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

Schwab U.S. Mid-Cap ETF logo
$28.71 +0.16 (+0.56%)
Closing price 07/3/2025 05:00 PM Eastern
Extended Trading
$28.66 -0.05 (-0.18%)
As of 07/3/2025 05:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
866
Total
Institutional Inflows
(last 12 months)
$4.15B
Number of
Institutional Sellers
(last 12 months)
391
Total
Institutional Outflows
(last 12 months)
$296.27M
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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
7/3/2025Collective Family Office LLC60,846$1.71M0.4%-1.1%0.015%
7/1/2025 Burkett Financial Services LLC89,249$2.50M0.9%+1.6%0.022%
7/1/2025 Bush Investment Group LLC361,512$10.14M6.8%-2.3%0.088%
6/10/2025Birchbrook Inc.185,186$4.85M2.7%-8.5%0.045%
6/6/2025eCIO Inc.21,616$566K0.2%N/A0.005%
6/5/2025Osterweis Capital Management Inc.6,132$161K0.0%-36.5%0.001%
5/28/2025Jones Financial Companies Lllp1,658,202$43.41M0.0%+28.6%0.399%
5/27/2025Jacobi Capital Management LLC266,158$6.97M0.5%-5.5%0.064%
5/27/2025SWS Partners73,438$1.92M0.6%-4.7%0.018%
5/21/2025McAdam LLC101,189$2.65M0.2%+18.6%0.024%
5/20/2025Tenret Co LLC9,529$250K0.2%-20.5%0.002%
5/20/2025Focus Partners Wealth640,723$16.79M0.0%+78.9%0.154%
5/20/2025Anchor Investment Management LLC203,737$5.34M0.5%+0.9%0.049%
5/19/2025Jane Street Group LLC13,783$361K0.0%-63.9%0.003%
5/19/2025SageView Advisory Group LLC25,406$666K0.0%-5.0%0.006%
5/19/2025Advisory Alpha LLC7,300,752$191.21M6.5%+27.7%1.757%
5/19/2025Game Plan Financial Advisors LLC178,149$4.67M2.3%+0.7%0.043%
5/19/2025SCS Capital Management LLC55,551$1.46M0.0%N/A0.013%
5/16/2025Wilson & Boucher Capital Management LLC22,290$584K0.4%-18.6%0.005%
5/16/2025Signature Estate & Investment Advisors LLC60,233$1.58M0.0%-1.1%0.014%
5/16/2025Everstar Asset Management LLC22,974$602K0.1%+130.5%0.006%
5/16/2025Goldman Sachs Group Inc.485,015$12.71M0.0%+1.0%0.118%
5/16/2025Cape Investment Advisory Inc.209,831$5.50M2.2%-1.4%0.050%
5/16/2025Jones Financial Companies Lllp1,031,605$26.95M0.0%-20.0%0.248%
5/16/2025Plancorp LLC17,098$448K0.0%+17.4%0.004%
5/16/2025National Wealth Management Group LLC28,712$752K0.5%-8.8%0.007%
5/16/2025NewEdge Advisors LLC103,929$2.72M0.0%-21.2%0.025%
5/16/2025Integrated Wealth Concepts LLC47,087$1.23M0.0%-34.3%0.011%
5/16/2025Greenline Partners LLC5,675$149K0.0%+355.5%0.001%
5/16/2025Curi RMB Capital LLC932,112$24.42M0.6%-9.2%0.224%
5/16/2025AQR Capital Management LLC298,919$7.83M0.0%+22.7%0.072%
5/15/2025EP Wealth Advisors LLC36,924$967K0.0%+1.1%0.009%
5/15/2025Flputnam Investment Management Co.29,594$775K0.0%-30.2%0.007%
5/15/2025Royal Bank of Canada154,252$4.04M0.0%+5.1%0.037%
5/15/2025Betterment LLC157,139$4.12M0.0%+97.1%0.038%
5/15/2025MAI Capital Management688,912$18.05M0.1%+4.8%0.166%
5/15/2025KMT Wealth Management LLC10,179$267K0.2%N/A0.002%
5/15/2025Baird Financial Group Inc.240,193$6.29M0.0%-7.5%0.058%
5/15/2025Mission Creek Capital Partners Inc.11,126$292K0.1%-6.3%0.003%
5/15/2025Okabena Investment Services Inc.29,712$778K0.2%N/A0.007%
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5/14/2025Ieq Capital LLC40,838$1.07M0.0%N/A0.010%
5/14/2025Quadcap Wealth Management LLC57,417$1.50M0.2%-22.0%0.014%
5/14/2025Broadleaf Partners LLC219,217$5.74M1.5%-0.3%0.053%
5/14/2025Smartleaf Asset Management LLC19,310$505K0.0%+544.5%0.005%
5/14/2025Northwestern Mutual Wealth Management Co.8,201,534$214.88M0.2%+8.1%1.973%
5/14/2025Trinity Legacy Partners LLC467,830$12.88M3.3%+4.3%0.113%
5/14/2025Sax Wealth Advisors LLC9,384$246K0.0%N/A0.002%
5/14/2025Kestra Advisory Services LLC128,815$3.38M0.0%-25.7%0.031%
5/14/2025Rede Wealth LLC32,928$863K0.3%+1.8%0.008%
5/14/2025D.B. Root & Company LLC67,476$1.77M0.6%-15.9%0.016%
5/14/2025Wescott Financial Advisory Group LLC109,425$2.87M0.3%-1.9%0.026%
5/14/2025Compound Planning Inc.63,014$1.65M0.1%+4.6%0.015%
5/14/2025Ameriprise Financial Inc.1,819,929$47.68M0.0%-14.4%0.438%
5/14/2025CW Advisors LLC230,460$6.07M0.1%+16.5%0.055%
5/14/2025Summit Financial LLC56,966$1.49M0.0%-12.7%0.014%
5/14/2025Joseph P. Lucia & Associates LLC77,079$2.02M0.9%-0.8%0.019%
5/14/2025Osterweis Capital Management Inc.6,132$161K0.0%-36.5%0.001%
5/14/2025Asset Management Group Inc.556,210$14.57M2.7%-0.7%0.134%
5/14/2025Breed s Hill Capital LLC116,217$3.05M1.6%+19.4%0.028%
5/14/2025Tradition Wealth Management LLC91,476$2.40M0.2%+1.2%0.022%
5/14/2025Venture Visionary Partners LLC61,665$1.62M0.1%+1.2%0.015%
5/14/2025Berkshire Asset Management LLC PA654,843$17.30M0.8%+5.0%0.158%
5/14/2025HC Advisors LLC102,620$2.69M2.0%-0.4%0.025%
5/14/2025Colonial Trust Advisors9,910$260K0.0%N/A0.002%
5/14/2025Lee Financial Co323,669$8.48M1.3%-1.8%0.078%
5/14/2025RWA Wealth Partners LLC37,383$979K0.0%-2.5%0.009%
5/14/2025Voisard Asset Management Group Inc.103,356$2.71M0.8%-25.4%0.025%
5/13/2025Aptus Capital Advisors LLC95,628$2.51M0.0%-1.1%0.023%
5/13/2025Compass Financial Group INC SD81,924$2.15M0.4%+5.6%0.020%
5/13/2025Seek First Inc.53,144$1.39M1.2%N/A0.013%
5/13/2025Raymond James Financial Inc.2,415,522$63.29M0.0%-0.2%0.581%
5/13/2025Cresset Asset Management LLC276,200$7.24M0.0%+6.0%0.066%
5/13/2025Schneider Downs Wealth Management Advisors LP326,433$8.55M1.5%+13.3%0.079%
5/13/2025FCA Corp TX16,445$431K0.1%-2.3%0.004%
5/13/2025Compass Advisory Group LLC650,988$17.06M5.9%+5.8%0.157%
5/13/2025Long Island Wealth Management Inc.102,292$2.68M1.6%+11.4%0.025%
5/13/2025Kovitz Investment Group Partners LLC35,524$931K0.0%+54.1%0.009%
5/13/2025Holderness Investments Co.37,405$980K0.2%-19.9%0.009%
5/13/2025American Money Management LLC253,881$6.65M1.3%+3.2%0.061%
5/13/2025NFP Retirement Inc.75,531$1.98M0.2%-3.7%0.018%
5/13/2025WESCAP Management Group Inc.147,099$3.85M0.9%-19.1%0.035%
5/13/2025Russell Investments Group Ltd.2,444$64K0.0%+467.1%0.001%
5/13/2025Sherwood Financial Partners LLC510,035$13.36M13.0%+1.7%0.123%
5/13/2025HighTower Advisors LLC10,041,554$263.09M0.4%-0.4%2.416%
5/13/2025Peak Financial Management Inc.372,940$9.77M2.9%+1.0%0.090%
5/12/2025Kohmann Bosshard Financial Services LLC229,516$6.01M0.7%-16.0%0.055%
5/12/2025Financial Engines Advisors L.L.C.58,765,352$1.54B3.3%-1.1%14.140%
5/12/2025WP Advisors LLC40,675$1.07M0.4%N/A0.010%
5/12/2025Meridian Wealth Management LLC250,409$6.56M0.3%-1.4%0.060%
5/12/2025Independent Advisor Alliance16,238$425K0.0%-84.9%0.004%
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5/12/2025Paulson Wealth Management Inc.14,769$387K0.1%-57.8%0.004%
5/12/2025SouthState Corp35,682$935K0.0%N/A0.009%
5/12/2025Northeast Financial Group Inc.820,667$21.50M7.5%+5.6%0.198%
5/12/2025Athena Investment Management80,879$2.12M1.3%+2.4%0.019%
5/12/2025Atlas Capital Advisors Inc.122,328$3.21M0.4%-8.2%0.029%
5/12/2025Berger Financial Group Inc17,362$455K0.0%-25.5%0.004%
5/12/2025True North Advisors LLC117,051$3.07M0.5%N/A0.028%
5/12/2025Benjamin Edwards Inc.475,255$12.45M0.2%+59.7%0.114%
5/12/2025NWK Group Inc.4,952$130K0.1%-16.2%0.001%
5/12/2025Condor Capital Management39,153$1.03M0.1%-8.9%0.009%
(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, 1,015 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 ($154.67M).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 967 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 ($2.92M), 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 150,458,211 shares in the last 24 months. This purchase volume represents approximately $4.15B in transactions.

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

Of the 391 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), Prime Capital Investment Advisors LLC ($1.11M), Financial Engines Advisors L.L.C. ($636.19K), RKL Wealth Management LLC ($587.92K), Fragasso Financial Advisors Inc ($344.27K), Ameriprise Financial Inc. ($307.21K), and Creative Planning ($297.57K).

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

Institutional investors have sold a total of 11,213,843 shares in the last 24 months. This volume of shares sold represents approximately $296.27M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 7/4/2025 by MarketBeat.com Staff
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