ZIM
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Zacks Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Zacks Investment Management’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 		$293K Sell
7,959
-109
-1% -$3.75K ﹤0.01% 595
2026
Q1 		$250K Buy
8,068
+19
+0.2% +$605 ﹤0.01% 618
2025
Q4 		$242K Sell
8,049
-1,335
-14% -$39.8K ﹤0.01% 630
2025
Q3 		$278K Buy
9,384
+958
+11% +$27.9K ﹤0.01% 594
2025
Q2 		$236K Sell
8,426
-74
-0.9% -$1.95K ﹤0.01% 599
2025
Q1 		$223K Sell
8,500
-381
-4% -$10.6K ﹤0.01% 597
2024
Q4 		$246K Buy
8,881
+175
+2% +$4.99K ﹤0.01% 595
2024
Q3 		$241K Sell
8,706
-261
-3% -$6.94K ﹤0.01% 600
2024
Q2 		$233K Sell
8,967
-1,044
-10% -$27.3K ﹤0.01% 552
2024
Q1 		$272K Sell
10,011
-579
-5% -$14.8K ﹤0.01% 560
2023
Q4 		$266K Sell
10,590
-2,187
-17% -$50.1K ﹤0.01% 548
2023
Q3 		$288K Sell
12,777
-351
-3% -$8.32K ﹤0.01% 517
2023
Q2 		$311K Buy
13,128
+138
+1% +$3.11K ﹤0.01% 521
2023
Q1 		$294K Sell
12,990
-363
-3% -$8.36K ﹤0.01% 525
2022
Q4 		$292K Sell
13,353
-405
-3% -$8.88K ﹤0.01% 507
2022
Q3 		$278K Sell
13,758
-9
-0.1% -$201 ﹤0.01% 495
2022
Q2 		$288K Buy
13,767
+168
+1% +$3.88K ﹤0.01% 494
2022
Q1 		$344K Buy
13,599
+1,197
+10% +$30K ﹤0.01% 496
2021
Q4 		$333K Buy
+12,402
New +$331K ﹤0.01% 523
2021
Q3 		– Sell
-13,314
Closed -$347K – 647
2021
Q2 		$347K Sell
13,314
-1,356
-9% -$35K 0.01% 498
2021
Q1 		$364K Sell
14,670
-528
-3% -$12.8K 0.01% 443
2020
Q4 		$345K Buy
15,198
+330
+2% +$6.88K 0.01% 453
2020
Q3 		$275K Buy
14,868
+135
+0.9% +$2.5K 0.01% 463
2020
Q2 		$258K Buy
+14,733
New +$240K 0.01% 457
2020
Q1 		– Sell
-22,020
Closed -$441K – 586
2019
Q4 		$441K Buy
22,020
+8,955
+69% +$173K 0.01% 458
2019
Q3 		$246K Sell
13,065
-1,209
-8% -$22.8K ﹤0.01% 493
2019
Q2 		$272K Sell
14,274
-939
-6% -$17.6K 0.01% 492
2019
Q1 		$281K Buy
+15,213
New +$272K 0.01% 492
2018
Q4 		– Sell
-15,486
Closed -$299K – 578
2018
Q3 		$299K Buy
15,486
+132
+0.9% +$2.52K 0.01% 461
2018
Q2 		$281K Sell
15,354
-12
-0.1% -$217 0.01% 486
2018
Q1 		$271K Sell
15,366
-1,770
-10% -$31.8K 0.01% 481
2017
Q4 		$304K Sell
17,136
-1,059
-6% -$18.3K 0.01% 486
2017
Q3 		$304K Buy
18,195
+324
+2% +$5.27K 0.01% 472
2017
Q2 		$287K Sell
17,871
-453
-2% -$7.2K 0.01% 493
2017
Q1 		$289K Sell
18,324
-144
-0.8% -$2.24K 0.01% 504
2016
Q4 		$278K Sell
18,468
-1,092
-6% -$16K 0.01% 522
2016
Q3 		$284K Buy
19,560
+2,697
+16% +$39K 0.01% 510
2016
Q2 		$236K Sell
16,863
-774
-4% -$10.7K 0.01% 530
2016
Q1 		$239K Sell
17,637
-2,142
-11% -$27K 0.01% 533
2015
Q4 		$264K Sell
19,779
-180
-0.9% -$2.44K 0.01% 482
2015
Q3 		$259K Sell
19,959
-1,332
-6% -$18.5K 0.01% 525
2015
Q2 		$303K Buy
21,291
+1,806
+9% +$26.1K 0.01% 530
2015
Q1 		$280K Buy
19,485
+798
+4% +$11.1K 0.01% 512
2014
Q4 		$253K Buy
18,687
+2,511
+16% +$33.1K 0.01% 542
2014
Q3 		$209K Buy
16,176
+552
+4% +$7.31K 0.01% 629
2014
Q2 		$210K Buy
+15,624
New +$201K 0.01% 638
2014
Q1 		– Sell
-16,872
Closed -$211K – 767
2013
Q4 		$211K Buy
+16,872
New +$203K 0.01% 640

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

Zacks Investment Management's SCHM Position: Q2 2026 in Review

Zacks Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q2 2026, selling an estimated $3.75K and leaving 7,959 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Zacks Investment Management first reported a position in SCHM in Q4 2013 and has held it in 47 quarters since. The position peaked at $441K in Q4 2019. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Zacks Investment Management held 7,959 shares of Schwab US Mid-Cap ETF worth $293K as of Q2 2026.
  • Zacks Investment Management sold 109 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $3.75K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #595 holding.
  • Zacks Investment Management first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 47 quarters since.
  • Zacks Investment Management's Schwab US Mid-Cap ETF position peaked at $441K in Q4 2019.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.