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TIAA-CREF Individual & Institutional Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TIAA-CREF Individual & Institutional Services’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 		$353K Buy
9,586
+168
+2% +$5.78K ﹤0.01% 533
2026
Q1 		$292K Buy
+9,418
New +$300K ﹤0.01% 554

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services's SCHM Position: Q2 2026 in Review

TIAA-CREF Individual & Institutional Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q2 2026, buying an estimated $5.78K and bringing the position to 9,586 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

TIAA-CREF Individual & Institutional Services first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • TIAA-CREF Individual & Institutional Services held 9,586 shares of Schwab US Mid-Cap ETF worth $353K as of Q2 2026.
  • TIAA-CREF Individual & Institutional Services bought 168 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $5.78K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q2 2026, its #533 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q2 2026, filed 10 Aug 2026.