MML Investors Services
SCHM icon

MML Investors Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MML Investors Services’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.7M Buy
399,513
+66,925
+20% +$2.3M 0.03% 505
2026
Q1 		$10.3M Sell
332,588
-29,295
-8% -$933K 0.03% 535
2025
Q4 		$10.9M Sell
361,883
-25,358
-7% -$756K 0.03% 544
2025
Q3 		$11.5M Buy
387,241
+387
+0.1% +$11.3K 0.03% 504
2025
Q2 		$10.9M Sell
386,854
-5,768
-1% -$152K 0.03% 498
2025
Q1 		$10.3M Sell
392,622
-7,621
-2% -$212K 0.03% 455
2024
Q4 		$11.1M Sell
400,243
-12,425
-3% -$354K 0.04% 417
2024
Q3 		$11.4M Buy
412,668
+1,680
+0.4% +$44.7K 0.04% 395
2024
Q2 		$10.7M Sell
410,988
-6,876
-2% -$180K 0.04% 383
2024
Q1 		$11.3M Sell
417,864
-40,620
-9% -$1.04M 0.05% 376
2023
Q4 		$11.5M Buy
458,484
+14,232
+3% +$326K 0.05% 333
2023
Q3 		$10M Buy
444,252
+6,885
+2% +$163K 0.06% 327
2023
Q2 		$10.4M Buy
437,367
+27,162
+7% +$612K 0.06% 320
2023
Q1 		$9.28M Sell
410,205
-9,021
-2% -$208K 0.07% 302
2022
Q4 		$9.17M Sell
419,226
-11,472
-3% -$251K 0.06% 323
2022
Q3 		$8.69M Buy
430,698
+27,123
+7% +$605K 0.07% 283
2022
Q2 		$8.44M Buy
403,575
+2,253
+0.6% +$52K 0.06% 294
2022
Q1 		$10.1M Sell
401,322
-19,383
-5% -$486K 0.07% 276
2021
Q4 		$11.3M Sell
420,705
-926,748
-69% -$24.7M 0.08% 258
2021
Q3 		$34.4M Buy
1,347,453
+20,133
+2% +$526K 0.27% 71
2021
Q2 		$34.6M Sell
1,327,320
-59,595
-4% -$1.54M 0.29% 61
2021
Q1 		$34.4M Buy
1,386,915
+64,299
+5% +$1.56M 0.33% 56
2020
Q4 		$30.1M Sell
1,322,616
-21,273
-2% -$444K 0.32% 67
2020
Q3 		$24.9M Buy
1,343,889
+6,231
+0.5% +$115K 0.31% 68
2020
Q2 		$23.5M Buy
1,337,658
+108,510
+9% +$1.77M 0.31% 76
2020
Q1 		$17.3M Buy
1,229,148
+60,453
+5% +$1.11M 0.3% 79
2019
Q4 		$23.4M Buy
1,168,695
+250,746
+27% +$4.85M 0.34% 64
2019
Q3 		$17.3M Sell
917,949
-49,137
-5% -$928K 0.28% 83
2019
Q2 		$18.4M Buy
967,086
+158,739
+20% +$2.97M 0.26% 95
2019
Q1 		$14.9M Buy
808,347
+521,760
+182% +$9.32M 0.23% 111
2018
Q4 		$4.58M Buy
286,587
+64,485
+29% +$1.13M 0.08% 252
2018
Q3 		$4.28M Buy
222,102
+65,124
+41% +$1.24M 0.07% 262
2018
Q2 		$2.87M Buy
156,978
+21,822
+16% +$395K 0.06% 280
2018
Q1 		$2.38M Buy
135,156
+19,038
+16% +$342K 0.05% 311
2017
Q4 		$2.06M Buy
116,118
+51,255
+79% +$885K 0.04% 345
2017
Q3 		$1.08M Buy
64,863
+23,763
+58% +$386K 0.02% 490
2017
Q2 		$660K Buy
+41,100
New +$653K 0.01% 666

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

MML Investors Services's SCHM Position: Q2 2026 in Review

MML Investors Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 20% in Q2 2026, buying an estimated $2.3M and bringing the position to 399,513 shares worth $14.7M. The position accounts for 0.03% of the portfolio, ranked #505.

MML Investors Services first reported a position in SCHM in Q2 2017 and has held it in 37 quarters since. The position peaked at $34.6M in Q2 2021. 749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • MML Investors Services held 399,513 shares of Schwab US Mid-Cap ETF worth $14.7M as of Q2 2026.
  • MML Investors Services bought 66,925 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.3M.
  • Schwab US Mid-Cap ETF made up 0.03% of MML Investors Services's portfolio in Q2 2026, its #505 holding.
  • MML Investors Services first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 37 quarters since.
  • MML Investors Services's Schwab US Mid-Cap ETF position peaked at $34.6M in Q2 2021.
  • 749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.