Rockefeller Capital Management
SCHM icon

Rockefeller Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Rockefeller Capital Management’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 		$16.5M Buy
446,605
+51,888
+13% +$1.79M 0.03% 548
2026
Q1 		$12.2M Sell
394,717
-11,791
-3% -$375K 0.02% 604
2025
Q4 		$12.2M Buy
406,508
+17,448
+4% +$520K 0.02% 591
2025
Q3 		$11.5M Buy
389,060
+2,658
+0.7% +$77.4K 0.02% 587
2025
Q2 		$10.8M Buy
386,402
+4,993
+1% +$132K 0.02% 584
2025
Q1 		$9.99M Buy
381,409
+6,424
+2% +$179K 0.02% 568
2024
Q4 		$10.4M Buy
374,985
+7,461
+2% +$213K 0.03% 547
2024
Q3 		$10.2M Buy
367,524
+10,689
+3% +$284K 0.03% 547
2024
Q2 		$9.26M Buy
356,835
+24,084
+7% +$630K 0.03% 537
2024
Q1 		$9.03M Sell
332,751
-17,259
-5% -$440K 0.03% 534
2023
Q4 		$8.79M Buy
350,010
+5,223
+2% +$120K 0.03% 498
2023
Q3 		$7.78M Buy
344,787
+99,567
+41% +$2.36M 0.03% 482
2023
Q2 		$5.58M Buy
245,220
+52,071
+27% +$1.17M 0.02% 569
2023
Q1 		$4.37M Sell
193,149
-16,710
-8% -$385K 0.02% 602
2022
Q4 		$4.59M Buy
209,859
+3,084
+1% +$67.6K 0.02% 544
2022
Q3 		$4.17M Buy
206,775
+187,356
+965% +$4.18M 0.02% 578
2022
Q2 		$405K Buy
19,419
+10,575
+120% +$244K ﹤0.01% 1344
2022
Q1 		$223K Buy
8,844
+375
+4% +$9.4K ﹤0.01% 1640
2021
Q4 		$226K Buy
8,469
+7,419
+707% +$198K ﹤0.01% 1595
2021
Q3 		$26K Sell
1,050
-144
-12% -$3.76K ﹤0.01% 2472
2021
Q2 		$31K Buy
1,194
+1,023
+598% +$26.4K ﹤0.01% 2287
2021
Q1 		$4K Buy
+171
New +$4.15K ﹤0.01% 2979

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Rockefeller Capital Management's SCHM Position: Q2 2026 in Review

Rockefeller Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 13% in Q2 2026, buying an estimated $1.79M and bringing the position to 446,605 shares worth $16.5M. The position accounts for 0.03% of the portfolio, ranked #548.

Rockefeller Capital Management first reported a position in SCHM in Q1 2021 and has held it in 22 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Rockefeller Capital Management held 446,605 shares of Schwab US Mid-Cap ETF worth $16.5M as of Q2 2026.
  • Rockefeller Capital Management bought 51,888 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.79M.
  • Schwab US Mid-Cap ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q2 2026, its #548 holding.
  • Rockefeller Capital Management first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.