Manning & Napier Group's SCHM Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 7,980 shares of Schwab U.S. Mid-Cap ETF (SCHM) worth $242,432, representing 0.00% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Manning & Napier Group has initiated a new position in SCHM, representing a fresh investment thesis on this company. Largest addition occurred in Q4 2025, adding 2,100 shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Schwab US Mid-Cap ETF (SCHM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Schwab US Mid-Cap ETF (SCHM) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,100 | Add 35.71% | 7,980 | $30.38 |
| Q3 2025 | +5,880 | New Buy | 5,880 | $29.64 |
Manning & Napier Group's Schwab US Mid-Cap ETF Investment FAQs
Manning & Napier Group first purchased Schwab U.S. Mid-Cap ETF (SCHM) in Q3 2025, acquiring 5,880 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Schwab U.S. Mid-Cap ETF (SCHM) for 2 quarters since Q3 2025.
Manning & Napier Group's largest addition to Schwab U.S. Mid-Cap ETF (SCHM) was in Q3 2025, adding 5,880 shares worth $174,283.
According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 7,980 shares of Schwab U.S. Mid-Cap ETF (SCHM), valued at approximately $242,432.
As of the Q4 2025 filing, Schwab U.S. Mid-Cap ETF (SCHM) represents approximately 0.00% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in Schwab U.S. Mid-Cap ETF (SCHM) was 7,980 shares, as reported at the end of Q4 2025.