As of the latest SEC filings, SCHWAB U.S. MID-CAP ETF (SCHM) is held by 4 institutional funds. The largest fund shareholder is NYLI Growth ETF Allocation Fund (MOEVX), holding an estimated $3,131,378.25 in market value, representing 1.66% of its portfolio.
Funds holding SCHWAB U.S. MID-CAP ETF (SCHM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SCHM
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
MOEVX
NYLI Growth ETF Allocation Fund
|
MF | Independent / Boutique | 1.66% | $3,131,378.25 | 92,235 | Apr 30, 2026 | Jun 25, 2026 |
|
MWFQX
NYLI Equity ETF Allocation Fund
|
MF | Independent / Boutique | 1.59% | $2,470,982.85 | 72,783 | Apr 30, 2026 | Jun 25, 2026 |
|
MDAVX
NYLI Moderate ETF Allocation Fund
|
MF | Independent / Boutique | 1.16% | $2,394,561.40 | 70,532 | Apr 30, 2026 | Jun 25, 2026 |
|
MNERX
NYLI Conservative ETF Allocation Fund
|
MF | Independent / Boutique | 0.63% | $389,576.25 | 11,475 | Apr 30, 2026 | Jun 25, 2026 |
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