Ken Griffin
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Ken Griffin’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ken Griffin’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 		$281K Sell
9,078
-1,221
-12% -$38.9K ﹤0.01% 10612
2025
Q4 		$310K Sell
10,299
-2,152
-17% -$64.2K ﹤0.01% 10071
2025
Q3 		$369K Sell
12,451
-40,989
-77% -$1.19M ﹤0.01% 9862
2025
Q2 		$1.5M Buy
+53,440
New +$1.41M ﹤0.01% 6262
2025
Q1 		– Sell
-6,539
Closed -$182K – 15439
2024
Q4 		$181K Sell
6,539
-47,431
-88% -$1.35M ﹤0.01% 10609
2024
Q3 		$1.49M Sell
53,970
-135
-0.2% -$3.59K ﹤0.01% 6064
2024
Q2 		$1.4M Sell
54,105
-81,381
-60% -$2.13M ﹤0.01% 5954
2024
Q1 		$3.68M Buy
135,486
+82,635
+156% +$2.11M ﹤0.01% 4458
2023
Q4 		$1.33M Sell
52,851
-8,670
-14% -$199K ﹤0.01% 6110
2023
Q3 		$1.39M Buy
61,521
+52,161
+557% +$1.24M ﹤0.01% 5922
2023
Q2 		$222K Sell
9,360
-69,585
-88% -$1.57M ﹤0.01% 9661
2023
Q1 		$1.79M Buy
78,945
+39,696
+101% +$914K ﹤0.01% 5606
2022
Q4 		$858K Buy
39,249
+27,939
+247% +$612K ﹤0.01% 7108
2022
Q3 		$228K Buy
+11,310
New +$252K ﹤0.01% 10137
2021
Q4 		– Sell
-178,977
Closed -$4.77M – 14645
2021
Q3 		$4.57M Buy
+178,977
New +$4.68M ﹤0.01% 4472
2021
Q1 		– Sell
-58,446
Closed -$1.33M – 13657
2020
Q4 		$1.33M Sell
58,446
-138,732
-70% -$2.89M ﹤0.01% 6189
2020
Q3 		$3.65M Buy
+197,178
New +$3.65M ﹤0.01% 3641
2020
Q2 		– Sell
-31,683
Closed -$445K – 10419
2020
Q1 		$445K Buy
+31,683
New +$580K ﹤0.01% 6654
2018
Q2 		– Sell
-167,127
Closed -$2.95M – 9234
2018
Q1 		$2.95M Buy
+167,127
New +$3M ﹤0.01% 3166
2016
Q2 		– Sell
-40,899
Closed -$554K – 7328
2016
Q1 		$554K Buy
+40,899
New +$516K ﹤0.01% 4278
2015
Q4 		– Sell
-50,985
Closed -$661K – 9136
2015
Q3 		$661K Buy
+50,985
New +$708K ﹤0.01% 4401

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $13.3B AUM 18.65% 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 $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ken Griffin's SCHM Position: Q1 2026 in Review

Ken Griffin reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q1 2026, selling an estimated $38.9K and leaving 9,078 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #10612.

Ken Griffin first reported a position in SCHM in Q3 2015 and has held it in 21 quarters since. The position peaked at $4.57M in Q3 2021. 1,016 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Ken Griffin held 9,078 shares of Schwab US Mid-Cap ETF worth $281K as of Q1 2026.
  • Ken Griffin sold 1,221 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $38.9K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #10612 holding.
  • Ken Griffin first reported a position in Schwab US Mid-Cap ETF in Q3 2015 and has held it in 21 quarters since.
  • Ken Griffin's Schwab US Mid-Cap ETF position peaked at $4.57M in Q3 2021.
  • 1,016 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.