Jeff Yass’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Jeff Yass’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
2024 Q4	–	Sell	-7,500	Closed	-$208K	–	13091
2024 Q3	$208K	Buy	+7,500	New	+$199K	﹤0.01%	10393
2023 Q3	–	Sell	-9,900	Closed	-$234K	–	12858
2023 Q2	$234K	Buy	+9,900	New	+$223K	﹤0.01%	9947
2023 Q1	–	Sell	-10,200	Closed	-$223K	–	13384
2022 Q4	$223K	Sell	10,200 -10,800	-51%	-$237K	﹤0.01%	9853
2022 Q3	$424K	Buy	+21,000	New	+$469K	﹤0.01%	8911
2022 Q2	–	Sell	-14,100	Closed	-$357K	–	13824
2022 Q1	$357K	Hold	14,100	–	–	﹤0.01%	9841
2021 Q4	$378K	Sell	14,100 -23,400	-62%	-$624K	﹤0.01%	9927
2021 Q3	$958K	Buy	+37,500	New	+$980K	﹤0.01%	7673
2019 Q4	–	Sell	-14,100	Closed	-$266K	–	10517
2019 Q3	$266K	Buy	+14,100	New	+$266K	﹤0.01%	8561
2018 Q3	–	Sell	-14,100	Closed	-$258K	–	10106
2018 Q2	$258K	Buy	+14,100	New	+$255K	﹤0.01%	8137

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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.