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Citizens Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Citizens Financial Group’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 		$3.86M Sell
124,828
-4,612
-4% -$147K 0.05% 208
2025
Q4 		$3.89M Buy
129,440
+488
+0.4% +$14.5K 0.05% 207
2025
Q3 		$3.82M Sell
128,952
-6,522
-5% -$190K 0.05% 204
2025
Q2 		$3.8M Buy
135,474
+126
+0.1% +$3.32K 0.06% 190
2025
Q1 		$3.55M Buy
135,348
+398
+0.3% +$11.1K 0.07% 177
2024
Q4 		$3.74M Buy
134,950
+535
+0.4% +$15.2K 0.07% 169
2024
Q3 		$3.72M Buy
134,415
+582
+0.4% +$15.5K 0.07% 165
2024
Q2 		$3.48M Sell
133,833
-2,358
-2% -$61.7K 0.08% 160
2024
Q1 		$3.7M Sell
136,191
-2,571
-2% -$65.6K 0.12% 121
2023
Q4 		$3.48M Buy
138,762
+753
+0.5% +$17.3K 0.12% 129
2023
Q3 		$3.11M Sell
138,009
-6,408
-4% -$152K 0.13% 113
2023
Q2 		$3.42M Buy
144,417
+1,770
+1% +$39.9K 0.12% 128
2023
Q1 		$3.23M Buy
142,647
+3,243
+2% +$74.7K 0.12% 133
2022
Q4 		$3.05M Buy
139,404
+41,121
+42% +$901K 0.12% 120
2022
Q3 		$1.98M Buy
98,283
+258
+0.3% +$5.76K 0.09% 143
2022
Q2 		$2.05M Buy
98,025
+36
+0% +$831 0.09% 144
2022
Q1 		$2.48M Buy
97,989
+543
+0.6% +$13.6K 0.09% 136
2021
Q4 		$2.62M Buy
97,446
+327
+0.3% +$8.72K 0.09% 142
2021
Q3 		$2.48M Buy
97,119
+43,215
+80% +$1.13M 0.09% 142
2021
Q2 		$1.41M Buy
53,904
+135
+0.3% +$3.49K 0.06% 155
2021
Q1 		$1.33M Sell
53,769
-618
-1% -$15K 0.07% 141
2020
Q4 		$1.24M Sell
54,387
-138
-0.3% -$2.88K 0.07% 141
2020
Q3 		$1.02M Buy
54,525
+50,067
+1,123% +$928K 0.07% 138
2020
Q2 		$78K Sell
4,458
-21,729
-83% -$354K 0.01% 401
2020
Q1 		$368K Buy
+26,187
New +$480K 0.03% 209

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

Citizens Financial Group's SCHM Position: Q1 2026 in Review

Citizens Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.6% in Q1 2026, selling an estimated $147K and leaving 124,828 shares worth $3.86M. The position accounts for 0.05% of the portfolio, ranked #208.

Citizens Financial Group first reported a position in SCHM in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.89M in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Citizens Financial Group held 124,828 shares of Schwab US Mid-Cap ETF worth $3.86M as of Q1 2026.
  • Citizens Financial Group sold 4,612 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $147K.
  • Schwab US Mid-Cap ETF made up 0.05% of Citizens Financial Group's portfolio in Q1 2026, its #208 holding.
  • Citizens Financial Group first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Citizens Financial Group's Schwab US Mid-Cap ETF position peaked at $3.89M in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.