QCG
SCHM icon

Quadrant Capital Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Quadrant Capital Group’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 		$1.35M Sell
43,582
-800
-2% -$25.5K 0.04% 438
2025
Q4 		$1.33M Hold
44,382
– – 0.04% 417
2025
Q3 		$1.32M Sell
44,382
-159
-0.4% -$4.63K 0.04% 385
2025
Q2 		$1.25M Buy
44,541
+4,616
+12% +$122K 0.05% 370
2025
Q1 		$1.05M Sell
39,925
-131
-0.3% -$3.65K 0.04% 373
2024
Q4 		$1.11M Sell
40,056
-345
-0.9% -$9.83K 0.08% 175
2024
Q3 		$1.12M Sell
40,401
-318
-0.8% -$8.46K 0.08% 186
2024
Q2 		$1.06M Sell
40,719
-1,083
-3% -$28.3K 0.08% 180
2024
Q1 		$1.13M Sell
41,802
-7,452
-15% -$190K 0.09% 165
2023
Q4 		$1.24M Buy
49,254
+1,650
+3% +$37.8K 0.11% 141
2023
Q3 		$1.07M Sell
47,604
-3,531
-7% -$83.7K 0.11% 139
2023
Q2 		$1.21M Sell
51,135
-1,995
-4% -$45K 0.12% 119
2023
Q1 		$1.2M Sell
53,130
-6,411
-11% -$148K 0.13% 115
2022
Q4 		$1.3M Sell
59,541
-15,774
-21% -$346K 0.15% 103
2022
Q3 		$1.52M Buy
75,315
+21,201
+39% +$473K 0.2% 74
2022
Q2 		$1.13M Buy
54,114
+2,238
+4% +$51.6K 0.15% 100
2022
Q1 		$1.31M Hold
51,876
– – 0.16% 87
2021
Q4 		$1.39M Buy
51,876
+3,090
+6% +$82.4K 0.17% 89
2021
Q3 		$1.25M Buy
48,786
+6
+0% +$157 0.17% 90
2021
Q2 		$1.27M Sell
48,780
-183
-0.4% -$4.73K 0.18% 85
2021
Q1 		$1.22M Sell
48,963
-159
-0.3% -$3.86K 0.2% 82
2020
Q4 		$1.12M Buy
49,122
+6
+0% +$125 0.21% 77
2020
Q3 		$908K Sell
49,116
-5,199
-10% -$96.3K 0.2% 82
2020
Q2 		$953K Buy
54,315
+20,715
+62% +$338K 0.21% 85
2020
Q1 		$472K Buy
33,600
+20,502
+157% +$375K 0.08% 217
2019
Q4 		$262K Buy
13,098
+12,048
+1,147% +$233K 0.03% 549
2019
Q3 		$19K Hold
1,050
– – ﹤0.01% 1613
2019
Q2 		$19K Hold
1,050
– – ﹤0.01% 1648
2019
Q1 		$19K Sell
1,050
-1,986
-65% -$35.5K ﹤0.01% 1570
2018
Q4 		$47K Buy
+3,036
New +$53K 0.01% 911

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 $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Quadrant Capital Group's SCHM Position: Q1 2026 in Review

Quadrant Capital Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q1 2026, selling an estimated $25.5K and leaving 43,582 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #438.

Quadrant Capital Group first reported a position in SCHM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.52M in Q3 2022. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Quadrant Capital Group held 43,582 shares of Schwab US Mid-Cap ETF worth $1.35M as of Q1 2026.
  • Quadrant Capital Group sold 800 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $25.5K.
  • Schwab US Mid-Cap ETF made up 0.04% of Quadrant Capital Group's portfolio in Q1 2026, its #438 holding.
  • Quadrant Capital Group first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Quadrant Capital Group's Schwab US Mid-Cap ETF position peaked at $1.52M in Q3 2022.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Quadrant Capital Group's 13F filing for Q1 2026, filed 11 May 2026.