Guru Ownership Trend
Guru Analysis for Schwab U.S. Mid-Cap ETF (SCHM)
Schwab U.S. Mid-Cap ETF (SCHM), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $10.42 M.
Top institutional holders include Cliff Asness and Manning & Napier Group.
Institutional sentiment is currently Bullish. This is evidenced by a $673,391.16 net inflow during the quarter.
Recent activity highlights Manning & Napier Group who opened a new position.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.01% | Add 5.5% | 324,955 | $9.63 M | Q3 2025 | |
| 0.00% | New Buy | 5,880 | $174,283 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Schwab U.S. Mid-Cap ETF (SCHM)
Major holders include Cliff Asness ($9.63 M), Manning & Napier Group ($174,283). According to the latest reported data, 2 tracked investment managers collectively hold approximately 330,835 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $673,391.16, with 2 managers increasing positions and 0 managers reducing holdings.
No tracked managers reduced or fully exited their positions in SCHM during the most recent reporting period.
Yes, 1 managers opened new positions in SCHM, and 1 increased their existing holdings. The total reported buy value was $673,391.16.