Jim Simons’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Jim Simons’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	$604K	Buy	+19,500	New	+$621K	﹤0.01%	2521
2025 Q2	–	Sell	-51,600	Closed	-$1.35M	–	3846
2025 Q1	$1.35M	Sell	51,600 -14,500	-22%	-$404K	﹤0.01%	2220
2024 Q4	$1.83M	Buy	+66,100	New	+$1.88M	﹤0.01%	2112
2023 Q4	–	Sell	-34,500	Closed	-$778K	–	4083
2023 Q3	$778K	Buy	34,500 +16,500	+92%	+$391K	﹤0.01%	2465
2023 Q2	$426K	Buy	+18,000	New	+$406K	﹤0.01%	2962
2023 Q1	–	Sell	-34,500	Closed	-$755K	–	4332
2022 Q4	$755K	Sell	34,500 -14,700	-30%	-$322K	﹤0.01%	2697
2022 Q3	$993K	Sell	49,200 -15,600	-24%	-$348K	﹤0.01%	2503
2022 Q2	$1.35M	Buy	+64,800	New	+$1.5M	﹤0.01%	2495
2022 Q1	–	Sell	-9,600	Closed	-$257K	–	4413
2021 Q4	$257K	Sell	9,600 -72,300	-88%	-$1.93M	﹤0.01%	3411
2021 Q3	$2.09M	Buy	81,900 +15,300	+23%	+$400K	﹤0.01%	2049
2021 Q2	$1.74M	Buy	66,600 +45,300	+213%	+$1.17M	﹤0.01%	2355
2021 Q1	$528K	Buy	+21,300	New	+$517K	﹤0.01%	2887
2020 Q4	–	Sell	-45,000	Closed	-$832K	–	3678
2020 Q3	$832K	Buy	+45,000	New	+$834K	﹤0.01%	2600
2020 Q2	–	Sell	-18,000	Closed	-$253K	–	3727
2020 Q1	$253K	Sell	18,000 -15,753	-47%	-$288K	﹤0.01%	3034
2019 Q4	$677K	Buy	33,753 +9,753	+41%	+$189K	﹤0.01%	2789
2019 Q3	$452K	Buy	24,000 +10,500	+78%	+$198K	﹤0.01%	2899
2019 Q2	$257K	Buy	+13,500	New	+$253K	﹤0.01%	3234
2019 Q1	–	Sell	-30,000	Closed	-$479K	–	3672
2018 Q4	$479K	Buy	30,000 +18,000	+150%	+$315K	﹤0.01%	2877
2018 Q3	$231K	Sell	12,000 -34,500	-74%	-$657K	﹤0.01%	3104
2018 Q2	$851K	Buy	46,500 +29,400	+172%	+$532K	﹤0.01%	2660
2018 Q1	$301K	Buy	+17,100	New	+$307K	﹤0.01%	3077

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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 $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jim Simons's SCHM Position: Q1 2026 in Review

Jim Simons opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q1 2026: 19,500 shares worth $604K. The stake represents ﹤0.01% of the portfolio and ranks #2521 among its holdings. This is a return to the name: Jim Simons previously reported a position in SCHM as recently as Q1 2025.

Jim Simons first reported a position in SCHM in Q1 2018 and has held it in 21 quarters since. The position peaked at $2.09M in Q3 2021. 1,016 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Jim Simons held 19,500 shares of Schwab US Mid-Cap ETF worth $604K as of Q1 2026.
Schwab US Mid-Cap ETF was a new Jim Simons position in Q1 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2521 holding.
Jim Simons first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and has held it in 21 quarters since.
Jim Simons's Schwab US Mid-Cap ETF position peaked at $2.09M in Q3 2021.
1,016 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.