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

David Shaw’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
2024
Q4 		– Sell
-35,295
Closed -$978K – 4818
2024
Q3 		$978K Buy
35,295
+10,578
+43% +$281K ﹤0.01% 3287
2024
Q2 		$641K Buy
+24,717
New +$647K ﹤0.01% 3482

Other funds holding SCHM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

David Shaw's SCHM Position: Q4 2024 in Review

David Shaw sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 35,295 shares — an estimated $978K sold.

David Shaw first reported a position in SCHM in Q2 2024 and held it in 2 quarters. The position peaked at $978K in Q3 2024. 931 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • David Shaw reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • David Shaw sold 35,295 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $978K.
  • David Shaw first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and held it in 2 quarters.
  • David Shaw's Schwab US Mid-Cap ETF position peaked at $978K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.