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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,900
| Closed | -$330K | – | 13338 |
|
|
2024
Q4 | $330K | Sell |
11,900
-8,500
| -42% | -$242K | ﹤0.01% | 9613 |
|
|
2024
Q3 | $565K | Buy |
20,400
+3,000
| +17% | +$79.8K | ﹤0.01% | 8169 |
|
|
2024
Q2 | $451K | Sell |
17,400
-3,600
| -17% | -$94.2K | ﹤0.01% | 8507 |
|
|
2024
Q1 | $570K | Buy |
21,000
+4,800
| +30% | +$122K | ﹤0.01% | 8203 |
|
|
2023
Q4 | $407K | Sell |
16,200
-23,100
| -59% | -$529K | ﹤0.01% | 9148 |
|
|
2023
Q3 | $887K | Buy |
39,300
+2,400
| +7% | +$56.9K | ﹤0.01% | 6895 |
|
|
2023
Q2 | $874K | Buy |
36,900
+9,900
| +37% | +$223K | ﹤0.01% | 7010 |
|
|
2023
Q1 | $611K | Sell |
27,000
-11,700
| -30% | -$269K | ﹤0.01% | 8082 |
|
|
2022
Q4 | $846K | Buy |
38,700
+28,200
| +269% | +$618K | ﹤0.01% | 6548 |
|
|
2022
Q3 | $212K | Buy |
+10,500
| New | +$234K | ﹤0.01% | 10695 |
|
|
2022
Q2 | – | Sell |
-36,000
| Closed | -$910K | – | 13823 |
|
|
2022
Q1 | $910K | Buy |
36,000
+21,900
| +155% | +$549K | ﹤0.01% | 7370 |
|
|
2021
Q4 | $378K | Buy |
14,100
+900
| +7% | +$24K | ﹤0.01% | 9926 |
|
|
2021
Q3 | $337K | Buy |
13,200
+3,600
| +38% | +$94.1K | ﹤0.01% | 10325 |
|
|
2021
Q2 | $250K | Buy |
9,600
+1,500
| +19% | +$38.7K | ﹤0.01% | 11144 |
|
|
2021
Q1 | $201K | Sell |
8,100
-4,200
| -34% | -$102K | ﹤0.01% | 11416 |
|
|
2020
Q4 | $280K | Sell |
12,300
-14,400
| -54% | -$300K | ﹤0.01% | 9402 |
|
|
2020
Q3 | $494K | Buy |
26,700
+3,900
| +17% | +$72.2K | ﹤0.01% | 7707 |
|
|
2020
Q2 | $400K | Buy |
+22,800
| New | +$372K | ﹤0.01% | 7821 |
|
|
2020
Q1 | – | Sell |
-12,900
| Closed | -$259K | – | 10795 |
|
|
2019
Q4 | $259K | Sell |
12,900
-18,000
| -58% | -$349K | ﹤0.01% | 8296 |
|
|
2019
Q3 | $582K | Buy |
30,900
+7,200
| +30% | +$136K | ﹤0.01% | 6948 |
|
|
2019
Q2 | $451K | Buy |
23,700
+12,000
| +103% | +$224K | ﹤0.01% | 7475 |
|
|
2019
Q1 | $216K | Sell |
11,700
-10,200
| -47% | -$182K | ﹤0.01% | 7768 |
|
|
2018
Q4 | $350K | Sell |
21,900
-1,500
| -6% | -$26.2K | ﹤0.01% | 6726 |
|
|
2018
Q3 | $451K | Sell |
23,400
-7,200
| -24% | -$137K | ﹤0.01% | 6723 |
|
|
2018
Q2 | $560K | Buy |
30,600
+17,100
| +127% | +$309K | ﹤0.01% | 6567 |
|
|
2018
Q1 | $238K | Sell |
13,500
-1,200
| -8% | -$21.6K | ﹤0.01% | 8028 |
|
|
2017
Q4 | $261K | Buy |
14,700
+1,200
| +9% | +$20.7K | ﹤0.01% | 7821 |
|
|
2017
Q3 | $225K | Sell |
13,500
-1,200
| -8% | -$19.5K | ﹤0.01% | 7840 |
|
|
2017
Q2 | $236K | Sell |
14,700
-8,400
| -36% | -$133K | ﹤0.01% | 8012 |
|
|
2017
Q1 | $364K | Buy |
+23,100
| New | +$360K | ﹤0.01% | 7042 |
|
|
2016
Q3 | – | Sell |
-15,600
| Closed | -$218K | – | 8962 |
|
|
2016
Q2 | $218K | Buy |
+15,600
| New | +$215K | ﹤0.01% | 7467 |
|
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.