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 Q2	–	Sell	-5,300	Closed	-$139K	–	14753
2025 Q1	$139K	Buy	5,300 +4,200	+382%	+$117K	﹤0.01%	10992
2024 Q4	$30.5K	Sell	1,100 -2,200	-67%	-$62.7K	﹤0.01%	12866
2024 Q3	$91.4K	Sell	3,300 -5,700	-63%	-$152K	﹤0.01%	11241
2024 Q2	$233K	Buy	9,000 +7,200	+400%	+$188K	﹤0.01%	9612
2024 Q1	$48.9K	Sell	1,800 -7,500	-81%	-$191K	﹤0.01%	12192
2023 Q4	$233K	Buy	9,300 +8,700	+1,450%	+$199K	﹤0.01%	9641
2023 Q3	$13.5K	Sell	600 -5,400	-90%	-$128K	﹤0.01%	12918
2023 Q2	$142K	Buy	6,000 +2,700	+82%	+$60.8K	﹤0.01%	10415
2023 Q1	$74.6K	Buy	+3,300	New	+$76K	﹤0.01%	11653

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 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.