Wilson & Boucher Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wilson & Boucher Capital Management’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 Q1	$675K	Sell	21,790 -200	-0.9%	-$6.37K	0.45%	57
2025 Q4	$661K	Hold	21,990	–	–	0.43%	60
2025 Q3	$652K	Hold	21,990	–	–	0.43%	62
2025 Q2	$617K	Sell	21,990 -300	-1%	-$7.91K	0.43%	65
2025 Q1	$584K	Sell	22,290 -5,100	-19%	-$142K	0.44%	63
2024 Q4	$759K	Sell	27,390 -300	-1%	-$8.55K	0.54%	55
2024 Q3	$767K	Sell	27,690 -300	-1%	-$7.98K	0.53%	55
2024 Q2	$726K	Hold	27,990	–	–	0.56%	52
2024 Q1	$760K	Hold	27,990	–	–	0.6%	52
2023 Q4	$703K	Hold	27,990	–	–	0.59%	52
2023 Q3	$631K	Buy	27,990 +300	+1%	+$7.11K	0.6%	53
2023 Q2	$656K	Hold	27,690	–	–	0.59%	49
2023 Q1	$626K	Hold	27,690	–	–	0.6%	50
2022 Q4	$606K	Buy	27,690 +600	+2%	+$13.2K	0.62%	52
2022 Q3	$547K	Buy	27,090 +600	+2%	+$13.4K	0.64%	52
2022 Q2	$554K	Hold	26,490	–	–	0.61%	52
2022 Q1	$670K	Sell	26,490 -1,500	-5%	-$37.6K	0.61%	54
2021 Q4	$750K	Buy	+27,990	New	+$746K	0.68%	52

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wilson & Boucher Capital Management's SCHM Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.91% in Q1 2026, selling an estimated $6.37K and leaving 21,790 shares worth $675K. The position accounts for 0.45% of the portfolio, ranked #57.

Wilson & Boucher Capital Management first reported a position in SCHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $767K in Q3 2024. 1,013 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Wilson & Boucher Capital Management held 21,790 shares of Schwab US Mid-Cap ETF worth $675K as of Q1 2026.
Wilson & Boucher Capital Management sold 200 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $6.37K.
Schwab US Mid-Cap ETF made up 0.45% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #57 holding.
Wilson & Boucher Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's Schwab US Mid-Cap ETF position peaked at $767K in Q3 2024.
1,013 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.