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John Overdeck’s Schwab US Mid-Cap ETF SCHM Stock Holding History

John Overdeck’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
Q2 		$17M Buy
+460,100
New +$15.8M 0.01% 1163
2026
Q1 		– Sell
-293,000
Closed -$8.81M – 4890
2025
Q4 		$8.81M Buy
+293,000
New +$8.73M 0.01% 1208

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

John Overdeck's SCHM Position: Q2 2026 in Review

John Overdeck opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 460,100 shares worth $17M. The stake represents 0.01% of the portfolio and ranks #1163 among its holdings. This is a return to the name: John Overdeck previously reported a position in SCHM as recently as Q4 2025.

John Overdeck first reported a position in SCHM in Q4 2025 and has held it in 2 quarters since. 1,065 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • John Overdeck held 460,100 shares of Schwab US Mid-Cap ETF worth $17M as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new John Overdeck position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1163 holding.
  • John Overdeck first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,065 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.