Schwab U.S. Mid-Cap ETF (SCHM) Institutional Ownership

$80.48
+0.06 (+0.07%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Number of
Institutional Buyers
(last 12 months)
484
Total
Institutional Inflows
(last 12 months)
$2.23B
Number of
Institutional Sellers
(last 12 months)
402
Total
Institutional Outflows
(last 12 months)
$671.88M
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SCHM Institutional Buying and Selling by Quarter

Schwab U.S. Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI45,397$3.70M0.1%-1.9%0.032%
5/17/2024National Wealth Management Group LLC11,412$929K0.7%-4.7%0.008%
5/17/2024 Comerica Bank3,214$262K0.0%-49.1%0.002%
5/17/2024 Clear Point Advisors Inc.11,882$968K0.8%-10.2%0.008%
5/16/2024 B. Riley Wealth Advisors Inc.15,918$1.30M0.0%+17.2%0.011%
5/16/2024 Vawter Financial Ltd.2,543$207K0.2%N/A0.002%
5/16/2024 Waverly Advisors LLC142,209$11.58M0.3%N/A0.099%
5/16/2024 Econ Financial Services Corp21,017$1.71M1.1%-22.2%0.015%
5/15/2024 Flow Traders U.S. LLC34,798$2.83M0.2%+368.2%0.024%
5/14/2024 EP Wealth Advisors LLC16,927$1.38M0.0%-8.3%0.012%
5/14/2024 Sculati Wealth Management LLC69,744$5.68M2.4%-2.3%0.049%
5/14/2024 Sentinel Pension Advisors Inc.47,094$3.84M0.8%-48.0%0.033%
5/14/2024 Burns Matteson Capital Management LLC12,071$983K0.6%-3.3%0.008%
5/14/2024 InterOcean Capital Group LLC15,548$1.27M0.0%-2.3%0.011%
5/13/2024 Hilltop Partners LLC12,135$988K0.4%-11.9%0.008%
5/13/2024 Goepper Burkhardt LLC15,065$1.20M0.6%+6.4%0.011%
5/13/2024Cedar Wealth Management LLC14,554$1.19M0.4%-1.2%0.010%
5/13/2024 O Shaughnessy Asset Management LLC4,019$327K0.0%+6.6%0.003%
5/11/2024 Brogan Financial Inc.6,186$504K0.3%+3.6%0.004%
5/11/2024 Lcnb Corp2,560$208K0.1%N/A0.002%
5/11/2024 Resurgent Financial Advisors LLC7,506$611K0.3%+100.2%0.005%
5/11/2024 Peak Asset Management LLC3,049$248K0.0%-36.3%0.002%
5/11/2024 Exencial Wealth Advisors LLC331,433$26.99M1.0%+9.2%0.231%
5/11/2024 Northern Capital Management Inc.85,255$6.94M4.8%-2.8%0.059%
5/10/2024 Osaic Holdings Inc.143,939$11.72M0.0%-9.4%0.100%
5/10/2024 Blue Barn Wealth LLC45,590$3.71M2.1%-1.4%0.032%
5/10/2024 Fiducient Advisors LLC28,036$2.28M0.5%N/A0.020%
5/10/2024 Towercrest Capital Management136,643$11.13M1.9%-2.5%0.095%
5/10/2024 Kelman Lazarov Inc.13,913$1.13M0.2%+8.1%0.010%
5/10/2024 Nwam LLC11,290$894K0.1%+2.5%0.008%
5/9/2024 ProVise Management Group LLC235,340$19.16M1.7%-9.4%0.164%
5/9/2024 Orion Portfolio Solutions LLC10,243$834K0.0%+14.0%0.007%
5/9/2024 Blair William & Co. IL6,932$564K0.0%+36.7%0.005%
5/9/2024 HBK Sorce Advisory LLC217,410$17.70M0.6%-21.3%0.152%
5/9/2024 Kingsview Wealth Management LLC14,509$1.18M0.0%+0.9%0.010%
5/9/2024 Condor Capital Management15,441$1.26M0.1%-2.2%0.011%
5/9/2024 JBR Co Financial Management Inc8,775$715K0.6%-5.7%0.006%
5/9/2024 Clearwater Capital Advisors LLC125,352$10.21M1.1%+0.2%0.087%
5/9/2024 Souders Financial Advisors45,325$3.69M0.6%+0.5%0.032%
5/9/2024 Koshinski Asset Management Inc.203,092$16.54M1.7%+1,352.2%0.142%
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5/8/2024 Schneider Downs Wealth Management Advisors LP82,431$6.71M1.5%+1.7%0.058%
5/8/2024 Cozad Asset Management Inc.10,598$863K0.1%-11.0%0.007%
5/8/2024 Sheets Smith Wealth Management24,443$1.99M0.2%-94.5%0.017%
5/8/2024 Bleakley Financial Group LLC200,958$16.36M0.5%+2.0%0.140%
5/8/2024 US Bancorp DE14,738$1.20M0.0%+31.9%0.010%
5/8/2024 Watershed Private Wealth LLC9,065$738K0.3%+95.2%0.006%
5/8/2024 Thoroughbred Financial Services LLC12,140$988K0.1%-6.3%0.008%
5/7/2024 NorthRock Partners LLC13,800$1.12M0.1%-28.5%0.010%
5/7/2024 KCM Investment Advisors LLC21,861$1.78M0.1%-2.8%0.015%
5/7/2024 Pillar Wealth Advisors LLC112,663$9.17M6.9%-7.8%0.079%
5/7/2024 PFG Advisors15,789$1.29M0.1%+5.7%0.011%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,856$314K0.0%-38.7%0.003%
5/7/2024 Wealthspire Advisors LLC35,581$2.90M0.0%+1.3%0.025%
5/7/2024 Marquette Asset Management LLC35,141$2.86M0.5%-0.5%0.025%
5/6/2024 Envestnet Portfolio Solutions Inc.69,449$5.66M0.0%+22.4%0.048%
5/6/2024 SYM FINANCIAL Corp4,753$387K0.1%-68.9%0.003%
5/6/2024 Gill Capital Partners LLC69,660$5.32M2.2%+2.6%0.049%
5/6/2024 Staley Capital Advisers Inc.22,735$1.85M0.1%-1.4%0.016%
5/6/2024 Advisory Alpha LLC1,713,535$139.54M5.7%+12.0%1.195%
5/4/2024 Blue Square Asset Management LLC133,018$10.83M7.2%-16.8%0.093%
5/4/2024 Beacon Bridge Wealth Partners LLC39,579$3.22M1.5%-26.8%0.028%
5/4/2024 Essex LLC169,989$13.84M3.2%+7.8%0.119%
5/4/2024 DAVENPORT & Co LLC418,439$34.07M0.2%+6.8%0.292%
5/4/2024 Paulson Wealth Management Inc.16,869$1.37M0.4%-13.1%0.012%
5/4/2024 Csenge Advisory Group11,598$944K0.1%-7.5%0.008%
5/4/2024 Joseph P. Lucia & Associates LLC27,725$2.26M1.2%-3.5%0.019%
5/3/2024 Embree Financial Group15,362$1.25M0.2%+4.1%0.011%
5/3/2024 Larson Financial Group LLC164,372$13.39M1.0%-2.3%0.115%
5/3/2024 Lutz Financial Services LLC202,144$16.46M1.4%-0.6%0.141%
5/3/2024 Nicollet Investment Management Inc.40,157$3.27M1.2%+1.0%0.028%
5/3/2024 Whittier Trust Co. of Nevada Inc.126,157$10.27M0.3%-0.4%0.088%
5/2/2024 Mutual Advisors LLC46,359$3.78M0.1%-13.4%0.032%
5/2/2024 Paradigm Strategies in Wealth Management LLC46,622$3.80M2.3%-1.0%0.033%
5/2/2024 Graypoint LLC15,609$1.27M0.1%-1.9%0.011%
5/2/2024 Pittenger & Anderson Inc.166,147$13.53M0.5%+1.1%0.116%
5/2/2024 Clear Investment Research LLC13,546$1.10M1.5%-6.9%0.009%
5/2/2024 Vantage Financial Partners LLC146,571$11.94M3.2%+1.9%0.102%
5/2/2024 Lincoln National Corp72,314$5.89M0.1%+24.0%0.050%
5/2/2024 Almanack Investment Partners LLC.5,820$474K0.1%-22.7%0.004%
5/2/2024 Alliance Wealth Management Group136,560$11.12M3.2%-2.5%0.095%
5/2/2024 Choreo LLC20,354$1.66M0.0%-1.9%0.014%
5/2/2024 Schaeffer Financial LLC111,859$9.11M9.1%-0.3%0.078%
5/2/2024 REDW Wealth LLC2,495$203K0.1%N/A0.002%
5/2/2024 High Note Wealth LLC240,447$19.58M6.4%+50.3%0.168%
5/1/2024 Janney Montgomery Scott LLC15,094$1.23M0.0%-12.3%0.011%
5/1/2024 Avior Wealth Management LLC104,744$8.53M0.4%+0.8%0.073%
5/1/2024 Mission Wealth Management LP7,588$618K0.0%N/A0.005%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.34,190$2.78M0.2%-1.5%0.024%
5/1/2024 Sequoia Financial Advisors LLC28,233$2.30M0.0%-1.9%0.020%
5/1/2024 Diversify Advisory Services LLC4,203$340K0.0%N/A0.003%
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4/30/2024 Private Advisor Group LLC67,744$5.52M0.0%-3.0%0.047%
4/30/2024 J.W. Cole Advisors Inc.14,142$1.15M0.1%+15.7%0.010%
4/30/2024 Curtis Advisory Group LLC5,755$469K0.2%-4.4%0.004%
4/30/2024 Hartline Investment Corp15,989$1.30M0.2%+463.2%0.011%
4/30/2024 Fairman Group LLC1,838$150K0.1%+20.4%0.001%
4/30/2024 SWS Partners29,293$2.39M0.7%+31.0%0.020%
4/30/2024 LifePlan Financial LLC7,503$611K0.6%-2.8%0.005%
4/30/2024 Saxony Capital Management LLC2,995$244K0.3%N/A0.002%
4/30/2024 Valued Wealth Advisors LLC400$33K0.0%+3,900.0%0.000%
4/30/2024 Valley Forge Investment Consultants Inc. ADV91,468$7.45M2.9%+27.0%0.064%
(Data available from 1/1/2016 forward)

SCHM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHM shares?

During the previous two years, 843 institutional investors and hedge funds held shares of Schwab U.S. Mid-Cap ETF. The most heavily invested institutionals were Cerity Partners LLC ($1.43B), Financial Engines Advisors L.L.C. ($1.39B), Creative Planning ($772.73M), HighTower Advisors LLC ($241.99M), Wealth Enhancement Advisory Services LLC ($174.27M), Advisory Alpha LLC ($139.54M), and Prime Capital Investment Advisors LLC ($129.46M).Learn more on SCHM's institutional investors.

Which institutional investors have been buying Schwab U.S. Mid-Cap ETF stock?

Of the 698 institutional investors that purchased Schwab U.S. Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cerity Partners LLC ($18.04M), Financial Engines Advisors L.L.C. ($5.91M), Creative Planning ($3.92M), Gradient Investments LLC ($1.03M), HBK Sorce Advisory LLC ($775.91K), HighTower Advisors LLC ($722.03K), and Advisory Alpha LLC ($454.82K).

How much institutional buying is happening at Schwab U.S. Mid-Cap ETF?

Institutional investors have bought a total of 49,692,242 shares in the last 24 months. This purchase volume represents approximately $3.48B in transactions.

Which Schwab U.S. Mid-Cap ETF major shareholders have been selling company stock?

Of the 552 institutional investors that sold Schwab U.S. Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HBK Sorce Advisory LLC ($1.13M), Moneta Group Investment Advisors LLC ($1.12M), Gradient Investments LLC ($1.03M), BLB&B Advisors LLC ($960.22K), Brookstone Capital Management ($594.46K), Sheets Smith Wealth Management ($443.07K), and Pinkerton Retirement Specialists LLC ($386.59K).

How much institutional selling is happening at Schwab U.S. Mid-Cap ETF?

Institutional investors have sold a total of 17,756,267 shares in the last 24 months. This volume of shares sold represents approximately $1.23B in transactions.


This page (NYSEARCA:SCHM) was last updated on 5/18/2024 by MarketBeat.com Staff

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