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New York Life Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

New York Life Investment Management’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 		– Sell
-223,251
Closed -$6.91M – 819
2026
Q1 		$6.91M Buy
223,251
+77,423
+53% +$2.47M 0.06% 265
2025
Q4 		$4.39M Sell
145,828
-49,933
-26% -$1.49M 0.04% 346
2025
Q3 		$5.8M Sell
195,761
-42,198
-18% -$1.23M 0.05% 306
2025
Q2 		$6.67M Buy
237,959
+104,429
+78% +$2.75M 0.06% 269
2025
Q1 		$3.5M Buy
+133,530
New +$3.72M 0.04% 400
2024
Q4 		– Sell
-144,057
Closed -$3.99M – 864
2024
Q3 		$3.99M Sell
144,057
-232,212
-62% -$6.18M 0.04% 409
2024
Q2 		$9.76M Buy
376,269
+114,030
+43% +$2.98M 0.1% 190
2024
Q1 		$7.12M Buy
+262,239
New +$6.69M 0.07% 245
2023
Q4 		– Sell
-287,865
Closed -$6.49M – 1335
2023
Q3 		$6.49M Buy
287,865
+50,484
+21% +$1.2M 0.07% 260
2023
Q2 		$5.62M Sell
237,381
-68,016
-22% -$1.53M 0.06% 292
2023
Q1 		$6.91M Sell
305,397
-95,817
-24% -$2.21M 0.08% 266
2022
Q4 		$8.77M Sell
401,214
-103,455
-20% -$2.27M 0.1% 217
2022
Q3 		$10.2M Buy
504,669
+78,102
+18% +$1.74M 0.12% 172
2022
Q2 		$8.92M Sell
426,567
-34,470
-7% -$795K 0.1% 205
2022
Q1 		$11.7M Buy
461,037
+114,999
+33% +$2.88M 0.62% 21
2021
Q4 		$9.28M Buy
346,038
+138,189
+66% +$3.69M 0.48% 19
2021
Q3 		$5.31M Buy
207,849
+21,447
+12% +$560K 0.29% 24
2021
Q2 		$4.86M Buy
186,402
+705
+0.4% +$18.2K 0.28% 23
2021
Q1 		$4.61M Buy
185,697
+58,365
+46% +$1.42M 0.28% 22
2020
Q4 		$2.89M Buy
127,332
+64,539
+103% +$1.35M 0.19% 22
2020
Q3 		$1.16M Buy
62,793
+50,151
+397% +$929K 0.11% 24
2020
Q2 		$222K Buy
+12,642
New +$206K 0.02% 25

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

New York Life Investment Management's SCHM Position: Q2 2026 in Review

New York Life Investment Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 223,251 shares — an estimated $6.91M sold.

New York Life Investment Management first reported a position in SCHM in Q2 2020 and held it in 22 quarters. The position peaked at $11.7M in Q1 2022. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • New York Life Investment Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • New York Life Investment Management sold 223,251 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $6.91M.
  • New York Life Investment Management first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and held it in 22 quarters.
  • New York Life Investment Management's Schwab US Mid-Cap ETF position peaked at $11.7M in Q1 2022.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.