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

Citadel Advisors’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
2025
Q4 		– Sell
-8,500
Closed -$252K – 13902
2025
Q3 		$252K Sell
8,500
-700
-8% -$20.4K ﹤0.01% 10741
2025
Q2 		$258K Sell
9,200
-36,300
-80% -$958K ﹤0.01% 10139
2025
Q1 		$1.19M Buy
45,500
+42,600
+1,469% +$1.19M ﹤0.01% 6571
2024
Q4 		$80.4K Sell
2,900
-400
-12% -$11.4K ﹤0.01% 11775
2024
Q3 		$91.4K Buy
3,300
+2,700
+450% +$71.8K ﹤0.01% 11240
2024
Q2 		$15.6K Sell
600
-1,800
-75% -$47.1K ﹤0.01% 12829
2024
Q1 		$65.1K Sell
2,400
-6,300
-72% -$161K ﹤0.01% 11905
2023
Q4 		$218K Sell
8,700
-4,800
-36% -$110K ﹤0.01% 9767
2023
Q3 		$305K Buy
13,500
+6,300
+88% +$149K ﹤0.01% 9143
2023
Q2 		$170K Sell
7,200
-1,200
-14% -$27K ﹤0.01% 10133
2023
Q1 		$190K Sell
8,400
-36,900
-81% -$850K ﹤0.01% 10265
2022
Q4 		$991K Buy
45,300
+27,900
+160% +$611K ﹤0.01% 6836
2022
Q3 		$351K Buy
17,400
+4,500
+35% +$100K ﹤0.01% 9231
2022
Q2 		$270K Sell
12,900
-1,500
-10% -$34.6K ﹤0.01% 10046
2022
Q1 		$364K Sell
14,400
-19,200
-57% -$481K ﹤0.01% 10147
2021
Q4 		$901K Buy
33,600
+1,200
+4% +$32K ﹤0.01% 8213
2021
Q3 		$828K Buy
+32,400
New +$847K ﹤0.01% 8615

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

Citadel Advisors's SCHM Position: Q1 2026 in Review

Citadel Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q1 2026, selling an estimated $38.9K and leaving 9,078 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #10612.

Citadel Advisors first reported a position in SCHM in Q3 2015 and has held it in 21 quarters since. The position peaked at $4.57M in Q3 2021. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Citadel Advisors held 9,078 shares of Schwab US Mid-Cap ETF worth $281K as of Q1 2026.
  • Citadel Advisors sold 1,221 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $38.9K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #10612 holding.
  • Citadel Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2015 and has held it in 21 quarters since.
  • Citadel Advisors's Schwab US Mid-Cap ETF position peaked at $4.57M in Q3 2021.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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