Neuberger Berman Group
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Neuberger Berman Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Neuberger Berman Group’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
Q1 		$302K Buy
+9,750
New +$310K ﹤0.01% 1835
2025
Q4 		– Sell
-6,900
Closed -$205K – 2183
2025
Q3 		$205K Buy
+6,900
New +$201K ﹤0.01% 1910

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Northwestern Mutual Wealth Management
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MGIA
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AA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Neuberger Berman Group's SCHM Position: Q1 2026 in Review

Neuberger Berman Group opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q1 2026: 9,750 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #1835 among its holdings. This is a return to the name: Neuberger Berman Group previously reported a position in SCHM as recently as Q3 2025.

Neuberger Berman Group first reported a position in SCHM in Q3 2025 and has held it in 2 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Neuberger Berman Group held 9,750 shares of Schwab US Mid-Cap ETF worth $302K as of Q1 2026.
  • Schwab US Mid-Cap ETF was a new Neuberger Berman Group position in Q1 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1835 holding.
  • Neuberger Berman Group first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.