SCHWAB US MID CAP ETF (SCHM) Institutional Ownership and Insiders Activity

SCHWAB US MID CAP ETF (SCHM) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $4.17M based on SEC Form 13F filings for the quarter ended March 31, 2026.

Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $3.56M in SCHM holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.

Institutional Holders

2

Total Reported Value

$4.17M

Largest Holder

Sequoia Financial Advisors

Largest Position

$3.56M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

0

Funds Exiting Positions

0

Top Institutional Owners

View all
InvestorReported Balance