SVRN Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$453K Hold
12,279
0.23% 36
2026
Q1
$380K Hold
12,279
0.37% 30
2025
Q4
$369K Buy
+12,279
New +$366K 0.3% 32

Other funds holding SCHM

SVRN Asset Management's SCHM Position: Q2 2026 in Review

SVRN Asset Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 12,279 shares worth $453K. The position accounts for 0.23% of the portfolio, ranked #36.

SVRN Asset Management first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • SVRN Asset Management held 12,279 shares of Schwab US Mid-Cap ETF worth $453K as of Q2 2026.
  • SVRN Asset Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.23% of SVRN Asset Management's portfolio in Q2 2026, its #36 holding.
  • SVRN Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on SVRN Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.