SCHWAB US MID CAP ETF (SCHM) Institutional Ownership Changes & 13F Activity

SCHWAB US MID CAP ETF (SCHM) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, and Eagle Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-32,10019,500$603,720
Q1 2026Sequoia Financial AdvisorsBuy608115,062$3,562,324
Q4 2025Sequoia Financial AdvisorsBuy5,924114,454$3,441,647
Q3 2025Sequoia Financial AdvisorsSell-2,103108,530$3,216,841
Q2 2025Sequoia Financial AdvisorsBuy27,943110,633$3,103,250
Q1 2025Renaissance Technologies LLCSell-14,50051,600$1,351,920
Q1 2025Sequoia Financial AdvisorsSell-2,37082,690$2,166,486
Q4 2024Sequoia Financial AdvisorsBuy58,53285,060$2,357,007
Q4 2024Renaissance Technologies LLCBuy54,60066,100$1,831,631
Q3 2024Sequoia Financial AdvisorsSell-98926,528$2,204,185
Q2 2024Sequoia Financial AdvisorsSell-71627,517$2,141,682
Q1 2024Sequoia Financial AdvisorsSell-53928,233$2,299,049
Q4 2023Sequoia Financial AdvisorsSell-1428,772$2,167,079
Q3 2023Renaissance Technologies LLCBuy5,50011,500$778
Q3 2023Sequoia Financial AdvisorsBuy1,89928,786$1,948,229
Q2 2023Sequoia Financial AdvisorsSell-5,65026,887$1,909,758
Q2 2023Renaissance Technologies LLCSell-5,5006,000$426
Q1 2023Sequoia Financial AdvisorsSell-42832,537$2,207,638
Q4 2022Sequoia Financial AdvisorsBuy6,66032,965$2,162,865
Q4 2022Renaissance Technologies LLCSell-4,90011,500$755
Q3 2022Sequoia Financial AdvisorsSell-5,50726,305$1,592
Q3 2022Renaissance Technologies LLCSell-5,20016,400$993
Q2 2022Renaissance Technologies LLCBuy18,40021,600$1,355
Q2 2022Sequoia Financial AdvisorsSell-17,35531,812$1,996
Q1 2022Sequoia Financial AdvisorsBuy2,74549,167$3,730
Q4 2021Sequoia Financial AdvisorsBuy33,56546,422$3,734
Q4 2021Renaissance Technologies LLCSell-24,1003,200$257
Q3 2021Sequoia Financial AdvisorsSell-28,10712,857$986
Q3 2021Renaissance Technologies LLCBuy5,10027,300$2,093
Q2 2021Renaissance Technologies LLCBuy15,10022,200$1,738

Frequently asked questions about SCHM activity

  • Which institutional owners are buying SCHM?

    Institutional owners buying SCHM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHM activity?

    "Buy" means an investor increased their reported position in SCHM compared to the prior reporting period. This reflects growing exposure to SCHWAB US MID CAP ETF (SCHM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHM increasing?

    Institutional interest in SCHM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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