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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +139,644 | +9.9% | 1,553,972 | $57.16M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +34 | +0.1% | 24,729 | $911.76K | Q2 2026 | Sep 23, 2026 |
| Anchor Investment Management, Llc | Sell | -892 | -0.4% | 204,286 | $7.53M | Q2 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Buy | +202 | +212.6% | 297 | $10.94K | Q2 2026 | Sep 15, 2026 |
| Talon Private Wealth, Llc | Sell | -1 | -2.9% | 34 | $1.25K | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +1,463 | +2.8% | 53,469 | $1.97M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +2,561 | +8.5% | 32,561 | $1.20M | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -866 | -9.5% | 8,212 | $302.78K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -141,332 | -17.1% | 686,859 | $25.32M | Q2 2026 | Aug 27, 2026 |
| Serenity Investment Advisors | Buy | +40,466 | — | 40,466 | $1.46M | Q2 2026 | Aug 24, 2026 |
| Bernard Wealth Management Corp. | Buy | +3,067 | +1.0% | 312,545 | $11.52M | Q2 2026 | Aug 21, 2026 |
| Gill Capital Partners, Llc | Sell | -14,067 | -5.5% | 242,964 | $8.96M | Q2 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -1,522 | -16.1% | 7,958 | $293.40K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +7,753 | +0.9% | 873,101 | $32.19M | Q2 2026 | Aug 19, 2026 |
| Wilson & Boucher Capital Management, Llc | Buy | +1,300 | +6.0% | 23,090 | $851.33K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -780 | -72.6% | 295 | $10.86K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +306 | +1.1% | 29,282 | $1.08M | Q2 2026 | Aug 19, 2026 |
| North Star Asset Management Inc | Buy | +21,596 | +5.9% | 386,953 | $14.27M | Q2 2026 | Aug 18, 2026 |
| Denver Pwm, Llc | Buy | +3,476 | +0.7% | 512,689 | $18.82M | Q2 2026 | Aug 18, 2026 |
| Leo H. Evart, Inc. | Sell | -1,415 | -1.7% | 82,792 | $3.05M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,168 | +0.1% | 1,484,018 | $54.72M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +517 | — | 517 | $19.07K | Q2 2026 | Aug 18, 2026 |
| Tilia Fiduciary Partners, Inc. | Sell | -272 | -2.2% | 12,375 | $456.25K | Q2 2026 | Aug 18, 2026 |
| Ruggaard & Associates Llc | Buy | +19,011 | — | 19,011 | $700.94K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +18,543 | +18.7% | 117,937 | $4.35M | Q2 2026 | Aug 17, 2026 |
| Jacobs Equity Llc | Buy | +12,296 | +13.5% | 103,557 | $3.82M | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Buy | +8,542 | — | 8,542 | $314.94K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -4,497 | -2.4% | 181,950 | $6.71M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +3,082 | — | 3,082 | $113.64K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -1,675 | -1.5% | 110,125 | $4.06M | Q2 2026 | Aug 17, 2026 |
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.