | Buy |
388,625
+24,366
| +7% | +$643K | 1.95% | 18 |
|
|
2025
Q1 | $9.5M | Sell |
364,259
-11,412
| -3% | -$318K | 1.81% | 19 |
|
|
2024
Q4 | $10.4M | Sell |
375,671
-3,220
| -0.8% | -$91.7K | 1.68% | 20 |
|
|
2024
Q3 | $10.5M | Sell |
378,891
-17,082
| -4% | -$454K | 1.69% | 22 |
|
|
2024
Q2 | $10.3M | Sell |
395,973
-13,956
| -3% | -$365K | 1.69% | 21 |
|
|
2024
Q1 | $11.1M | Sell |
409,929
-10,326
| -2% | -$263K | 1.88% | 19 |
|
|
2023
Q4 | $10.6M | Buy |
420,255
+4,743
| +1% | +$109K | 1.89% | 20 |
|
|
2023
Q3 | $9.37M | Sell |
415,512
-18,663
| -4% | -$442K | 1.82% | 19 |
|
|
2023
Q2 | $10.3M | Buy |
434,175
+1,434
| +0.3% | +$32.3K | 1.91% | 19 |
|
|
2023
Q1 | $9.8M | Sell |
432,741
-6,600
| -2% | -$152K | 2.04% | 19 |
|
|
2022
Q4 | $9.6M | Sell |
439,341
-3
| -0% | -$66 | 2.13% | 18 |
|
|
2022
Q3 | $8.86M | Buy |
439,344
+28,473
| +7% | +$635K | 2.07% | 19 |
|
|
2022
Q2 | $8.59M | Sell |
410,871
-12,246
| -3% | -$283K | 1.92% | 21 |
|
|
2022
Q1 | $10.7M | Sell |
423,117
-7,851
| -2% | -$197K | 2.09% | 19 |
|
|
2021
Q4 | $11.6M | Buy |
430,968
+11,172
| +3% | +$298K | 2.11% | 19 |
|
|
2021
Q3 | $10.7M | Buy |
419,796
+8,130
| +2% | +$212K | 2.03% | 19 |
|
|
2021
Q2 | $10.7M | Sell |
411,666
-13,011
| -3% | -$336K | 2.08% | 20 |
|
|
2021
Q1 | $10.5M | Sell |
424,677
-28,146
| -6% | -$683K | 2.25% | 16 |
|
|
2020
Q4 | $10.3M | Buy |
452,823
+4,260
| +0.9% | +$88.8K | 2.31% | 17 |
|
|
2020
Q3 | $8.3M | Sell |
448,563
-31,776
| -7% | -$589K | 2.04% | 20 |
|
|
2020
Q2 | $8.42M | Buy |
480,339
+98,667
| +26% | +$1.61M | 2.2% | 18 |
|
|
2020
Q1 | $5.36M | Sell |
381,672
-22,200
| -5% | -$407K | 1.61% | 23 |
|
|
2019
Q4 | $8.1M | Buy |
403,872
+15,582
| +4% | +$302K | 2.07% | 18 |
|
|
2019
Q3 | $7.32M | Buy |
388,290
+3,603
| +0.9% | +$68.1K | 2.03% | 20 |
|
|
2019
Q2 | $7.32M | Buy |
384,687
+5,916
| +2% | +$111K | 2.07% | 19 |
|
|
2019
Q1 | $6.99M | Buy |
378,771
+39,336
| +12% | +$703K | 2.01% | 19 |
|
|
2018
Q4 | $5.42M | Sell |
339,435
-3,015
| -0.9% | -$52.7K | 1.74% | 23 |
|
|
2018
Q3 | $6.6M | Buy |
342,450
+41,511
| +14% | +$791K | 1.95% | 21 |
|
|
2018
Q2 | $5.51M | Buy |
+300,939
| New | +$5.44M | 1.74% | 23 |
|
Other funds holding SCHM
Towercrest Capital Management's SCHM Position: Q3 2026 in Review
Towercrest Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.2% in Q3 2026, selling an estimated $797K and leaving 341,898 shares worth $11.6M. The position accounts for 1.66% of the portfolio, ranked #19.
Towercrest Capital Management first reported a position in SCHM in Q2 2018 and has held it in 34 quarters since. The position peaked at $13.4M in Q2 2026. 786 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.
- Towercrest Capital Management held 341,898 shares of Schwab US Mid-Cap ETF worth $11.6M as of Q3 2026.
- Towercrest Capital Management sold 22,512 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $797K.
- Schwab US Mid-Cap ETF made up 1.66% of Towercrest Capital Management's portfolio in Q3 2026, its #19 holding.
- Towercrest Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and has held it in 34 quarters since.
- Towercrest Capital Management's Schwab US Mid-Cap ETF position peaked at $13.4M in Q2 2026.
- 786 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.
Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.