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 $4.37M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $3.76M 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
$4.37M
Largest Holder
Sequoia Financial Advisors
Largest Position
$3.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$3.76M
- Renaissance Technologies LLC$603,720
SCHM News
All news- St. Johns Investment Management Company Q2 Activity: Major BHP Acquisition and ETF Adjustments
Aug 8, 2026 · valut.ai
- Schaeffer Financial Llc Portfolio Changes in Q3 2026
Aug 5, 2026 · valut.ai
- Mokosak Advisory Group Q2 2026 Investment Activity
Aug 5, 2026 · valut.ai
- CDKV Holdings LLC Q2 2026 Portfolio Activity: Major Purchases and Sales Observed
Aug 4, 2026 · valut.ai
- Seneca Financial Advisors Llc Q2 2026 Portfolio Adjustments: Focus on Schwab and Vanguard Funds
Jul 30, 2026 · valut.ai
- Horizon Financial Services LLC Q2 2026 Portfolio Activity: Significant Buys and Sells Observed
Jul 21, 2026 · valut.ai
- River's Edge Wealth Management Q2 Portfolio Activity Analysis
Jul 19, 2026 · valut.ai
- White & Co Financial Planning Inc Portfolio Concentration Analysis: High Allocation in SCHWab ETFs
Jul 18, 2026 · valut.ai
Related SCHM Institutional Insights:
- SCHM Institutional Ownership & Insiders Activity
- SCHM Institutional Ownership & 13F Activity
- SCHM Top Institutional Shareholders
- SCHM Institutional Buying Activity
- SCHM Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- SCHM Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings