William Blair & Company’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
Q1 | $1.22M | Buy |
39,324
+68
| +0.2% | +$2.17K | ﹤0.01% | 879 |
|
|
2025
Q4 | $1.18M | Sell |
39,256
-210
| -0.5% | -$6.26K | ﹤0.01% | 894 |
|
|
2025
Q3 | $1.17M | Buy |
39,466
+504
| +1% | +$14.7K | ﹤0.01% | 878 |
|
|
2025
Q2 | $1.09M | Buy |
38,962
+21,733
| +126% | +$573K | ﹤0.01% | 868 |
|
|
2025
Q1 | $451K | Sell |
17,229
-238
| -1% | -$6.63K | ﹤0.01% | 1114 |
|
|
2024
Q4 | $484K | Buy |
17,467
+1,438
| +9% | +$41K | ﹤0.01% | 1105 |
|
|
2024
Q3 | $444K | Sell |
16,029
-2,061
| -11% | -$54.8K | ﹤0.01% | 1155 |
|
|
2024
Q2 | $469K | Sell |
18,090
-2,706
| -13% | -$70.8K | ﹤0.01% | 1114 |
|
|
2024
Q1 | $564K | Buy |
20,796
+5,580
| +37% | +$142K | ﹤0.01% | 1051 |
|
|
2023
Q4 | $382K | Buy |
15,216
+4,950
| +48% | +$113K | ﹤0.01% | 1150 |
|
|
2023
Q3 | $232K | Hold |
10,266
| – | – | ﹤0.01% | 1344 |
|
|
2023
Q2 | $243K | Buy |
10,266
+8,832
| +616% | +$199K | ﹤0.01% | 1339 |
|
|
2023
Q1 | $32.4K | Sell |
1,434
-48
| -3% | -$1.1K | ﹤0.01% | 1641 |
|
|
2022
Q4 | $32.4K | Hold |
1,482
| – | – | ﹤0.01% | 1631 |
|
|
2022
Q3 | $30K | Sell |
1,482
-645
| -30% | -$14.4K | ﹤0.01% | 1656 |
|
|
2022
Q2 | $44K | Buy |
2,127
+27
| +1% | +$623 | ﹤0.01% | 1642 |
|
|
2022
Q1 | $53K | Sell |
2,100
-531
| -20% | -$13.3K | ﹤0.01% | 1708 |
|
|
2021
Q4 | $71K | Buy |
2,631
+1,461
| +125% | +$39K | ﹤0.01% | 1730 |
|
|
2021
Q3 | $30K | Buy |
1,170
+495
| +73% | +$12.9K | ﹤0.01% | 1738 |
|
|
2021
Q2 | $18K | Sell |
675
-72
| -10% | -$1.86K | ﹤0.01% | 1782 |
|
|
2021
Q1 | $19K | Sell |
747
-144
| -16% | -$3.49K | ﹤0.01% | 1752 |
|
|
2020
Q4 | $20K | Sell |
891
-2,949
| -77% | -$61.5K | ﹤0.01% | 1702 |
|
|
2020
Q3 | $71K | Sell |
3,840
-5,184
| -57% | -$96K | ﹤0.01% | 1468 |
|
|
2020
Q2 | $158K | Sell |
9,024
-678
| -7% | -$11.1K | ﹤0.01% | 1294 |
|
|
2020
Q1 | $136K | Sell |
9,702
-1,197
| -11% | -$21.9K | ﹤0.01% | 1259 |
|
|
2019
Q4 | $219K | Buy |
10,899
+10,092
| +1,251% | +$195K | ﹤0.01% | 1275 |
|
|
2019
Q3 | $15K | Hold |
807
| – | – | ﹤0.01% | 1570 |
|
|
2019
Q2 | $15K | Sell |
807
-1,797
| -69% | -$33.6K | ﹤0.01% | 1612 |
|
|
2019
Q1 | $48K | Hold |
2,604
| – | – | ﹤0.01% | 1470 |
|
|
2018
Q4 | $42K | Buy |
2,604
+1,824
| +234% | +$31.9K | ﹤0.01% | 1411 |
|
|
2018
Q3 | $15K | Sell |
780
-1,056
| -58% | -$20.1K | ﹤0.01% | 1549 |
|
|
2018
Q2 | $34K | Buy |
1,836
+1,056
| +135% | +$19.1K | ﹤0.01% | 1457 |
|
|
2018
Q1 | $14K | Buy |
+780
| New | +$14K | ﹤0.01% | 1443 |
|
Other funds holding SCHM
MGIA
AA
LWMT
William Blair & Company's SCHM Position: Q1 2026 in Review
William Blair & Company increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.17% in Q1 2026, buying an estimated $2.17K and bringing the position to 39,324 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #879.
William Blair & Company first reported a position in SCHM in Q1 2018 and has held it in 33 quarters since. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- William Blair & Company held 39,324 shares of Schwab US Mid-Cap ETF worth $1.22M as of Q1 2026.
- William Blair & Company bought 68 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.17K.
- Schwab US Mid-Cap ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #879 holding.
- William Blair & Company first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and has held it in 33 quarters since.
- 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.