Russell Investments Group
SCHM icon

Russell Investments Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Russell Investments 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
Q2 		$141K Buy
3,837
+868
+29% +$29.9K ﹤0.01% 3310
2026
Q1 		$91.9K Sell
2,969
-528
-15% -$16.8K ﹤0.01% 3115
2025
Q4 		$105K Buy
3,497
+7
+0.2% +$209 ﹤0.01% 3040
2025
Q3 		$103K Buy
3,490
+131
+4% +$3.81K ﹤0.01% 3014
2025
Q2 		$94.2K Buy
3,359
+915
+37% +$24.1K ﹤0.01% 2833
2025
Q1 		$64K Buy
2,444
+2,013
+467% +$56.1K ﹤0.01% 2848
2024
Q4 		$11.9K Buy
431
+410
+1,952% +$11.7K ﹤0.01% 3104
2024
Q3 		$551 Sell
21
-60
-74% -$1.6K ﹤0.01% 3564
2024
Q2 		$2.06K Hold
81
– – ﹤0.01% 3344
2024
Q1 		$2.16K Buy
81
+3
+4% +$77 ﹤0.01% 3065
2023
Q4 		$1.99K Hold
78
– – ﹤0.01% 3011
2023
Q3 		$1.78K Hold
78
– – ﹤0.01% 3275
2023
Q2 		$1.86K Hold
78
– – ﹤0.01% 3253
2023
Q1 		$1.77K Buy
+78
New +$1.8K ﹤0.01% 3022

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Russell Investments Group's SCHM Position: Q2 2026 in Review

Russell Investments Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 29% in Q2 2026, buying an estimated $29.9K and bringing the position to 3,837 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #3310.

Russell Investments Group first reported a position in SCHM in Q1 2023 and has held it in 14 quarters since. 800 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Russell Investments Group held 3,837 shares of Schwab US Mid-Cap ETF worth $141K as of Q2 2026.
  • Russell Investments Group bought 868 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $29.9K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3310 holding.
  • Russell Investments Group first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 800 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.