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

Schwab U.S. Mid-Cap ETF logo
$28.96 -0.31 (-1.06%)
Closing price 08/14/2025 04:10 PM Eastern
Extended Trading
$29.04 +0.08 (+0.29%)
As of 07:05 AM 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)
882
Total
Institutional Inflows
(last 12 months)
$4.38B
Number of
Institutional Sellers
(last 12 months)
427
Total
Institutional Outflows
(last 12 months)
$468.92M
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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
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%
8/14/2025 Balance Wealth LLC10,197$286K0.2%N/A0.002%
8/14/2025 Cary Street Partners Financial LLC266,503$7.48M0.2%-6.2%0.065%
8/14/2025 Cerity Partners LLC6,003,923$168.41M0.3%-13.1%1.457%
8/13/2025 Per Stirling Capital Management LLC.46,099$1.29M0.2%-3.0%0.011%
8/13/2025 Hendershot Investments Inc.22,653$635K0.1%+3.2%0.005%
8/13/2025 SageView Advisory Group LLC24,229$703K0.0%-4.6%0.006%
8/13/2025 Cresset Asset Management LLC247,077$6.93M0.0%-10.5%0.060%
8/13/2025 Strategic Family Wealth Counselors L.L.C.350,577$9.83M2.8%-0.8%0.085%
8/13/2025 Brown Advisory Inc.23,558$661K0.0%-5.2%0.006%
8/13/2025 SCS Capital Management LLC46,453$1.30M0.0%-16.4%0.011%
8/13/2025 Milestone Investment Advisors LLC342,460$9.61M2.5%-8.7%0.083%
8/13/2025 Baird Financial Group Inc.244,746$6.87M0.0%+1.9%0.059%
8/13/2025 CW Advisors LLC228,624$6.41M0.1%-0.8%0.055%
8/13/2025 IAG Wealth Partners LLC39,676$1.11M0.1%-8.0%0.010%
8/13/2025 River Wealth Advisors LLC89,944$2.52M0.3%-0.5%0.022%
8/13/2025 Beacon Pointe Advisors LLC1,608,649$45.12M0.5%+0.8%0.390%
8/13/2025 M&T Bank Corp13,818$388K0.0%-9.5%0.003%
8/13/2025 Advocacy Wealth Management Services LLC1,489,605$41.78M2.6%-0.8%0.362%
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8/13/2025 Lido Advisors LLC26,940$756K0.0%-78.5%0.007%
8/13/2025 Balanced Wealth Group LLC136,461$3.90M1.7%-1.0%0.033%
8/13/2025 Meridian Wealth Partners LLC272,675$7.65M1.1%+3.0%0.066%
8/13/2025 Scotia Capital Inc.8,006$225K0.0%-37.3%0.002%
8/13/2025 Level Four Advisory Services LLC17,851$501K0.0%-2.4%0.004%
8/13/2025 Patrick M Sweeney & Associates Inc.11,399$327K0.2%+4.8%0.003%
8/13/2025 Northwestern Mutual Wealth Management Co.10,272,223$288.14M0.2%+25.2%2.493%
8/13/2025 Stevens Capital Partners25,428$723K0.3%+94.6%0.006%
8/13/2025 Quadrant Capital Group LLC44,541$1.25M0.0%+11.6%0.011%
8/13/2025 Choreo LLC107,342$3.01M0.0%+19.4%0.026%
8/13/2025 Russell Investments Group Ltd.3,359$94K0.0%+37.4%0.001%
8/12/2025 J.W. Cole Advisors Inc.60,368$1.69M0.0%+546.7%0.015%
8/12/2025 North Star Asset Management Inc.363,085$10.19M0.4%-1.1%0.088%
8/12/2025 Armor Investment Advisors LLC58,134$1.63M0.6%-2.9%0.014%
8/12/2025 Steward Partners Investment Advisory LLC20,077$563K0.0%-2.0%0.005%
8/12/2025 Sherwood Financial Partners LLC520,046$14.59M13.4%+2.0%0.126%
8/12/2025 Global Retirement Partners LLC62,295$1.75M0.0%N/A0.015%
8/12/2025 Eley Financial Management Inc25,696$721K0.3%-3.5%0.006%
8/12/2025 Coldstream Capital Management Inc.96,648$2.71M0.0%-4.9%0.023%
8/12/2025 AlphaCore Capital LLC19,217$539K0.0%+47.5%0.005%
8/12/2025 Franklin Resources Inc.102,700$2.88M0.0%+97,709.5%0.025%
8/12/2025 MAI Capital Management533,816$14.97M0.1%-22.5%0.130%
8/12/2025 JPMorgan Chase & Co.565,596$15.87M0.0%+2.3%0.137%
8/12/2025 NFP Retirement Inc.66,013$1.85M0.1%-12.6%0.016%
8/12/2025 Athena Investment Management81,946$2.30M1.3%+1.3%0.020%
8/11/2025 VSM Wealth Advisory LLC60,961$1.71M0.6%-22.7%0.015%
8/11/2025 Brown Wealth Management LLC248,285$6.96M2.2%+15.3%0.060%
8/11/2025 FineMark National Bank & Trust29,317$822K0.0%-4.5%0.007%
8/11/2025 North Forty Two & Co.41,680$1.17M1.2%+2.1%0.010%
8/11/2025 Aspen Investment Management Inc21,825$612K0.3%-4.4%0.005%
8/11/2025 Traub Capital Management LLC3,120$88K0.1%N/A0.001%
8/11/2025 Birchbrook Inc.165,884$4.65M2.5%-10.4%0.040%
8/11/2025 HHM Wealth Advisors LLC499,560$14.01M1.7%-1.2%0.121%
8/11/2025 Wealthspire Advisors LLC348,034$9.76M0.1%+5.6%0.084%
8/11/2025 Wescott Financial Advisory Group LLC108,142$3.03M0.3%-1.2%0.026%
8/11/2025 Rockbridge Investment Management LCC7,512$211K0.0%N/A0.002%
8/11/2025 United Advisor Group LLC90,766$2.55M0.4%+59.7%0.022%
8/8/2025 Blankinship & Foster LLC101,920$2.86M0.7%+99.1%0.025%
8/8/2025 Rockefeller Capital Management L.P.386,402$10.84M0.0%+1.3%0.094%
8/8/2025 ProVise Management Group LLC397,225$11.14M0.9%-7.6%0.096%
8/8/2025 Keyvantage Wealth LLC47,547$1.33M0.6%-3.6%0.012%
8/8/2025 Sculati Wealth Management LLC38,479$1.08M0.4%-19.2%0.009%
8/8/2025 Thoroughbred Financial Services LLC31,899$894K0.1%-5.5%0.008%
8/8/2025 Cetera Investment Advisers560,658$15.73M0.0%+15.5%0.136%
8/8/2025 Creative Planning29,603,590$830.38M0.7%+2.4%7.172%
8/8/2025 WealthShield Partners LLC104,038$2.92M0.4%-2.2%0.025%
8/8/2025 Meridian Wealth Management LLC244,765$6.87M0.3%-2.3%0.059%
8/8/2025 Empower Advisory Group LLC8,706$244K0.0%-6.0%0.002%
8/8/2025 Foundations Investment Advisors LLC24,981$701K0.0%+17.5%0.006%
8/8/2025 Omega Financial Group LLC371,948$10.43M3.7%-4.5%0.090%
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8/8/2025 Advyzon Investment Management LLC13,581$381K0.1%N/A0.003%
8/8/2025 IMA Advisory Services Inc.446,152$12.52M1.4%+0.7%0.108%
8/7/2025 Cascade Financial Partners LLC32,424$909K0.1%+5.3%0.008%
8/7/2025 Fagan Associates Inc.60,362$1.69M0.3%-2.4%0.015%
8/7/2025 Nwam LLC29,338$848K0.1%+10.0%0.007%
8/7/2025 Vise Technologies Inc.88,670$2.49M0.1%N/A0.021%
8/7/2025 Cahill Financial Advisors Inc.59,819$1.68M0.2%-9.4%0.014%
8/7/2025 Allworth Financial LP325,797$9.14M0.0%-2.3%0.079%
8/7/2025 Arbor Trust Wealth Advisors LLC342,440$9.61M4.7%-13.1%0.083%
8/7/2025 Pinnacle Wealth Management Advisory Group LLC108,740$3.05M0.3%-11.4%0.026%
(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, 1,021 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 980 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 158,514,571 shares in the last 24 months. This purchase volume represents approximately $4.38B in transactions.

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

Of the 427 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), DAVENPORT & Co LLC ($1.14M), Prime Capital Investment Advisors LLC ($944.46K), Cerity Partners LLC ($904.31K), RKL Wealth Management LLC ($656.84K), Financial Engines Advisors L.L.C. ($636.19K), and Ameriprise Financial Inc. ($482.07K).

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

Institutional investors have sold a total of 17,236,086 shares in the last 24 months. This volume of shares sold represents approximately $468.92M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 8/15/2025 by MarketBeat.com Staff
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