Simplex Trading
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Simplex Trading’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Simplex Trading’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 		$2.54K Buy
+82
New +$2.61K ﹤0.01% 8276
2025
Q3 		– Sell
-205
Closed -$5K – 9938
2025
Q2 		$5K Sell
205
-9
-4% -$237 ﹤0.01% 7767
2025
Q1 		$5K Sell
214
-256
-54% -$7.13K ﹤0.01% 7591
2024
Q4 		$13K Buy
+470
New +$13.4K ﹤0.01% 7025
2022
Q2 		– Sell
-300
Closed -$7K – 10951
2022
Q1 		$7K Hold
300
– – ﹤0.01% 9200
2021
Q4 		$8K Buy
+300
New +$8K ﹤0.01% 9221
2021
Q1 		– Sell
-1,152
Closed -$26K – 9875
2020
Q4 		$26K Buy
1,152
+852
+284% +$17.8K ﹤0.01% 6796
2020
Q3 		$5K Sell
300
-174
-37% -$3.22K ﹤0.01% 7133
2020
Q2 		$8K Sell
474
-726
-61% -$11.8K ﹤0.01% 6766
2020
Q1 		$16K Buy
+1,200
New +$22K ﹤0.01% 6139
2017
Q2 		– Sell
-3,081
Closed -$48K – 6708
2017
Q1 		$48K Buy
+3,081
New +$48K ﹤0.01% 2416
2016
Q2 		– Sell
-489
Closed -$6K – 6382
2016
Q1 		$6K Sell
489
-1,815
-79% -$22.9K ﹤0.01% 3953
2015
Q4 		$30K Buy
2,304
+2,055
+825% +$27.9K ﹤0.01% 2344
2015
Q3 		$3K Buy
+249
New +$3.46K ﹤0.01% 4409
2015
Q2 		– Sell
-639
Closed -$9K – 5780
2015
Q1 		$9K Buy
+639
New +$8.91K ﹤0.01% 3040

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

Simplex Trading's SCHM Position: Q1 2026 in Review

Simplex Trading opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q1 2026: 82 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #8276 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SCHM as recently as Q2 2025.

Simplex Trading first reported a position in SCHM in Q1 2015 and has held it in 15 quarters since. The position peaked at $48K in Q1 2017. 1,013 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Simplex Trading held 82 shares of Schwab US Mid-Cap ETF worth $2.54K as of Q1 2026.
  • Schwab US Mid-Cap ETF was a new Simplex Trading position in Q1 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8276 holding.
  • Simplex Trading first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and has held it in 15 quarters since.
  • Simplex Trading's Schwab US Mid-Cap ETF position peaked at $48K in Q1 2017.
  • 1,013 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.