Bleakley Financial Group LLC Increases Stock Holdings in Schwab U.S. Mid-Cap ETF $SCHM

Posted by ABMN Staff on May 26th, 2026

Bleakley Financial Group LLC boosted its position in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 3.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 651,235 shares of the company’s stock after purchasing an additional 19,970 shares during the period. Bleakley Financial Group LLC owned about 0.16% of Schwab U.S. Mid-Cap ETF worth $19,583,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Caprock Group LLC purchased a new position in Schwab U.S. Mid-Cap ETF in the third quarter worth about $697,000. Belpointe Asset Management LLC boosted its position in Schwab U.S. Mid-Cap ETF by 85.8% in the third quarter. Belpointe Asset Management LLC now owns 45,867 shares of the company’s stock worth $1,359,000 after purchasing an additional 21,177 shares during the last quarter. Arkadios Wealth Advisors purchased a new position in Schwab U.S. Mid-Cap ETF in the third quarter worth about $727,000. Dorato Capital Management purchased a new position in Schwab U.S. Mid-Cap ETF in the fourth quarter worth about $2,361,000. Finally, Cassilly Financial Group LLC purchased a new position in Schwab U.S. Mid-Cap ETF in the fourth quarter worth about $1,154,000.

Schwab U.S. Mid-Cap ETF Stock Performance

Shares of NYSEARCA:SCHM opened at $34.73 on Tuesday. The stock has a market capitalization of $14.58 billion, a price-to-earnings ratio of 18.83 and a beta of 1.04. The stock’s 50-day simple moving average is $32.83 and its two-hundred day simple moving average is $31.71. Schwab U.S. Mid-Cap ETF has a 52-week low of $26.45 and a 52-week high of $35.03.

Schwab U.S. Mid-Cap ETF Profile

(Free Report)

The Schwab U.S. Mid-Cap ETF (SCHM) is an exchange-traded fund that mostly invests in mid cap equity. The fund tracks a market cap-weighted index of mid-cap stocks in the Dow Jones US Total Stock Market Index. SCHM was launched on Jan 13, 2011 and is managed by Charles Schwab.