AllianceBernstein
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AllianceBernstein’s Schwab US Mid-Cap ETF SCHM Stock Holding History

AllianceBernstein’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 		$1.33M Sell
44,340
-47
-0.1% -$1.5K ﹤0.01% 2212
2025
Q4 		$1.33M Buy
44,387
+1,108
+3% +$33K ﹤0.01% 2214
2025
Q3 		$1.28M Sell
43,279
-6,861
-14% -$200K ﹤0.01% 2226
2025
Q2 		$1.41M Buy
50,140
+195
+0.4% +$5.14K ﹤0.01% 2107
2025
Q1 		$1.31M Hold
49,945
– – ﹤0.01% 2109
2024
Q4 		$1.38M Sell
49,945
-2,378
-5% -$67.8K ﹤0.01% 2154
2024
Q3 		$1.45M Buy
52,323
+2,499
+5% +$66.5K ﹤0.01% 2134
2024
Q2 		$1.29M Buy
49,824
+3,699
+8% +$96.8K ﹤0.01% 2181
2024
Q1 		$1.25M Buy
46,125
+174
+0.4% +$4.44K ﹤0.01% 2143
2023
Q4 		$1.15M Sell
45,951
-1,203
-3% -$27.6K ﹤0.01% 2199
2023
Q3 		$1.06M Buy
47,154
+654
+1% +$15.5K ﹤0.01% 2203
2023
Q2 		$1.1M Buy
46,500
+3,201
+7% +$72.1K ﹤0.01% 2232
2023
Q1 		$979K Buy
43,299
+867
+2% +$20K ﹤0.01% 2238
2022
Q4 		$928K Sell
42,432
-106,623
-72% -$2.34M ﹤0.01% 2325
2022
Q3 		$3.01M Buy
149,055
+4,830
+3% +$108K ﹤0.01% 1639
2022
Q2 		$3.02M Sell
144,225
-12,054
-8% -$278K ﹤0.01% 1702
2022
Q1 		$3.95M Sell
156,279
-587,625
-79% -$14.7M ﹤0.01% 1698
2021
Q4 		$19.9M Hold
743,904
– – 0.01% 953
2021
Q3 		$19M Buy
743,904
+197,304
+36% +$5.16M 0.01% 964
2021
Q2 		$14.3M Buy
546,600
+152,694
+39% +$3.94M 0.01% 1070
2021
Q1 		$9.77M Buy
393,906
+377,622
+2,319% +$9.16M ﹤0.01% 1221
2020
Q4 		$370K Hold
16,284
– – ﹤0.01% 2742
2020
Q3 		$301K Hold
16,284
– – ﹤0.01% 2807
2020
Q2 		$286K Hold
16,284
– – ﹤0.01% 2897
2020
Q1 		$229K Buy
+16,284
New +$298K ﹤0.01% 2738
2015
Q2 		– Sell
-4,821
Closed -$69K – 3228
2015
Q1 		$69K Buy
+4,821
New +$67.3K ﹤0.01% 3090

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AllianceBernstein's SCHM Position: Q1 2026 in Review

AllianceBernstein reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.11% in Q1 2026, selling an estimated $1.5K and leaving 44,340 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

AllianceBernstein first reported a position in SCHM in Q1 2015 and has held it in 26 quarters since. The position peaked at $19.9M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • AllianceBernstein held 44,340 shares of Schwab US Mid-Cap ETF worth $1.33M as of Q1 2026.
  • AllianceBernstein sold 47 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.5K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of AllianceBernstein's portfolio in Q1 2026, its #2212 holding.
  • AllianceBernstein first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and has held it in 26 quarters since.
  • AllianceBernstein's Schwab US Mid-Cap ETF position peaked at $19.9M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.