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 Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $17.93 M.
Top institutional holders include Cliff Asness and Manning & Napier Group.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $465,089.2 net outflow during the quarter.
Recent activity highlights Joel Greenblatt who opened a new position. Conversely, Cliff Asness reduced exposure by 0.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Schwab U.S. Mid-Cap ETF (SCHM)
Major holders include Cliff Asness ($17.93 M), Manning & Napier Group ($294,223), Joel Greenblatt ($220,814). According to the latest reported data, 3 tracked investment managers collectively hold approximately 500,390 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $465,089.2, with 1 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited SCHM. The total reported sell value was $685,903.2.
Yes, 1 managers opened new positions in SCHM, and 0 increased their existing holdings. The total reported buy value was $220,814.