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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Corient Private Wealth Llc, Envestnet Asset Management Inc, Serenity Investment Advisors, North Star Asset Management Inc, and Ruggaard & Associates Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+139,644+9.9%1,553,972$57.16MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+34+0.1%24,729$911.76KQ2 2026Sep 23, 2026
Anchor Investment Management, LlcSell-892-0.4%204,286$7.53MQ2 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcBuy+202+212.6%297$10.94KQ2 2026Sep 15, 2026
Talon Private Wealth, LlcSell-1-2.9%34$1.25KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+1,463+2.8%53,469$1.97MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+2,561+8.5%32,561$1.20MQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-866-9.5%8,212$302.78KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-141,332-17.1%686,859$25.32MQ2 2026Aug 27, 2026
Serenity Investment AdvisorsBuy+40,466—40,466$1.46MQ2 2026Aug 24, 2026
Bernard Wealth Management Corp.Buy+3,067+1.0%312,545$11.52MQ2 2026Aug 21, 2026
Gill Capital Partners, LlcSell-14,067-5.5%242,964$8.96MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-1,522-16.1%7,958$293.40KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+7,753+0.9%873,101$32.19MQ2 2026Aug 19, 2026
Wilson & Boucher Capital Management, LlcBuy+1,300+6.0%23,090$851.33KQ2 2026Aug 19, 2026
Archer Investment CorpSell-780-72.6%295$10.86KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+306+1.1%29,282$1.08MQ2 2026Aug 19, 2026
North Star Asset Management IncBuy+21,596+5.9%386,953$14.27MQ2 2026Aug 18, 2026
Denver Pwm, LlcBuy+3,476+0.7%512,689$18.82MQ2 2026Aug 18, 2026
Leo H. Evart, Inc.Sell-1,415-1.7%82,792$3.05MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+1,168+0.1%1,484,018$54.72MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+517—517$19.07KQ2 2026Aug 18, 2026
Tilia Fiduciary Partners, Inc.Sell-272-2.2%12,375$456.25KQ2 2026Aug 18, 2026
Ruggaard & Associates LlcBuy+19,011—19,011$700.94KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+18,543+18.7%117,937$4.35MQ2 2026Aug 17, 2026
Jacobs Equity LlcBuy+12,296+13.5%103,557$3.82MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+8,542—8,542$314.94KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-4,497-2.4%181,950$6.71MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+3,082—3,082$113.64KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-1,675-1.5%110,125$4.06MQ2 2026Aug 17, 2026
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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.