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Two Sigma Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Two Sigma Securities’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
Q3 		– Sell
-8,247
Closed -$231K – 1924
2025
Q2 		$231K Buy
+8,247
New +$218K 0.03% 832
2024
Q4 		– Sell
-19,302
Closed -$535K – 2978
2024
Q3 		$535K Buy
+19,302
New +$513K 0.01% 1272
2023
Q2 		– Sell
-16,629
Closed -$376K – 3279
2023
Q1 		$376K Buy
+16,629
New +$383K 0.01% 1481
2022
Q2 		– Sell
-13,923
Closed -$352K – 2773
2022
Q1 		$352K Buy
13,923
+4,695
+51% +$118K 0.01% 1270
2021
Q4 		$247K Buy
+9,228
New +$246K 0.01% 939

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 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 $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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Two Sigma Securities's SCHM Position: Q3 2025 in Review

Two Sigma Securities sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 8,247 shares — an estimated $231K sold.

Two Sigma Securities first reported a position in SCHM in Q4 2021 and held it in 5 quarters. The position peaked at $535K in Q3 2024. 944 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Two Sigma Securities reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Two Sigma Securities sold 8,247 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $231K.
  • Two Sigma Securities first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
  • Two Sigma Securities's Schwab US Mid-Cap ETF position peaked at $535K in Q3 2024.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

Based on Two Sigma Securities's 13F filing for Q3 2025, filed 14 Nov 2025.