Goldman Sachs
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Goldman Sachs’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Goldman Sachs’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 		$16.3M Buy
527,718
+14,587
+3% +$464K ﹤0.01% 2628
2025
Q4 		$15.4M Buy
513,131
+1,117
+0.2% +$33.3K ﹤0.01% 2634
2025
Q3 		$15.2M Buy
512,014
+7,890
+2% +$230K ﹤0.01% 2535
2025
Q2 		$14.1M Buy
504,124
+19,109
+4% +$504K ﹤0.01% 2439
2025
Q1 		$12.7M Buy
485,015
+4,886
+1% +$136K ﹤0.01% 2463
2024
Q4 		$13.3M Sell
480,129
-122,502
-20% -$3.49M ﹤0.01% 2526
2024
Q3 		$16.7M Buy
602,631
+132,102
+28% +$3.51M ﹤0.01% 2228
2024
Q2 		$12.2M Sell
470,529
-54,945
-10% -$1.44M ﹤0.01% 2311
2024
Q1 		$14.3M Buy
525,474
+27,672
+6% +$706K ﹤0.01% 2142
2023
Q4 		$12.5M Buy
497,802
+17,082
+4% +$391K ﹤0.01% 2317
2023
Q3 		$10.8M Hold
480,720
– – ﹤0.01% 2324
2023
Q2 		$11.4M Hold
480,720
– – ﹤0.01% 2328
2023
Q1 		$10.9M Buy
480,720
+2,943
+0.6% +$67.8K ﹤0.01% 2340
2022
Q4 		$10.4M Hold
477,777
– – ﹤0.01% 2541
2022
Q3 		$9.64M Sell
477,777
-3,324
-0.7% -$74.2K ﹤0.01% 2543
2022
Q2 		$10.1M Sell
481,101
-2,121
-0.4% -$48.9K ﹤0.01% 2509
2022
Q1 		$12.2M Buy
483,222
+495
+0.1% +$12.4K ﹤0.01% 2486
2021
Q4 		$12.9M Buy
482,727
+18,348
+4% +$489K ﹤0.01% 2529
2021
Q3 		$11.9M Sell
464,379
-38,481
-8% -$1.01M ﹤0.01% 2556
2021
Q2 		$13.1M Buy
502,860
+37,509
+8% +$969K ﹤0.01% 2440
2021
Q1 		$11.5M Buy
465,351
+2,970
+0.6% +$72.1K ﹤0.01% 2435
2020
Q4 		$10.5M Sell
462,381
-64,500
-12% -$1.35M ﹤0.01% 2416
2020
Q3 		$9.74M Buy
526,881
+65,097
+14% +$1.21M ﹤0.01% 2351
2020
Q2 		$8.1M Buy
461,784
+11,784
+3% +$192K ﹤0.01% 2424
2020
Q1 		$6.32M Buy
450,000
+297,978
+196% +$5.46M ﹤0.01% 2455
2019
Q4 		$3.05M Hold
152,022
– – ﹤0.01% 3339
2019
Q3 		$2.87M Buy
152,022
+32,022
+27% +$605K ﹤0.01% 3287
2019
Q2 		$2.28M Sell
120,000
-2,236,887
-95% -$41.8M ﹤0.01% 3452
2019
Q1 		$43.5M Buy
2,356,887
+2,236,863
+1,864% +$40M 0.01% 1246
2018
Q4 		$1.92M Sell
120,024
-228
-0.2% -$3.98K ﹤0.01% 3551
2018
Q3 		$2.32M Buy
120,252
+66
+0.1% +$1.26K ﹤0.01% 3495
2018
Q2 		$2.2M Sell
120,186
-30,840
-20% -$558K ﹤0.01% 3570
2018
Q1 		$2.66M Buy
151,026
+1,026
+0.7% +$18.4K ﹤0.01% 3383
2017
Q4 		$2.66M Hold
150,000
– – ﹤0.01% 3555
2017
Q3 		$2.51M Sell
150,000
-18
-0% -$293 ﹤0.01% 3778
2017
Q2 		$2.41M Buy
150,018
+12
+0% +$191 ﹤0.01% 3688
2017
Q1 		$2.37M Hold
150,006
– – ﹤0.01% 3577
2016
Q4 		$2.26M Hold
150,006
– – ﹤0.01% 3741
2016
Q3 		$2.18M Sell
150,006
-165,393
-52% -$2.39M ﹤0.01% 3759
2016
Q2 		$4.42M Buy
315,399
+165,399
+110% +$2.28M ﹤0.01% 2966
2016
Q1 		$2.03M Sell
150,000
-846
-0.6% -$10.7K ﹤0.01% 3453
2015
Q4 		$2.02M Sell
150,846
-27
-0% -$367 ﹤0.01% 3620
2015
Q3 		$1.96M Buy
+150,873
New +$2.09M ﹤0.01% 3815

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

Goldman Sachs's SCHM Position: Q1 2026 in Review

Goldman Sachs increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.8% in Q1 2026, buying an estimated $464K and bringing the position to 527,718 shares worth $16.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Goldman Sachs first reported a position in SCHM in Q3 2015 and has held it in 43 quarters since. The position peaked at $43.5M in Q1 2019. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Goldman Sachs held 527,718 shares of Schwab US Mid-Cap ETF worth $16.3M as of Q1 2026.
  • Goldman Sachs bought 14,587 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $464K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #2628 holding.
  • Goldman Sachs first reported a position in Schwab US Mid-Cap ETF in Q3 2015 and has held it in 43 quarters since.
  • Goldman Sachs's Schwab US Mid-Cap ETF position peaked at $43.5M in Q1 2019.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.