Fidelity Investments’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
Q2 | $6.84M | Buy |
185,468
+18,707
| +11% | +$644K | ﹤0.01% | 2292 |
|
|
2026
Q1 | $5.16M | Buy |
166,761
+25,426
| +18% | +$810K | ﹤0.01% | 2295 |
|
|
2025
Q4 | $4.25M | Buy |
141,335
+12,586
| +10% | +$375K | ﹤0.01% | 2342 |
|
|
2025
Q3 | $3.82M | Buy |
128,749
+22,357
| +21% | +$651K | ﹤0.01% | 2325 |
|
|
2025
Q2 | $2.98M | Sell |
106,392
-8,697
| -8% | -$229K | ﹤0.01% | 2347 |
|
|
2025
Q1 | $3.02M | Buy |
115,089
+22,952
| +25% | +$639K | ﹤0.01% | 2322 |
|
|
2024
Q4 | $2.55M | Buy |
92,137
+6,004
| +7% | +$171K | ﹤0.01% | 2364 |
|
|
2024
Q3 | $2.39M | Buy |
86,133
+13,221
| +18% | +$352K | ﹤0.01% | 2350 |
|
|
2024
Q2 | $1.89M | Buy |
72,912
+12,960
| +22% | +$339K | ﹤0.01% | 2361 |
|
|
2024
Q1 | $1.63M | Buy |
59,952
+18,231
| +44% | +$465K | ﹤0.01% | 2377 |
|
|
2023
Q4 | $1.05M | Buy |
41,721
+573
| +1% | +$13.1K | ﹤0.01% | 2464 |
|
|
2023
Q3 | $928K | Buy |
41,148
+4,380
| +12% | +$104K | ﹤0.01% | 2470 |
|
|
2023
Q2 | $871K | Sell |
36,768
-4,509
| -11% | -$102K | ﹤0.01% | 2506 |
|
|
2023
Q1 | $934K | Buy |
41,277
+684
| +2% | +$15.8K | ﹤0.01% | 2536 |
|
|
2022
Q4 | $888K | Buy |
40,593
+2,181
| +6% | +$47.8K | ﹤0.01% | 2572 |
|
|
2022
Q3 | $775K | Sell |
38,412
-1,560
| -4% | -$34.8K | ﹤0.01% | 2666 |
|
|
2022
Q2 | $836K | Sell |
39,972
-4,944
| -11% | -$114K | ﹤0.01% | 2723 |
|
|
2022
Q1 | $1.14M | Buy |
44,916
+4,338
| +11% | +$109K | ﹤0.01% | 2757 |
|
|
2021
Q4 | $1.09M | Buy |
40,578
+6,600
| +19% | +$176K | ﹤0.01% | 2675 |
|
|
2021
Q3 | $868K | Buy |
33,978
+3,078
| +10% | +$80.4K | ﹤0.01% | 2713 |
|
|
2021
Q2 | $806K | Buy |
30,900
+11,235
| +57% | +$290K | ﹤0.01% | 2707 |
|
|
2021
Q1 | $488K | Buy |
19,665
+3,981
| +25% | +$96.6K | ﹤0.01% | 2693 |
|
|
2020
Q4 | $356K | Sell |
15,684
-168
| -1% | -$3.5K | ﹤0.01% | 2707 |
|
|
2020
Q3 | $293K | Buy |
15,852
+9,237
| +140% | +$171K | ﹤0.01% | 2636 |
|
|
2020
Q2 | $116K | Buy |
6,615
+1,470
| +29% | +$24K | ﹤0.01% | 2702 |
|
|
2020
Q1 | $73K | Sell |
5,145
-5,355
| -51% | -$98.1K | ﹤0.01% | 2715 |
|
|
2019
Q4 | $210K | Buy |
10,500
+1,677
| +19% | +$32.5K | ﹤0.01% | 2629 |
|
|
2019
Q3 | $166K | Buy |
8,823
+1,212
| +16% | +$22.9K | ﹤0.01% | 2666 |
|
|
2019
Q2 | $145K | Buy |
7,611
+522
| +7% | +$9.77K | ﹤0.01% | 2683 |
|
|
2019
Q1 | $131K | Buy |
7,089
+1,335
| +23% | +$23.9K | ﹤0.01% | 2638 |
|
|
2018
Q4 | $92K | Sell |
5,754
-246
| -4% | -$4.3K | ﹤0.01% | 2655 |
|
|
2018
Q3 | $115K | Buy |
+6,000
| New | +$114K | ﹤0.01% | 2701 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Fidelity Investments's SCHM Position: Q2 2026 in Review
Fidelity Investments increased its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q2 2026, buying an estimated $644K and bringing the position to 185,468 shares worth $6.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2292.
Fidelity Investments first reported a position in SCHM in Q3 2018 and has held it in 32 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Fidelity Investments held 185,468 shares of Schwab US Mid-Cap ETF worth $6.84M as of Q2 2026.
- Fidelity Investments bought 18,707 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $644K.
- Schwab US Mid-Cap ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2292 holding.
- Fidelity Investments first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 32 quarters since.
- 1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.