UBS AM
SCHM icon

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
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

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