Oppenheimer Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Oppenheimer Asset 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 Q1	$212K	Buy	6,852 +28	+0.4%	+$892	﹤0.01%	1052
2025 Q4	$205K	Buy	6,824 +37	+0.5%	+$1.1K	﹤0.01%	1003
2025 Q3	$201K	Buy	+6,787	New	+$198K	﹤0.01%	1100
2020 Q2	–	Sell	-7,326	Closed	-$103K	–	1375
2020 Q1	$103K	Buy	7,326 +447	+6%	+$8.19K	﹤0.01%	1099
2019 Q4	$138K	Sell	6,879 -231	-3%	-$4.47K	﹤0.01%	1138
2019 Q3	$134K	Hold	7,110	–	–	﹤0.01%	1127
2019 Q2	$135K	Buy	7,110 +2,619	+58%	+$49K	﹤0.01%	1156
2019 Q1	$83K	Buy	4,491 +27	+0.6%	+$482	﹤0.01%	1260
2018 Q4	$71K	Buy	+4,464	New	+$78K	﹤0.01%	1270
2017 Q4	–	Sell	-3,636	Closed	-$61K	–	1417
2017 Q3	$61K	Hold	3,636	–	–	﹤0.01%	1318
2017 Q2	$58K	Buy	3,636 +42	+1%	+$667	﹤0.01%	1310
2017 Q1	$57K	Buy	+3,594	New	+$56K	﹤0.01%	1316

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 $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Oppenheimer Asset Management's SCHM Position: Q1 2026 in Review

Oppenheimer Asset Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.41% in Q1 2026, buying an estimated $892 and bringing the position to 6,852 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Oppenheimer Asset Management first reported a position in SCHM in Q1 2017 and has held it in 12 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Oppenheimer Asset Management held 6,852 shares of Schwab US Mid-Cap ETF worth $212K as of Q1 2026.
Oppenheimer Asset Management bought 28 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $892.
Schwab US Mid-Cap ETF made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #1052 holding.
Oppenheimer Asset Management first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 12 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.