Qube Research & Technologies (QRT)
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Qube Research & Technologies (QRT)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Qube Research & Technologies (QRT)’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 		$69.4K Buy
2,241
+2,146
+2,259% +$68.3K ﹤0.01% 3122
2025
Q4 		$2.86K Buy
+95
New +$2.83K ﹤0.01% 3565
2025
Q3 		– Sell
-380
Closed -$10.7K – 3909
2025
Q2 		$10.7K Sell
380
-6,811
-95% -$180K ﹤0.01% 3312
2025
Q1 		$188K Buy
7,191
+266
+4% +$7.41K ﹤0.01% 2885
2024
Q4 		$192K Buy
6,925
+3,010
+77% +$85.8K ﹤0.01% 2845
2024
Q3 		$108K Sell
3,915
-4,944
-56% -$131K ﹤0.01% 2728
2024
Q2 		$230K Buy
8,859
+5,397
+156% +$141K ﹤0.01% 2389
2024
Q1 		$94K Buy
3,462
+2,922
+541% +$74.5K ﹤0.01% 3323
2023
Q4 		$13.6K Buy
+540
New +$12.4K ﹤0.01% 3558
2023
Q3 		– Sell
-2,115
Closed -$35.6K – 4297
2023
Q2 		$35.6K Buy
+2,115
New +$47.7K ﹤0.01% 2107
2023
Q1 		– Sell
-1,266
Closed -$27.7K – 2970
2022
Q4 		$27.7K Buy
1,266
+1,131
+838% +$24.8K ﹤0.01% 2207
2022
Q3 		$3K Buy
+135
New +$3.01K ﹤0.01% 2421
2021
Q4 		– Sell
-3,900
Closed -$100K – 2912
2021
Q3 		$100K Buy
+3,900
New +$102K ﹤0.01% 1793

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

Qube Research & Technologies (QRT)'s SCHM Position: Q1 2026 in Review

Qube Research & Technologies (QRT) increased its Schwab US Mid-Cap ETF (SCHM) stake by 2,259% in Q1 2026, buying an estimated $68.3K and bringing the position to 2,241 shares worth $69.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3122.

Qube Research & Technologies (QRT) first reported a position in SCHM in Q3 2021 and has held it in 13 quarters since. The position peaked at $230K in Q2 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Qube Research & Technologies (QRT) held 2,241 shares of Schwab US Mid-Cap ETF worth $69.4K as of Q1 2026.
  • Qube Research & Technologies (QRT) bought 2,146 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $68.3K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #3122 holding.
  • Qube Research & Technologies (QRT) first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and has held it in 13 quarters since.
  • Qube Research & Technologies (QRT)'s Schwab US Mid-Cap ETF position peaked at $230K in Q2 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.