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

Schwab U.S. Mid-Cap ETF logo
$29.62 +0.01 (+0.03%)
Closing price 04:10 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)
894
Total
Institutional Inflows
(last 12 months)
$4.41B
Number of
Institutional Sellers
(last 12 months)
435
Total
Institutional Outflows
(last 12 months)
$515.13M
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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
9/29/2025Summit Financial Wealth Advisors LLC36,750$1.03M0.2%+4.2%0.009%
9/26/2025Corient Private Wealth LLC641,377$17.99M0.0%-1.6%0.156%
9/25/2025National Wealth Management Group LLC28,101$788K0.4%-2.1%0.007%
9/22/2025Caldwell Trust Co9,645$271K0.0%N/A0.002%
9/12/2025Valeo Financial Advisors LLC54,026$1.52M0.0%N/A0.013%
9/11/2025Milestones Private Investment Advisors LLC23,801$668K0.5%N/A0.006%
9/9/2025Cambridge Financial Group LLC99,563$2.79M1.0%+48.9%0.024%
9/9/2025NWF Advisory Services Inc.12,867$361K0.0%+5.1%0.003%
9/4/2025Osaic Holdings Inc.351,018$9.85M0.0%-9.3%0.085%
9/3/2025American Trust7,594$213K0.0%N/A0.002%
8/29/2025Total Investment Management Inc.7,284$204K0.0%N/A0.002%
8/27/2025Orion Porfolio Solutions LLC12,141$341K0.0%+26.9%0.003%
8/27/2025Seneca Financial Advisors LLC596,091$16.72M6.4%+29.2%0.145%
8/26/2025Thrivent Financial for Lutherans68,533$1.92M0.0%-95.7%0.017%
8/25/2025Silverlake Wealth Management LLC31,222$876K0.3%N/A0.008%
8/25/2025Hilltop Partners LLC32,918$923K0.3%-2.2%0.008%
8/19/2025B. Riley Wealth Advisors Inc.15,561$436K0.0%N/A0.004%
8/19/2025Cape Investment Advisory Inc.206,863$5.80M2.1%-1.4%0.050%
8/19/2025Advisory Services Network LLC90,620$2.59M0.0%N/A0.022%
8/19/2025Anchor Investment Management LLC201,359$5.65M0.5%-1.2%0.049%
8/19/2025Asset Dedication LLC4,689$132K0.0%+62.3%0.001%
8/18/2025N.E.W. Advisory Services LLC1,995$56K0.0%-72.6%0.000%
8/18/2025Geneos Wealth Management Inc.1,479$41K0.0%+54.1%0.000%
8/18/2025Front Row Advisors LLC17,284$485K0.2%-4.9%0.004%
8/16/2025Evergreen Capital Management LLC42,068$1.18M0.0%N/A0.010%
8/15/2025Tower Research Capital LLC TRC 101,195$2.84M0.1%N/A0.025%
8/15/2025Corient Private Wealth LLC1,289,510$36.19M0.0%+97.8%0.313%
8/15/2025Chapman Financial Group LLC18,100$508K0.4%N/A0.004%
8/15/2025Captrust Financial Advisors1,337,235$37.51M0.1%+1.2%0.325%
8/15/2025Cooksen Wealth LLC21,831$612K0.5%+157.8%0.005%
8/15/2025WFA of San Diego LLC35,378$992K0.7%N/A0.009%
8/15/2025Visionary Wealth Advisors293,288$8.23M0.4%+5.7%0.071%
8/15/2025Scott Marsh Financial LLC50,112$1.41M0.5%N/A0.012%
8/15/2025Smartleaf Asset Management LLC13,927$389K0.0%-27.9%0.003%
8/15/2025Ruggaard & Associates LLC20,819$584K0.2%-2.9%0.005%
8/15/2025Orion Porfolio Solutions LLC12,141$341K0.0%+26.9%0.003%
8/15/2025MML Investors Services LLC386,854$10.85M0.0%-1.5%0.094%
8/15/2025Mendel Capital Management LLC17,565$493K0.3%-3.2%0.004%
8/15/2025IHT Wealth Management LLC116,949$3.28M0.1%-6.4%0.028%
8/15/2025Great Valley Advisor Group Inc.159,478$4.47M0.1%-3.8%0.039%
8/15/2025Gallagher Fiduciary Advisors LLC26,635$747K0.0%-4.1%0.006%
8/15/2025EP Wealth Advisors LLC92,257$2.59M0.0%+149.9%0.022%
8/15/2025Engineers Gate Manager LP42,030$1.18M0.0%+40.5%0.010%
8/15/2025Curi Capital LLC916,099$25.70M0.5%-1.7%0.222%
8/15/2025Bcwm LLC29,230$820K0.3%+12.0%0.007%
8/15/2025Benjamin Edwards Inc.497,433$13.95M0.2%+4.7%0.121%
8/15/2025BNP Paribas Financial Markets250,000$7.01M0.0%+8,333,233.3%0.061%
8/15/2025Bank of America Corp DE902,583$25.32M0.0%-13.3%0.219%
8/15/2025Acas LLC63,796$1.87M1.3%-1.7%0.015%
8/15/2025Ameriprise Financial Inc.1,645,070$46.15M0.0%-9.6%0.399%
8/15/2025AQR Capital Management LLC308,116$8.64M0.0%+3.1%0.075%
8/14/2025Jane Street Group LLC103,682$2.91M0.0%+652.2%0.025%
8/14/2025Ausdal Financial Partners Inc.279,214$7.83M0.5%+0.2%0.068%
8/14/2025Raymond James Financial Inc.1,991,592$55.86M0.0%-17.6%0.483%
8/14/2025Keystone Financial Services LLC11,794$331K0.3%+12.1%0.003%
8/14/2025Betterment LLC183,608$5.15M0.0%+16.8%0.045%
8/14/2025Quantinno Capital Management LP17,715$497K0.0%+124.4%0.004%
8/14/2025Diversify Wealth Management LLC147,175$4.25M0.3%-3.6%0.036%
8/14/2025Diversify Advisory Services LLC26,882$775K0.0%+15.7%0.007%
8/14/2025Hamilton Capital LLC14,213$399K0.0%-2.7%0.003%
8/14/2025Vivaldi Capital Management LP126,749$3.56M0.5%-0.3%0.031%
8/14/2025Main Street Financial Solutions LLC296,663$8.32M0.6%+3.4%0.072%
8/14/2025FAS Wealth Partners Inc.559,901$15.71M1.2%+2.5%0.136%
8/14/2025NewEdge Advisors LLC98,084$2.75M0.0%-5.6%0.024%
8/14/2025Broadleaf Partners LLC230,526$6.47M1.4%+5.2%0.056%
8/14/2025DecisionPoint Financial LLC1,410$40K0.0%-81.0%0.000%
8/14/2025Planwiser Financial LLC84,584$2.46M2.1%-3.0%0.021%
8/14/2025Acorn Wealth Advisors LLC132,788$3.73M1.4%-4.6%0.032%
8/14/2025Prestige Wealth Management Group LLC11,737$329K0.1%-7.3%0.003%
8/14/2025Denver PWM LLC650,802$18.26M5.7%+4.9%0.158%
8/14/2025Balance Wealth LLC10,197$286K0.2%N/A0.002%
8/14/2025Cary Street Partners Financial LLC266,503$7.48M0.2%-6.2%0.065%
8/14/2025Cerity Partners LLC6,003,923$168.41M0.3%-13.1%1.457%
8/13/2025Per Stirling Capital Management LLC.46,099$1.29M0.2%-3.0%0.011%
8/13/2025Hendershot Investments Inc.22,653$635K0.1%+3.2%0.005%
8/13/2025SageView Advisory Group LLC24,229$703K0.0%-4.6%0.006%
8/13/2025Cresset Asset Management LLC247,077$6.93M0.0%-10.5%0.060%
8/13/2025Strategic Family Wealth Counselors L.L.C.350,577$9.83M2.8%-0.8%0.085%
8/13/2025Brown Advisory Inc.23,558$661K0.0%-5.2%0.006%
8/13/2025SCS Capital Management LLC46,453$1.30M0.0%-16.4%0.011%
8/13/2025Milestone Investment Advisors LLC342,460$9.61M2.5%-8.7%0.083%
8/13/2025Baird Financial Group Inc.244,746$6.87M0.0%+1.9%0.059%
8/13/2025CW Advisors LLC228,624$6.41M0.1%-0.8%0.055%
8/13/2025IAG Wealth Partners LLC39,676$1.11M0.1%-8.0%0.010%
8/13/2025River Wealth Advisors LLC89,944$2.52M0.3%-0.5%0.022%
8/13/2025Beacon Pointe Advisors LLC1,608,649$45.12M0.5%+0.8%0.390%
8/13/2025M&T Bank Corp13,818$388K0.0%-9.5%0.003%
8/13/2025Advocacy Wealth Management Services LLC1,489,605$41.78M2.6%-0.8%0.362%
8/13/2025Lido Advisors LLC26,940$756K0.0%-78.5%0.007%
8/13/2025Balanced Wealth Group LLC136,461$3.90M1.7%-1.0%0.033%
8/13/2025Meridian Wealth Partners LLC272,675$7.65M1.1%+3.0%0.066%
8/13/2025Scotia Capital Inc.8,006$225K0.0%-37.3%0.002%
8/13/2025Level Four Advisory Services LLC17,851$501K0.0%-2.4%0.004%
8/13/2025Patrick M Sweeney & Associates Inc.11,399$327K0.2%+4.8%0.003%
8/13/2025Northwestern Mutual Wealth Management Co.10,272,223$288.14M0.2%+25.2%2.493%
8/13/2025Stevens Capital Partners25,428$723K0.3%+94.6%0.006%
8/13/2025Quadrant Capital Group LLC44,541$1.25M0.0%+11.6%0.011%
8/13/2025Choreo LLC107,342$3.01M0.0%+19.4%0.026%
8/13/2025Russell Investments Group Ltd.3,359$94K0.0%+37.4%0.001%
8/12/2025J.W. Cole Advisors Inc.60,368$1.69M0.0%+546.7%0.015%
(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, 1,031 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 991 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 ($6.90M), Wealth Enhancement Advisory Services LLC ($4.07M), Northwestern Mutual Wealth Management Co. ($3.26M), and Legacy Wealth Management Inc ($2.90M).

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

Institutional investors have bought a total of 159,428,852 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 435 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 ($1.14M), 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 18,872,158 shares in the last 24 months. This volume of shares sold represents approximately $515.13M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 9/29/2025 by MarketBeat.com Staff
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