Citigroup’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $54.6K | Buy |
1,762
+310
| +21% | +$9.87K | ﹤0.01% | 4492 |
|
|
2025
Q4 | $43.7K | Sell |
1,452
-473
| -25% | -$14.1K | ﹤0.01% | 4618 |
|
|
2025
Q3 | $57.1K | Sell |
1,925
-559
| -23% | -$16.3K | ﹤0.01% | 4450 |
|
|
2025
Q2 | $69.7K | Sell |
2,484
-1,784
| -42% | -$47.1K | ﹤0.01% | 4593 |
|
|
2025
Q1 | $112K | Buy |
4,268
+3,697
| +647% | +$103K | ﹤0.01% | 4534 |
|
|
2024
Q4 | $15.8K | Sell |
571
-371
| -39% | -$10.6K | ﹤0.01% | 5304 |
|
|
2024
Q3 | $26.1K | Buy |
942
+531
| +129% | +$14.1K | ﹤0.01% | 5146 |
|
|
2024
Q2 | $10.7K | Buy |
411
+120
| +41% | +$3.14K | ﹤0.01% | 5125 |
|
|
2024
Q1 | $7.9K | Sell |
291
-1,002
| -77% | -$25.6K | ﹤0.01% | 5250 |
|
|
2023
Q4 | $32.5K | Sell |
1,293
-1,851
| -59% | -$42.4K | ﹤0.01% | 4745 |
|
|
2023
Q3 | $70.9K | Buy |
3,144
+2,511
| +397% | +$59.5K | ﹤0.01% | 4036 |
|
|
2023
Q2 | $15K | Sell |
633
-72
| -10% | -$1.62K | ﹤0.01% | 5010 |
|
|
2023
Q1 | $15.9K | Buy |
705
+330
| +88% | +$7.6K | ﹤0.01% | 4579 |
|
|
2022
Q4 | $8.2K | Sell |
375
-234
| -38% | -$5.13K | ﹤0.01% | 4906 |
|
|
2022
Q3 | $12K | Sell |
609
-954
| -61% | -$21.3K | ﹤0.01% | 4935 |
|
|
2022
Q2 | $33K | Buy |
1,563
+1,068
| +216% | +$24.6K | ﹤0.01% | 4742 |
|
|
2022
Q1 | $13K | Buy |
495
+174
| +54% | +$4.36K | ﹤0.01% | 5400 |
|
|
2021
Q4 | $9K | Sell |
321
-90
| -22% | -$2.4K | ﹤0.01% | 5588 |
|
|
2021
Q3 | $11K | Sell |
411
-1,527
| -79% | -$39.9K | ﹤0.01% | 5448 |
|
|
2021
Q2 | $51K | Sell |
1,938
-414
| -18% | -$10.7K | ﹤0.01% | 4819 |
|
|
2021
Q1 | $58K | Buy |
2,352
+228
| +11% | +$5.53K | ﹤0.01% | 4623 |
|
|
2020
Q4 | $48K | Buy |
2,124
+156
| +8% | +$3.25K | ﹤0.01% | 6065 |
|
|
2020
Q3 | $36K | Buy |
1,968
+228
| +13% | +$4.22K | ﹤0.01% | 5801 |
|
|
2020
Q2 | $31K | Hold |
1,740
| – | – | ﹤0.01% | 6299 |
|
|
2020
Q1 | $24K | Sell |
1,740
-6,330
| -78% | -$116K | ﹤0.01% | 6574 |
|
|
2019
Q4 | $162K | Buy |
8,070
+5,319
| +193% | +$103K | ﹤0.01% | 5369 |
|
|
2019
Q3 | $52K | Buy |
2,751
+1,011
| +58% | +$19.1K | ﹤0.01% | 6105 |
|
|
2019
Q2 | $33K | Sell |
1,740
-87
| -5% | -$1.63K | ﹤0.01% | 6796 |
|
|
2019
Q1 | $34K | Sell |
1,827
-48
| -3% | -$858 | ﹤0.01% | 6646 |
|
|
2018
Q4 | $30K | Buy |
1,875
+129
| +7% | +$2.25K | ﹤0.01% | 6638 |
|
|
2018
Q3 | $34K | Sell |
1,746
-78
| -4% | -$1.49K | ﹤0.01% | 6818 |
|
|
2018
Q2 | $33K | Buy |
1,824
+84
| +5% | +$1.52K | ﹤0.01% | 6608 |
|
|
2018
Q1 | $31K | Hold |
1,740
| – | – | ﹤0.01% | 6489 |
|
|
2017
Q4 | $31K | Hold |
1,740
| – | – | ﹤0.01% | 6490 |
|
|
2017
Q3 | $29K | Hold |
1,740
| – | – | ﹤0.01% | 6276 |
|
|
2017
Q2 | $28K | Hold |
1,740
| – | – | ﹤0.01% | 6122 |
|
|
2017
Q1 | $27K | Hold |
1,740
| – | – | ﹤0.01% | 6092 |
|
|
2016
Q4 | $26K | Hold |
1,740
| – | – | ﹤0.01% | 6428 |
|
|
2016
Q3 | $25K | Sell |
1,740
-714
| -29% | -$10.3K | ﹤0.01% | 6091 |
|
|
2016
Q2 | $34K | Sell |
2,454
-3,576
| -59% | -$49.3K | ﹤0.01% | 5815 |
|
|
2016
Q1 | $82K | Sell |
6,030
-149,910
| -96% | -$1.89M | ﹤0.01% | 5803 |
|
|
2015
Q4 | $2.08M | Sell |
155,940
-11,514
| -7% | -$156K | ﹤0.01% | 2456 |
|
|
2015
Q3 | $2.17M | Buy |
167,454
+13,413
| +9% | +$186K | ﹤0.01% | 2379 |
|
|
2015
Q2 | $2.19M | Buy |
154,041
+60
| +0% | +$868 | ﹤0.01% | 2439 |
|
|
2015
Q1 | $2.22M | Sell |
153,981
-513
| -0.3% | -$7.16K | ﹤0.01% | 2387 |
|
|
2014
Q4 | $2.1M | Buy |
154,494
+603
| +0.4% | +$7.94K | ﹤0.01% | 2445 |
|
|
2014
Q3 | $1.99M | Buy |
153,891
+3,891
| +3% | +$51.5K | ﹤0.01% | 2552 |
|
|
2014
Q2 | $2.01M | Hold |
150,000
| – | – | ﹤0.01% | 2472 |
|
|
2014
Q1 | $1.93M | Hold |
150,000
| – | – | ﹤0.01% | 2388 |
|
|
2013
Q4 | $1.87M | Buy |
+150,000
| New | +$1.8M | ﹤0.01% | 2631 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Citigroup's SCHM Position: Q1 2026 in Review
Citigroup increased its Schwab US Mid-Cap ETF (SCHM) stake by 21% in Q1 2026, buying an estimated $9.87K and bringing the position to 1,762 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4492.
Citigroup first reported a position in SCHM in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.22M in Q1 2015. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Citigroup held 1,762 shares of Schwab US Mid-Cap ETF worth $54.6K as of Q1 2026.
- Citigroup bought 310 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $9.87K.
- Schwab US Mid-Cap ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #4492 holding.
- Citigroup first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
- Citigroup's Schwab US Mid-Cap ETF position peaked at $2.22M in Q1 2015.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.