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

Charles Schwab’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 		$60.4M Buy
1,636,994
+452,264
+38% +$15.6M 0.01% 1117
2026
Q1 		$36.7M Buy
1,184,730
+451,082
+61% +$14.4M 0.01% 1369
2025
Q4 		$22.1M Buy
733,648
+409,532
+126% +$12.2M ﹤0.01% 1686
2025
Q3 		$9.61M Buy
324,116
+237,584
+275% +$6.92M ﹤0.01% 2141
2025
Q2 		$2.43M Buy
+86,532
New +$2.28M ﹤0.01% 2609

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Charles Schwab's SCHM Position: Q2 2026 in Review

Charles Schwab increased its Schwab US Mid-Cap ETF (SCHM) stake by 38% in Q2 2026, buying an estimated $15.6M and bringing the position to 1,636,994 shares worth $60.4M. The position accounts for 0.01% of the portfolio, ranked #1117.

Charles Schwab first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Charles Schwab held 1,636,994 shares of Schwab US Mid-Cap ETF worth $60.4M as of Q2 2026.
  • Charles Schwab bought 452,264 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $15.6M.
  • Schwab US Mid-Cap ETF made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1117 holding.
  • Charles Schwab first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.