UBS AM’s Schwab US Mid-Cap ETF SCHM Stock Holding History

UBS AM’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	$3.37M	Sell	91,305 -292,331	-76%	-$10.1M	﹤0.01%	1811
2026 Q1	$11.9M	Buy	383,636 +258,036	+205%	+$8.22M	﹤0.01%	1109
2025 Q4	$3.78M	Buy	+125,600	New	+$3.74M	﹤0.01%	1599
2019 Q4	–	Sell	-97,668	Closed	-$1.84M	–	2772
2019 Q3	$1.84M	Buy	97,668 +6,735	+7%	+$127K	﹤0.01%	1641
2019 Q2	$1.73M	Buy	90,933 +6,102	+7%	+$114K	﹤0.01%	1663
2019 Q1	$1.57M	Sell	84,831 -1,827	-2%	-$32.6K	﹤0.01%	1637
2018 Q4	$1.38M	Buy	86,658 +83,403	+2,562%	+$1.46M	﹤0.01%	1599
2018 Q3	$62.8K	Buy	+3,255	New	+$62K	﹤0.01%	2552

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS AM's SCHM Position: Q2 2026 in Review

UBS AM reduced its Schwab US Mid-Cap ETF (SCHM) stake by 76% in Q2 2026, selling an estimated $10.1M and leaving 91,305 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

UBS AM first reported a position in SCHM in Q3 2018 and has held it in 8 quarters since. The position peaked at $11.9M in Q1 2026. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

UBS AM held 91,305 shares of Schwab US Mid-Cap ETF worth $3.37M as of Q2 2026.
UBS AM sold 292,331 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $10.1M.
Schwab US Mid-Cap ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1811 holding.
UBS AM first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 8 quarters since.
UBS AM's Schwab US Mid-Cap ETF position peaked at $11.9M in Q1 2026.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.