SCHWAB US MID CAP ETF (SCHM) Stock Institutional Trading Activity
SCHWAB US MID CAP ETF (SCHM) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q3 2025), investors with some of the largest reported share count changes include Sequoia Financial Advisors, Renaissance Technologies LLC, and Eagle Capital Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
Explore more:
- SCHWAB US MID CAP ETF (SCHM) stock institutional ownership
- SCHWAB US MID CAP ETF (SCHM) stock insider trading activity
- Stock rankings
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2017 | Eagle Capital Management | Buy | 24,872 | 185,105 | $8,761 |
| Q4 2016 | Sequoia Financial Advisors | Buy | 690 | 15,099 | $682 |
| Q4 2016 | Eagle Capital Management | Buy | 135,590 | 160,233 | $7,235 |
| Q3 2016 | Sequoia Financial Advisors | Buy | 14,409 | 14,409 | $627 |
| Q3 2014 | Eagle Capital Management | Sell | -143 | 24,643 | $954 |
| Q2 2014 | Eagle Capital Management | Buy | 1,106 | 24,786 | $997 |
| Q1 2014 | Eagle Capital Management | Sell | -81,127 | 23,680 | $914 |
| Q4 2013 | Eagle Capital Management | Buy | 104,807 | 104,807 | $3,924 |
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.