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Tower Research Capital (TRC)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tower Research Capital (TRC)’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
2025
Q4 		– Sell
-53,738
Closed -$1.59M – 5529
2025
Q3 		$1.59M Sell
53,738
-47,457
-47% -$1.38M 0.04% 354
2025
Q2 		$2.84M Buy
+101,195
New +$2.67M 0.08% 234
2024
Q4 		– Sell
-30,636
Closed -$849K – 5961
2024
Q3 		$849K Buy
+30,636
New +$815K 0.02% 612
2024
Q2 		– Sell
-46,068
Closed -$1.25M – 5971
2024
Q1 		$1.25M Buy
46,068
+38,544
+512% +$983K 0.03% 431
2023
Q4 		$189K Buy
+7,524
New +$172K ﹤0.01% 2150
2023
Q3 		– Sell
-28,752
Closed -$681K – 6186
2023
Q2 		$681K Sell
28,752
-24,786
-46% -$559K 0.02% 762
2023
Q1 		$1.21M Sell
53,538
-75,303
-58% -$1.73M 0.04% 363
2022
Q4 		$2.82M Buy
128,841
+75,567
+142% +$1.66M 0.12% 123
2022
Q3 		$1.07M Buy
53,274
+52,935
+15,615% +$1.18M 0.02% 680
2022
Q2 		$7K Buy
339
+114
+51% +$2.63K ﹤0.01% 4823
2022
Q1 		$6K Sell
225
-8,418
-97% -$211K ﹤0.01% 4921
2021
Q4 		$232K Sell
8,643
-43,077
-83% -$1.15M ﹤0.01% 1643
2021
Q3 		$1.32M Buy
51,720
+33,192
+179% +$867K 0.03% 400
2021
Q2 		$483K Buy
+18,528
New +$479K 0.01% 1219
2021
Q1 		– Sell
-5,880
Closed -$134K – 5676
2020
Q4 		$134K Sell
5,880
-1,983
-25% -$41.4K ﹤0.01% 2081
2020
Q3 		$145K Sell
7,863
-31,245
-80% -$579K ﹤0.01% 2849
2020
Q2 		$686K Sell
39,108
-27,342
-41% -$446K 0.03% 776
2020
Q1 		$933K Buy
66,450
+13,560
+26% +$248K 0.06% 242
2019
Q4 		$1.06M Sell
52,890
-45,441
-46% -$880K 0.09% 105
2019
Q3 		$1.85M Buy
98,331
+72,720
+284% +$1.37M 0.13% 134
2019
Q2 		$487K Buy
+25,611
New +$479K 0.03% 474
2019
Q1 		– Sell
-72,345
Closed -$1.16M – 4218
2018
Q4 		$1.16M Buy
72,345
+56,373
+353% +$985K 0.08% 239
2018
Q3 		$308K Sell
15,972
-54,939
-77% -$1.05M 0.02% 743
2018
Q2 		$1.3M Sell
70,911
-49,464
-41% -$895K 0.07% 269
2018
Q1 		$2.12M Buy
120,375
+114,177
+1,842% +$2.05M 0.18% 81
2017
Q4 		$110K Sell
6,198
-96,432
-94% -$1.66M 0.01% 827
2017
Q3 		$1.71M Buy
102,630
+18,660
+22% +$303K 0.14% 83
2017
Q2 		$1.35M Buy
+83,970
New +$1.33M 0.15% 114
2016
Q2 		– Sell
-85,491
Closed -$1.16M – 4902
2016
Q1 		$1.16M Buy
85,491
+65,325
+324% +$824K 0.17% 97
2015
Q4 		$269K Sell
20,166
-179,445
-90% -$2.44M 0.04% 161
2015
Q3 		$2.59M Buy
199,611
+162,414
+437% +$2.26M 0.25% 54
2015
Q2 		$529K Sell
37,197
-54,690
-60% -$791K 0.05% 136
2015
Q1 		$1.32M Buy
91,887
+73,599
+402% +$1.03M 0.16% 80
2014
Q4 		$248K Sell
18,288
-41,106
-69% -$541K 0.02% 245
2014
Q3 		$766K Sell
59,394
-45,594
-43% -$604K 0.09% 193
2014
Q2 		$1.41M Buy
+104,988
New +$1.35M 0.18% 61

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Tower Research Capital (TRC)'s SCHM Position: Q4 2025 in Review

Tower Research Capital (TRC) sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2025, closing a stake of 53,738 shares — an estimated $1.59M sold.

Tower Research Capital (TRC) first reported a position in SCHM in Q2 2014 and held it in 36 quarters. The position peaked at $2.84M in Q2 2025. 995 funds tracked by Wall St. Rank hold SCHM as of Q4 2025.

  • Tower Research Capital (TRC) reported no remaining Schwab US Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 53,738 Schwab US Mid-Cap ETF shares in Q4 2025, an estimated $1.59M.
  • Tower Research Capital (TRC) first reported a position in Schwab US Mid-Cap ETF in Q2 2014 and held it in 36 quarters.
  • Tower Research Capital (TRC)'s Schwab US Mid-Cap ETF position peaked at $2.84M in Q2 2025.
  • 995 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2025, filed 17 Feb 2026.