Wisconsin Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wisconsin 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 Q2	$1.38M	Hold	37,500	–	–	0.66%	33
2026 Q1	$1.16M	Hold	37,500	–	–	0.64%	32
2025 Q4	$1.13M	Hold	37,500	–	–	0.57%	35
2025 Q3	$1.11M	Hold	37,500	–	–	0.57%	37
2025 Q2	$1.05M	Hold	37,500	–	–	0.58%	36
2025 Q1	$983K	Hold	37,500	–	–	0.63%	33
2024 Q4	$1.04M	Hold	37,500	–	–	0.57%	33
2024 Q3	$1.04M	Sell	37,500 -7,500	-17%	-$199K	0.55%	35
2024 Q2	$1.17M	Hold	45,000	–	–	0.59%	37
2024 Q1	$1.22M	Hold	45,000	–	–	0.64%	36
2023 Q4	$1.13M	Hold	45,000	–	–	0.67%	37
2023 Q3	$1.02M	Hold	45,000	–	–	0.67%	36
2023 Q2	$1.07M	Hold	45,000	–	–	0.69%	36
2023 Q1	$1.02M	Sell	45,000 -3,000	-6%	-$69.1K	0.69%	37
2022 Q4	$1.05M	Hold	48,000	–	–	0.8%	33
2022 Q3	$968K	Hold	48,000	–	–	0.76%	37
2022 Q2	$1M	Hold	48,000	–	–	0.67%	39
2022 Q1	$1.21M	Hold	48,000	–	–	0.59%	41
2021 Q4	$1.29M	Hold	48,000	–	–	0.53%	39
2021 Q3	$1.23M	Hold	48,000	–	–	0.5%	42
2021 Q2	$1.25M	Hold	48,000	–	–	0.49%	40
2021 Q1	$1.19M	Hold	48,000	–	–	0.49%	41
2020 Q4	$1.09M	Buy	48,000 +9,000	+23%	+$188K	0.42%	40
2020 Q3	$721K	Hold	39,000	–	–	0.33%	40
2020 Q2	$684K	Sell	39,000 -17,517	-31%	-$286K	0.35%	40
2020 Q1	$794K	Hold	56,517	–	–	0.52%	38
2019 Q4	$1.13M	Buy	56,517 +12,000	+27%	+$232K	0.55%	47
2019 Q3	$839K	Sell	44,517 -3,000	-6%	-$56.7K	0.45%	48
2019 Q2	$904K	Buy	47,517 +10,017	+27%	+$187K	0.48%	51
2019 Q1	$692K	Hold	37,500	–	–	0.62%	40
2018 Q4	$599K	Buy	+37,500	New	+$655K	0.63%	40
2014 Q4	$646K	Buy	47,625 +1,575	+3%	+$20.7K	0.23%	82
2014 Q3	$594K	Buy	46,050 +1,665	+4%	+$22K	0.22%	83
2014 Q2	$595K	Buy	44,385 +900	+2%	+$11.6K	0.22%	81
2014 Q1	$560K	Buy	43,485 +5,325	+14%	+$67.2K	0.22%	81
2013 Q4	$476K	Buy	38,160 +6,111	+19%	+$73.4K	0.19%	76
2013 Q3	$370K	Buy	32,049 +2,805	+10%	+$31.6K	0.16%	80
2013 Q2	$312K	Buy	+29,244	New	+$312K	0.13%	81

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wisconsin Capital Management's SCHM Position: Q2 2026 in Review

Wisconsin Capital Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 37,500 shares worth $1.38M. The position accounts for 0.66% of the portfolio, ranked #33.

Wisconsin Capital Management first reported a position in SCHM in Q2 2013 and has held it in 38 quarters since. 436 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Wisconsin Capital Management held 37,500 shares of Schwab US Mid-Cap ETF worth $1.38M as of Q2 2026.
Wisconsin Capital Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.66% of Wisconsin Capital Management's portfolio in Q2 2026, its #33 holding.
Wisconsin Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 38 quarters since.
436 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Wisconsin Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.