Quantinno Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Quantinno Capital 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	$4.24M	Buy	114,983 +45,441	+65%	+$1.56M	0.01%	1387
2026 Q1	$2.15M	Buy	69,542 +19,623	+39%	+$625K	﹤0.01%	1577
2025 Q4	$1.5M	Buy	49,919 +14,699	+42%	+$438K	﹤0.01%	1512
2025 Q3	$1.04M	Buy	35,220 +17,505	+99%	+$510K	﹤0.01%	1474
2025 Q2	$497K	Buy	17,715 +9,822	+124%	+$259K	﹤0.01%	1654
2025 Q1	$207K	Sell	7,893 -888	-10%	-$24.7K	﹤0.01%	1863
2024 Q4	$243K	Buy	+8,781	New	+$250K	﹤0.01%	1467

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quantinno Capital Management's SCHM Position: Q2 2026 in Review

Quantinno Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 65% in Q2 2026, buying an estimated $1.56M and bringing the position to 114,983 shares worth $4.24M. The position accounts for 0.01% of the portfolio, ranked #1387.

Quantinno Capital Management first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Quantinno Capital Management held 114,983 shares of Schwab US Mid-Cap ETF worth $4.24M as of Q2 2026.
Quantinno Capital Management bought 45,441 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.56M.
Schwab US Mid-Cap ETF made up 0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #1387 holding.
Quantinno Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.