Jeff Yass’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 | $4.43M | Buy |
+120,265
| New | +$4.14M | ﹤0.01% | 4863 |
|
|
2026
Q1 | – | Sell |
-45,147
| Closed | -$1.36M | – | 13999 |
|
|
2025
Q4 | $1.36M | Buy |
+45,147
| New | +$1.35M | ﹤0.01% | 6483 |
|
|
2025
Q3 | – | Sell |
-40,105
| Closed | -$1.12M | – | 13703 |
|
|
2025
Q2 | $1.12M | Buy |
40,105
+27,284
| +213% | +$720K | ﹤0.01% | 7135 |
|
|
2025
Q1 | $336K | Sell |
12,821
-36,475
| -74% | -$1.02M | ﹤0.01% | 9821 |
|
|
2024
Q4 | $1.37M | Sell |
49,296
-52,782
| -52% | -$1.5M | ﹤0.01% | 6185 |
|
|
2024
Q3 | $2.83M | Sell |
102,078
-86,775
| -46% | -$2.31M | ﹤0.01% | 4654 |
|
|
2024
Q2 | $4.9M | Buy |
188,853
+85,395
| +83% | +$2.23M | ﹤0.01% | 3476 |
|
|
2024
Q1 | $2.81M | Sell |
103,458
-10,854
| -9% | -$277K | ﹤0.01% | 4640 |
|
|
2023
Q4 | $2.87M | Buy |
+114,312
| New | +$2.62M | ﹤0.01% | 4657 |
|
|
2023
Q3 | – | Sell |
-49,557
| Closed | -$1.17M | – | 12857 |
|
|
2023
Q2 | $1.17M | Buy |
+49,557
| New | +$1.12M | ﹤0.01% | 6316 |
|
|
2023
Q1 | – | Sell |
-74,655
| Closed | -$1.72M | – | 13383 |
|
|
2022
Q4 | $1.63M | Buy |
74,655
+23,022
| +45% | +$505K | ﹤0.01% | 5101 |
|
|
2022
Q3 | $1.04M | Sell |
51,633
-139,230
| -73% | -$3.11M | ﹤0.01% | 6536 |
|
|
2022
Q2 | $3.99M | Buy |
190,863
+86,004
| +82% | +$1.98M | ﹤0.01% | 3568 |
|
|
2022
Q1 | $2.65M | Sell |
104,859
-86,202
| -45% | -$2.16M | ﹤0.01% | 4856 |
|
|
2021
Q4 | $5.12M | Buy |
191,061
+89,430
| +88% | +$2.39M | ﹤0.01% | 3696 |
|
|
2021
Q3 | $2.6M | Sell |
101,631
-64,398
| -39% | -$1.68M | ﹤0.01% | 5267 |
|
|
2021
Q2 | $4.33M | Buy |
166,029
+71,652
| +76% | +$1.85M | ﹤0.01% | 4291 |
|
|
2021
Q1 | $2.34M | Buy |
94,377
+69,012
| +272% | +$1.67M | ﹤0.01% | 5540 |
|
|
2020
Q4 | $576K | Sell |
25,365
-56,736
| -69% | -$1.18M | ﹤0.01% | 7974 |
|
|
2020
Q3 | $1.52M | Sell |
82,101
-101,919
| -55% | -$1.89M | ﹤0.01% | 5156 |
|
|
2020
Q2 | $3.23M | Buy |
184,020
+40,293
| +28% | +$657K | ﹤0.01% | 3674 |
|
|
2020
Q1 | $2.02M | Buy |
+143,727
| New | +$2.63M | ﹤0.01% | 3946 |
|
|
2019
Q4 | – | Sell |
-84,084
| Closed | -$1.63M | – | 10516 |
|
|
2019
Q3 | $1.58M | Sell |
84,084
-73,509
| -47% | -$1.39M | ﹤0.01% | 4688 |
|
|
2019
Q2 | $3M | Buy |
157,593
+84,429
| +115% | +$1.58M | ﹤0.01% | 3452 |
|
|
2019
Q1 | $1.35M | Buy |
+73,164
| New | +$1.31M | ﹤0.01% | 4421 |
|
|
2018
Q4 | – | Sell |
-16,185
| Closed | -$283K | – | 9846 |
|
|
2018
Q3 | $312K | Sell |
16,185
-71,130
| -81% | -$1.36M | ﹤0.01% | 7408 |
|
|
2018
Q2 | $1.6M | Sell |
87,315
-46,461
| -35% | -$840K | ﹤0.01% | 4429 |
|
|
2018
Q1 | $2.36M | Buy |
133,776
+16,800
| +14% | +$302K | ﹤0.01% | 3616 |
|
|
2017
Q4 | $2.08M | Sell |
116,976
-40,920
| -26% | -$706K | ﹤0.01% | 3844 |
|
|
2017
Q3 | $2.64M | Buy |
157,896
+115,377
| +271% | +$1.88M | ﹤0.01% | 3429 |
|
|
2017
Q2 | $683K | Sell |
42,519
-173,646
| -80% | -$2.76M | ﹤0.01% | 6031 |
|
|
2017
Q1 | $3.41M | Buy |
216,165
+157,023
| +266% | +$2.45M | ﹤0.01% | 2841 |
|
|
2016
Q4 | $890K | Sell |
59,142
-97,371
| -62% | -$1.42M | ﹤0.01% | 5779 |
|
|
2016
Q3 | $2.27M | Buy |
156,513
+81,390
| +108% | +$1.18M | ﹤0.01% | 3351 |
|
|
2016
Q2 | $1.05M | Sell |
75,123
-168,174
| -69% | -$2.32M | ﹤0.01% | 4784 |
|
|
2016
Q1 | $3.29M | Buy |
243,297
+138,639
| +132% | +$1.75M | ﹤0.01% | 2914 |
|
|
2015
Q4 | $1.4M | Buy |
104,658
+42,390
| +68% | +$576K | ﹤0.01% | 4739 |
|
|
2015
Q3 | $808K | Sell |
62,268
-52,638
| -46% | -$731K | ﹤0.01% | 6188 |
|
|
2015
Q2 | $1.63M | Buy |
+114,906
| New | +$1.66M | ﹤0.01% | 5144 |
|
|
2015
Q1 | – | Sell |
-24,012
| Closed | -$326K | – | 9876 |
|
|
2014
Q4 | $326K | Sell |
24,012
-73,935
| -75% | -$974K | ﹤0.01% | 7990 |
|
|
2014
Q3 | $1.26M | Sell |
97,947
-43,779
| -31% | -$580K | ﹤0.01% | 5472 |
|
|
2014
Q2 | $1.9M | Buy |
141,726
+80,589
| +132% | +$1.04M | ﹤0.01% | 4759 |
|
|
2014
Q1 | $787K | Sell |
61,137
-180,462
| -75% | -$2.28M | ﹤0.01% | 5949 |
|
|
2013
Q4 | $3.02M | Buy |
+241,599
| New | +$2.9M | ﹤0.01% | 3654 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Jeff Yass's SCHM Position: Q2 2026 in Review
Jeff Yass opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 120,265 shares worth $4.43M. The stake represents ﹤0.01% of the portfolio and ranks #4863 among its holdings. This is a return to the name: Jeff Yass previously reported a position in SCHM as recently as Q4 2025.
Jeff Yass first reported a position in SCHM in Q4 2013 and has held it in 44 quarters since. The position peaked at $5.12M in Q4 2021. 1,065 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Jeff Yass held 120,265 shares of Schwab US Mid-Cap ETF worth $4.43M as of Q2 2026.
- Schwab US Mid-Cap ETF was a new Jeff Yass position in Q2 2026.
- Schwab US Mid-Cap ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4863 holding.
- Jeff Yass first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 44 quarters since.
- Jeff Yass's Schwab US Mid-Cap ETF position peaked at $5.12M in Q4 2021.
- 1,065 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.