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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
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
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

Quantinno Capital Management's SCHM Position: Q1 2026 in Review

Quantinno Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 39% in Q1 2026, buying an estimated $625K and bringing the position to 69,542 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Quantinno Capital Management first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Quantinno Capital Management held 69,542 shares of Schwab US Mid-Cap ETF worth $2.15M as of Q1 2026.
  • Quantinno Capital Management bought 19,623 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $625K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #1577 holding.
  • Quantinno Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.