EH
SCHM icon

Equitable Holdings’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Equitable Holdings’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 		$2.99M Buy
99,394
+6,262
+7% +$199K 0.02% 599
2025
Q4 		$2.8M Sell
93,132
-7,308
-7% -$218K 0.02% 530
2025
Q3 		$2.98M Buy
100,440
+10,432
+12% +$304K 0.02% 491
2025
Q2 		$2.52M Buy
90,008
+6,518
+8% +$172K 0.02% 508
2025
Q1 		$2.19M Buy
83,490
+372
+0.4% +$10.4K 0.02% 488
2024
Q4 		$2.3M Buy
83,118
+3,567
+4% +$102K 0.02% 446
2024
Q3 		$2.2M Buy
79,551
+5,910
+8% +$157K 0.02% 465
2024
Q2 		$1.91M Buy
73,641
+9,729
+15% +$255K 0.02% 473
2024
Q1 		$1.73M Sell
63,912
-2,532
-4% -$64.6K 0.02% 485
2023
Q4 		$1.67M Buy
66,444
+3,309
+5% +$75.8K 0.02% 459
2023
Q3 		$1.42M Buy
63,135
+18,030
+40% +$427K 0.02% 448
2023
Q2 		$1.07M Buy
45,105
+798
+2% +$18K 0.02% 501
2023
Q1 		$1M Sell
44,307
-3,855
-8% -$88.8K 0.02% 467
2022
Q4 		$1.05M Sell
48,162
-13,344
-22% -$292K 0.02% 432
2022
Q3 		$1.24M Sell
61,506
-57,891
-48% -$1.29M 0.02% 357
2022
Q2 		$2.5M Sell
119,397
-62,091
-34% -$1.43M 0.05% 232
2022
Q1 		$4.59M Buy
181,488
+14,334
+9% +$359K 0.08% 167
2021
Q4 		$4.48M Buy
167,154
+29,025
+21% +$774K 0.07% 176
2021
Q3 		$3.53M Buy
138,129
+27,519
+25% +$719K 0.06% 187
2021
Q2 		$2.89M Buy
110,610
+25,125
+29% +$649K 0.05% 207
2021
Q1 		$2.12M Sell
85,485
-20,463
-19% -$496K 0.04% 233
2020
Q4 		$2.41M Buy
105,948
+1,416
+1% +$29.5K 0.05% 201
2020
Q3 		$1.93M Buy
104,532
+23,376
+29% +$433K 0.05% 212
2020
Q2 		$1.42M Buy
81,156
+5,088
+7% +$82.9K 0.04% 249
2020
Q1 		$1.07M Sell
76,068
-26,451
-26% -$484K 0.04% 255
2019
Q4 		$2.06M Buy
+102,519
New +$1.98M 0.06% 187

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

Equitable Holdings's SCHM Position: Q1 2026 in Review

Equitable Holdings increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.7% in Q1 2026, buying an estimated $199K and bringing the position to 99,394 shares worth $2.99M. The position accounts for 0.02% of the portfolio, ranked #599.

Equitable Holdings first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.59M in Q1 2022. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Equitable Holdings held 99,394 shares of Schwab US Mid-Cap ETF worth $2.99M as of Q1 2026.
  • Equitable Holdings bought 6,262 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $199K.
  • Schwab US Mid-Cap ETF made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #599 holding.
  • Equitable Holdings first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's Schwab US Mid-Cap ETF position peaked at $4.59M in Q1 2022.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.