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

Schwab U.S. Mid-Cap ETF logo
$28.97 -0.15 (-0.53%)
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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)
881
Total
Institutional Inflows
(last 12 months)
$4.23B
Number of
Institutional Sellers
(last 12 months)
403
Total
Institutional Outflows
(last 12 months)
$400.91M
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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
7/24/2025Beacon Bridge Wealth Partners LLC121,311$3.40M1.4%+2.1%0.029%
7/24/2025Stonebridge Financial Group LLC38,117$1.07M0.1%+2.6%0.009%
7/24/2025IFP Advisors Inc784,723$22.01M0.6%+1.7%0.190%
7/24/2025Lee Financial Co330,387$9.27M1.3%+2.1%0.080%
7/24/2025Blair William & Co. IL38,962$1.09M0.0%+126.1%0.009%
7/24/2025Game Plan Financial Advisors LLC153,828$4.32M1.9%-13.7%0.037%
7/24/2025US Bancorp DE49,725$1.40M0.0%+11.3%0.012%
7/23/2025Fulton Breakefield Broenniman LLC52,431$1.47M0.1%-1.1%0.013%
7/23/2025Columbus Macro LLC144,528$4.05M0.5%+4.8%0.035%
7/23/2025Values Added Financial LLC85,469$2.40M1.2%+44.1%0.021%
7/23/2025Peak Financial Management Inc.384,713$10.79M3.1%+3.2%0.093%
7/23/2025Clear Creek Financial Management LLC374,178$10.50M1.0%+35.0%0.091%
7/23/2025Richardson Capital Management LLC540,858$15.17M8.0%+9.9%0.131%
7/23/2025Valmark Advisers Inc.108,431$3.04M0.0%-1.0%0.026%
7/23/2025LifeSteps Financial Inc.91,559$2.57M1.8%+17.5%0.022%
7/23/2025Arcataur Capital Management LLC141,545$3.97M1.2%-0.5%0.034%
7/23/2025Madden Advisory Services Inc.155,743$4.37M1.9%+1.8%0.038%
7/23/2025Sax Wealth Advisors LLC8,064$226K0.0%-14.1%0.002%
7/23/2025High Note Wealth LLC849,087$23.82M5.5%+0.2%0.206%
7/23/2025Independent Solutions Wealth Management LLC143,803$4.03M0.8%+5.4%0.035%
7/23/2025Kingswood Wealth Advisors LLC86,193$2.42M0.2%+8.5%0.021%
7/23/2025Roundview Capital LLC136,082$3.82M0.3%+9.1%0.033%
7/23/2025RMG Wealth Management LLC10,780$310K0.0%N/A0.003%
7/23/2025Country Club Bank12,000$335K0.0%-20.0%0.003%
7/23/2025Prime Capital Investment Advisors LLC2,066,956$57.98M0.8%-30.5%0.501%
7/22/2025 D.B. Root & Company LLC58,091$1.63M0.5%-13.9%0.014%
7/22/2025 Relyea Zuckerberg Hanson LLC18,009$505K0.1%-26.3%0.004%
7/22/2025 Belpointe Asset Management LLC24,690$693K0.0%N/A0.006%
7/22/2025 Valley National Advisers Inc.388,095$10.89M1.8%-2.3%0.094%
7/22/2025 Appleton Partners Inc. MA13,784$387K0.0%+38.7%0.003%
7/22/2025 Valeo Financial Advisors LLC53,876$1.51M0.0%N/A0.013%
7/22/2025 Sage Financial Group Inc.950,167$26.65M2.0%-1.9%0.230%
7/22/2025 DAVENPORT & Co LLC408,221$11.45M0.1%-73.6%0.099%
7/22/2025 David Wealth Management LLC16,082$451K0.3%+44.8%0.004%
7/22/2025 Valpey Financial Services LLC142,313$3.99M2.8%N/A0.034%
7/22/2025 Merit Financial Group LLC214,398$6.01M0.1%+89.4%0.052%
7/22/2025 Fortitude Advisory Group L.L.C.31,655$888K0.5%+5.6%0.008%
7/22/2025 Gemmer Asset Management LLC1,408,203$39.50M3.5%-9.4%0.341%
7/22/2025 Carolina Wealth Advisors LLC143,819$4.03M2.0%-1.2%0.035%
7/22/2025 Wealthcare Advisory Partners LLC119,336$3.35M0.1%+66.8%0.029%
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7/22/2025 Berger Financial Group Inc16,289$457K0.0%-6.2%0.004%
7/22/2025 Integrated Capital Management LLC50,516$1.44M0.7%-12.6%0.012%
7/22/2025 Noble Family Wealth LLC677,169$19.00M4.6%+8.8%0.164%
7/22/2025 Compass Financial Group INC SD89,830$2.52M0.4%+9.7%0.022%
7/22/2025 Penobscot Investment Management Company Inc.9,810$275K0.0%-9.8%0.002%
7/21/2025 Single Point Partners LLC39,495$1.11M0.2%+10.5%0.010%
7/21/2025 Fortis Capital Advisors LLC24,690$693K0.1%N/A0.006%
7/21/2025 Sage Financial Management Group Inc.138,064$3.87M1.3%-2.7%0.033%
7/21/2025 Creative Capital Management Investments LLC1,337$38K0.0%N/A0.000%
7/21/2025 Ameritas Advisory Services LLC25,886$726K0.0%-73.8%0.006%
7/21/2025 Asset Advisors Investment Management LLC76,395$2.14M0.2%-16.5%0.019%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management12,819$360K0.0%-37.8%0.003%
7/21/2025 DHJJ Financial Advisors Ltd.197,279$5.53M2.0%-6.1%0.048%
7/21/2025 Warner Financial Inc.51,265$1.44M0.6%-8.3%0.012%
7/21/2025 Exchange Capital Management Inc.90,793$2.55M0.4%-11.1%0.022%
7/21/2025 Capital Planning LLC119,240$3.35M1.1%+1.9%0.029%
7/21/2025 Trinity Legacy Partners LLC470,248$13.36M3.2%+0.5%0.114%
7/21/2025 Investment Planning Advisors Inc.8,061$226K0.1%N/A0.002%
7/21/2025 Red Mountain Financial LLC10,039$282K0.4%-62.8%0.002%
7/21/2025 Patriot Financial Group Insurance Agency LLC12,081$339K0.0%-3.3%0.003%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC99,869$2.80M0.0%-17.7%0.024%
7/18/2025 Schaeffer Financial LLC243,219$6.82M6.7%+5.1%0.059%
7/18/2025 Warren Street Wealth Advisors LLC19,918$559K0.2%-1.8%0.005%
7/18/2025 Parsons Capital Management Inc. RI16,554$464K0.0%-2.9%0.004%
7/18/2025 Pure Financial Advisors LLC193,220$5.42M0.1%-2.7%0.047%
7/18/2025 RKL Wealth Management LLC831,548$23.33M2.1%-7.7%0.201%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.261,445$7.33M0.5%+12.2%0.063%
7/18/2025 Newman Dignan & Sheerar Inc.155,302$4.36M1.0%-5.3%0.038%
7/18/2025 Northeast Financial Group Inc.843,993$23.67M6.9%+2.8%0.204%
7/18/2025 Bartlett & CO. Wealth Management LLC80,989$2.27M0.0%-1.1%0.020%
7/18/2025 Lowery Thomas LLC31,797$892K0.6%-28.7%0.008%
7/18/2025 PFG Investments LLC19,793$555K0.0%+28.5%0.005%
7/18/2025 Victrix Investment Advisors183,852$5.16M2.3%-1.4%0.045%
7/18/2025 Truist Financial Corp314,685$8.83M0.0%+3.4%0.076%
7/18/2025 Powers Advisory Group LLC169,298$4.75M2.1%+2.8%0.041%
7/18/2025 Pennsylvania Capital Management Inc. ADV31,136$873K0.3%+1.9%0.008%
7/17/2025 MBA Advisors LLC78,409$2.20M1.0%-10.8%0.019%
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC1,026,491$28.79M6.2%-5.3%0.249%
7/17/2025 Mokosak Advisory Group LLC1,079,465$30.28M8.6%+2.7%0.261%
7/17/2025 Legacy Wealth Management Inc4,181,932$117.30M7.3%-0.5%1.013%
7/17/2025 Greenleaf Trust35,007$982K0.0%-8.4%0.008%
7/17/2025 K2 Financial Inc.33,537$946K0.8%+8.3%0.008%
7/17/2025 Leverty Financial Group LLC15,038$422K0.1%-70.2%0.004%
7/17/2025 White Pine Investment CO221,951$6.23M1.6%+0.8%0.054%
7/17/2025 Summit Financial Strategies Inc.1,813,315$50.86M4.7%-3.9%0.439%
7/17/2025 Gleason Group Inc.180,601$5.07M0.5%+1.2%0.044%
7/17/2025 LexAurum Advisors LLC362,032$10.16M1.6%+31.6%0.088%
7/17/2025 HB Wealth Management LLC325,882$9.14M0.1%-2.7%0.079%
7/17/2025 Kavar Capital Partners Group LLC313,097$8.78M1.3%+6.4%0.076%
7/17/2025 Janney Montgomery Scott LLC40,404$1.13M0.0%-1.0%0.010%
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7/17/2025 Smith Anglin Financial LLC52,088$1.46M0.1%-6.5%0.013%
7/17/2025 Fifth Third Securities Inc.408,154$11.45M0.9%-1.1%0.099%
7/17/2025 SWS Partners75,247$2.11M0.6%+2.5%0.018%
7/17/2025 Sound Income Strategies LLC1,122$31K0.0%-68.6%0.000%
7/17/2025 Financial Designs Corp8,430$236K0.1%N/A0.002%
7/17/2025 Avior Wealth Management LLC334,624$9.39M0.3%+0.5%0.081%
7/17/2025 Clear Point Advisors Inc.31,490$883K0.7%-7.5%0.008%
7/17/2025 XY Planning Network Inc.11,664$327K0.1%+10.2%0.003%
7/17/2025 Charles Schwab Trust Co7,428$208K0.0%N/A0.002%
7/17/2025 Tiller Private Wealth Inc.358,515$10.06M3.8%-1.0%0.087%
(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, 1,022 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 ($816.83M), HighTower Advisors LLC ($263.09M), Northwestern Mutual Wealth Management Co. ($214.88M), Advisory Alpha LLC ($191.21M), Cerity Partners LLC ($181.00M), 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 976 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. ($36.13M), Cerity Partners LLC ($22.94M), HighTower Advisors LLC ($7.02M), Advisory Alpha LLC ($5.83M), Wealth Enhancement Advisory Services LLC ($4.07M), Legacy Wealth Management Inc ($2.90M), and Raymond James Financial Inc. ($2.42M).

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

Institutional investors have bought a total of 153,012,197 shares in the last 24 months. This purchase volume represents approximately $4.23B in transactions.

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

Of the 401 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: Prime Capital Investment Advisors LLC ($2.02M), Advisory Alpha LLC ($1.74M), DAVENPORT & Co LLC ($1.14M), RKL Wealth Management LLC ($656.84K), Financial Engines Advisors L.L.C. ($636.19K), Fragasso Financial Advisors Inc ($436.60K), and Wealth Enhancement Advisory Services LLC ($320.10K).

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

Institutional investors have sold a total of 14,919,817 shares in the last 24 months. This volume of shares sold represents approximately $400.91M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 7/24/2025 by MarketBeat.com Staff
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