AQR Capital Management
SCHM icon

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

AQR 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 		$15.1M Buy
488,650
+142,449
+41% +$4.54M 0.01% 1146
2025
Q4 		$10.4M Buy
346,201
+21,246
+7% +$633K 0.01% 1197
2025
Q3 		$9.63M Buy
324,955
+16,839
+5% +$490K 0.01% 1115
2025
Q2 		$8.64M Buy
308,116
+9,197
+3% +$243K 0.01% 1029
2025
Q1 		$7.83M Buy
298,919
+55,325
+23% +$1.54M 0.01% 950
2024
Q4 		$6.75M Buy
243,594
+1,278
+0.5% +$36.4K 0.01% 977
2024
Q3 		$6.71M Buy
242,316
+2,199
+0.9% +$58.5K 0.01% 930
2024
Q2 		$6.23M Buy
240,117
+87,084
+57% +$2.28M 0.01% 931
2024
Q1 		$4.15M Buy
+153,033
New +$3.9M 0.01% 1061

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

AQR Capital Management's SCHM Position: Q1 2026 in Review

AQR Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 41% in Q1 2026, buying an estimated $4.54M and bringing the position to 488,650 shares worth $15.1M. The position accounts for 0.01% of the portfolio, ranked #1146.

AQR Capital Management first reported a position in SCHM in Q1 2024 and has held it in 9 quarters since. 1,013 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • AQR Capital Management held 488,650 shares of Schwab US Mid-Cap ETF worth $15.1M as of Q1 2026.
  • AQR Capital Management bought 142,449 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $4.54M.
  • Schwab US Mid-Cap ETF made up 0.01% of AQR Capital Management's portfolio in Q1 2026, its #1146 holding.
  • AQR Capital Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.