SCHM · Schwab U.S. Mid-Cap ETF ETF
$35.83
+0.20 (+0.56%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $37,660,934
Total Shares: 1,021,452
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
67.2%
−12.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,360
Highly concentrated−1,424
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
1
Decreased
0
Sold Out
1
Unchanged
1
Holder count:
+2
Institutional value:
+405.0%
Shares held:
+324.1%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +101,396 | 293,784 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 686,859 | $25,324,491 | |
| Mid Parkside Financial Bank & Trust | 32,561 | $1,200,524 | |
| Mega CITADEL ADVISORS LLC | 8,212 | $302,776 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 48,453 | $1,500,104 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC SCHM | $25,324,491 | 67.24% | 686,859 | Shares | 2026-08-27 | |
| Small Range Advisory, LLC SCHM | $10,831,816 | 28.76% | 293,784 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank SCHM | $1,200,524 | 3.19% | 32,561 | Shares | 2026-09-04 | |
| Mega CITADEL ADVISORS LLC SCHM | $302,776 | 0.80% | 8,212 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC SCHM | $1,327 | 0.00% | 36 | Shares | 2026-08-27 |