Fidelity Investments
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Fidelity Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Fidelity Investments’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 		$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

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

Fidelity Investments's SCHM Position: Q1 2026 in Review

Fidelity Investments increased its Schwab US Mid-Cap ETF (SCHM) stake by 18% in Q1 2026, buying an estimated $810K and bringing the position to 166,761 shares worth $5.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Fidelity Investments first reported a position in SCHM in Q3 2018 and has held it in 31 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Fidelity Investments held 166,761 shares of Schwab US Mid-Cap ETF worth $5.16M as of Q1 2026.
  • Fidelity Investments bought 25,426 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $810K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2295 holding.
  • Fidelity Investments first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 31 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.