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

Schwab U.S. Mid-Cap ETF logo
$29.98 +0.16 (+0.55%)
As of 01:06 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Number of
Institutional Buyers
(last 12 months)
895
Total
Institutional Inflows
(last 12 months)
$4.41B
Number of
Institutional Sellers
(last 12 months)
438
Total
Institutional Outflows
(last 12 months)
$528.70M
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SCHM Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/21/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,164$212K0.0%N/A0.002%
10/21/2025Brookwood Investment Group LLC24,799$735K0.1%N/A0.006%
10/21/2025Cascade Financial Partners LLC33,768$1.00M0.1%+4.1%0.008%
10/21/2025Econ Financial Services Corp61,872$1.83M0.9%-2.1%0.015%
10/21/2025Watershed Private Wealth LLC19,844$588K0.2%-24.3%0.005%
10/21/2025Relyea Zuckerberg Hanson LLC16,264$482K0.1%-9.7%0.004%
10/21/2025Silver Oak Securities Incorporated201,590$5.98M0.4%+7.0%0.049%
10/21/2025Sentinel Pension Advisors LLC85,094$2.52M0.4%-1.2%0.021%
10/21/2025White & Co Financial Planning Inc432,570$12.82M9.7%-0.2%0.105%
10/21/2025Financial Consulate Inc.23,212$688K0.1%N/A0.006%
10/21/2025Reston Wealth Management LLC202,489$6.00M1.9%+10.7%0.049%
10/21/2025Mokosak Advisory Group LLC1,096,069$32.49M8.5%+1.5%0.267%
10/21/2025Cantor Fitzgerald Investment Advisors L.P.223,016$6.61M0.4%-14.7%0.054%
10/20/2025Pinnacle Wealth Management Advisory Group LLC107,075$3.17M0.2%-1.5%0.026%
10/20/2025Northwest Capital Management Inc49,277$1.46M1.5%-41.2%0.012%
10/20/2025Balance Wealth LLC13,668$405K0.1%+34.0%0.003%
10/20/2025Miracle Mile Advisors LLC93,324$2.77M0.0%-19.0%0.023%
10/20/2025DHJJ Financial Advisors Ltd.200,375$5.94M2.0%+1.6%0.049%
10/20/2025Merit Financial Group LLC211,014$6.25M0.1%-1.6%0.051%
10/20/2025Meridian Financial Advisors LLC14,153$419K0.2%-9.0%0.003%
10/20/2025Joseph P. Lucia & Associates LLC74,426$2.21M0.8%-0.7%0.018%
10/20/2025Squire Investment Management Company LLC36,276$1.08M0.4%+9.4%0.009%
10/20/2025American Financial & Tax Strategies Inc.8,038$238K0.1%-4.6%0.002%
10/20/2025Pure Financial Advisors LLC191,370$5.67M0.1%-1.0%0.047%
10/17/20251900 Wealth Management LLC46,973$1.39M0.1%+1.6%0.011%
10/17/2025Goldstone Financial Group LLC8,732$259K0.0%N/A0.002%
10/17/2025Kavar Capital Partners Group LLC344,233$10.20M1.4%+9.9%0.084%
10/17/2025Total Wealth Planning LLC9,106$270K0.0%-10.2%0.002%
10/17/2025Valley National Advisers Inc.381,039$11.29M1.7%-1.8%0.093%
10/17/2025Sunburst Financial Group LLC69,412$2.06M0.4%-1.5%0.017%
10/17/2025Perigon Wealth Management LLC133,972$3.97M0.1%-2.1%0.033%
10/17/2025Valley Forge Investment Consultants Inc. ADV284,720$8.44M2.5%+2.9%0.069%
10/17/2025Apollon Wealth Management LLC118,327$3.51M0.1%+108.4%0.029%
10/16/2025 Vestment Financial LLC19,389$580K0.3%-9.9%0.005%
10/16/2025 Columbus Macro LLC142,009$4.21M0.5%-1.7%0.035%
10/16/2025 Hengehold Capital Management LLC6,974$207K0.0%N/A0.002%
10/16/2025 Fulton Breakefield Broenniman LLC51,339$1.52M0.1%-2.1%0.013%
10/16/2025 Hilltop Wealth Advisors LLC159,202$4.72M2.5%+1.3%0.039%
10/16/2025 Asset Planning Services Inc. LA ADV19,331$573K0.2%+4.4%0.005%
10/16/2025 Gleason Group Inc.175,533$5.20M0.5%-2.8%0.043%
10/16/2025 Burns Matteson Capital Management LLC33,932$1.01M0.3%-3.2%0.008%
10/16/2025 SWS Partners74,449$2.21M0.5%-1.1%0.018%
10/16/2025 K2 Financial Inc.38,599$1.14M0.9%+15.1%0.009%
10/16/2025 CRA Financial Services LLC81,871$2.43M0.3%-0.6%0.020%
10/16/2025 LifeSteps Financial Inc.90,871$2.69M1.7%-0.8%0.022%
10/16/2025 Richards Merrill & Peterson Inc.3,815$113K0.0%+44.5%0.001%
10/16/2025 John W. Brooker & Co. CPAs66,412$1.97M4.0%-1.5%0.016%
10/16/2025 HBK Sorce Advisory LLC367,102$10.94M0.3%-6.8%0.089%
10/15/2025 CWM LLC178,513$5.29M0.0%-14.4%0.043%
10/15/2025 Clayton Financial Group LLC8,485$252K0.2%+12.3%0.002%
10/15/2025 Patriot Investment Management Group Inc.303,670$9.00M0.6%-2.5%0.074%
10/15/2025 Gemmer Asset Management LLC993,325$29.44M2.4%-29.5%0.242%
10/15/2025 Curbstone Financial Management Corp486,619$14.42M2.8%-1.5%0.118%
10/15/2025 Brookstone Capital Management205,371$6.09M0.1%+2.4%0.050%
10/15/2025 Triangle Securities Wealth Management516,968$15.32M3.5%-0.3%0.126%
10/15/2025 Manchester Financial Inc.217,848$6.46M1.3%-44.1%0.053%
10/15/2025 DAVENPORT & Co LLC382,525$11.34M0.1%-6.3%0.093%
10/15/2025 Plancorp LLC15,070$447K0.0%-11.9%0.004%
10/15/2025 Meriwether Wealth & Planning LLC8,235$244K0.1%+5.0%0.002%
10/15/2025 Crescent Sterling Ltd.36,070$1.07M1.1%-1.1%0.009%
10/15/2025 MJT & Associates Financial Advisory Group Inc.3,960$117K0.1%-31.3%0.001%
10/14/2025 Voisard Asset Management Group Inc.54,011$1.60M0.4%-32.3%0.013%
10/14/2025 White Pine Investment CO226,887$6.73M1.6%+2.2%0.055%
10/14/2025 Bulwark Capital Corp2,699$80K0.1%+31.1%0.001%
10/14/2025 Trust Co. of Vermont947$28K0.0%-68.3%0.000%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC99,291$2.94M0.0%-0.6%0.024%
10/14/2025 Farther Finance Advisors LLC380,357$11.27M0.2%+1.0%0.093%
10/14/2025 Juncture Wealth Strategies LLC88,494$2.62M0.9%-9.2%0.022%
10/14/2025 Berger Financial Group Inc15,818$469K0.0%-2.9%0.004%
10/14/2025 HBK Sorce Advisory LLC375,881$11.28M0.2%-4.5%0.091%
10/14/2025 S.A. Mason LLC46,817$1.39M0.6%+1.1%0.011%
10/14/2025 Bernard Wealth Management Corp.304,715$9.03M3.8%+0.7%0.074%
10/14/2025 Brighton Jones LLC30,009$889K0.0%-2.2%0.007%
10/14/2025 Harbor Group Inc.478,779$14.19M2.3%-0.2%0.116%
10/14/2025 JBR Co Financial Management Inc23,695$702K0.3%-6.0%0.006%
10/14/2025 Capital Insight Partners LLC6,935$206K0.0%N/A0.002%
10/10/2025 Fifth Third Securities Inc.412,116$12.22M0.8%+1.0%0.100%
10/10/2025 Spinnaker Investment Group LLC454,127$13.46M2.5%+10.3%0.110%
10/10/2025 Tilia Fiduciary Partners Inc.13,094$388K0.2%-13.9%0.003%
10/10/2025 Legacy Wealth Management Inc4,204,735$124.63M7.3%+0.5%1.023%
10/10/2025 Red Door Wealth Management LLC78,152$2.32M0.2%-4.6%0.019%
10/10/2025 Trust Point Inc.287,723$8.53M0.7%-1.9%0.070%
10/10/2025 Newton One Investments LLC192,120$5.69M1.7%+0.4%0.047%
10/10/2025 Flputnam Investment Management Co.25,869$767K0.0%-4.3%0.006%
10/10/2025 Sharkey Howes & Javer44,628$1.32M0.2%-5.2%0.011%
10/10/2025 Envision Financial LLC126,986$3.76M2.2%-2.1%0.031%
10/10/2025 Focus Financial Network Inc.435,431$12.91M0.5%-2.3%0.106%
10/10/2025 Five Pine Wealth Management32,752$971K0.7%-1.2%0.008%
10/10/2025 Signal Advisors Wealth LLC14,343$425K0.0%+15.2%0.003%
10/9/2025 AdvisorNet Financial Inc173,883$5.15M0.3%+40.7%0.042%
10/9/2025 Newman Dignan & Sheerar Inc.149,815$4.44M1.0%-3.5%0.036%
10/9/2025 Princeton Global Asset Management LLC34,455$1.02M0.2%+2.5%0.008%
10/9/2025 Breakthru Advisory Services LLC9,436$280K0.2%N/A0.002%
10/9/2025 Prentice Wealth Management LLC107,122$3.18M0.8%+6.3%0.026%
10/9/2025 Redhawk Wealth Advisors Inc.27,099$803K0.1%-11.1%0.007%
10/9/2025 Peak Financial Management Inc.387,714$11.49M3.0%+0.8%0.094%
10/9/2025 Affinity Capital Advisors LLC82,294$2.46M0.4%-8.1%0.020%
10/9/2025 Dynamic Advisor Solutions LLC932,529$27.64M0.8%-2.8%0.227%
10/9/2025 Contravisory Investment Management Inc.26,472$785K0.2%+570.5%0.006%
10/9/2025 Embree Financial Group55,952$1.66M0.2%-3.4%0.014%
(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, 1,032 institutional investors and hedge funds held shares of Schwab U.S. Mid-Cap ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.54B), Creative Planning ($830.38M), Northwestern Mutual Wealth Management Co. ($288.14M), HighTower Advisors LLC ($263.09M), Advisory Alpha LLC ($234.88M), Cerity Partners LLC ($168.41M), and Wealth Enhancement Advisory Services LLC ($166.45M).Learn more on Schwab U.S. Mid-Cap ETF's institutional investors.

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

Of the 990 institutional investors that purchased Schwab U.S. Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Engines Advisors L.L.C. ($35.19M), Cerity Partners LLC ($22.70M), HighTower Advisors LLC ($7.02M), Advisory Alpha LLC ($6.79M), Wealth Enhancement Advisory Services LLC ($4.07M), Northwestern Mutual Wealth Management Co. ($3.26M), and Legacy Wealth Management Inc ($2.92M).

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

Institutional investors have bought a total of 159,488,666 shares in the last 24 months. This purchase volume represents approximately $4.41B in transactions.

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

Of the 437 institutional investors that sold Schwab U.S. Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisory Alpha LLC ($1.74M), Thrivent Financial for Lutherans ($1.55M), DAVENPORT & Co LLC ($1.16M), Prime Capital Investment Advisors LLC ($944.46K), Cerity Partners LLC ($904.31K), RKL Wealth Management LLC ($656.84K), and Financial Engines Advisors L.L.C. ($636.19K).

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

Institutional investors have sold a total of 19,285,172 shares in the last 24 months. This volume of shares sold represents approximately $528.70M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 10/21/2025 by MarketBeat.com Staff
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