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

Schwab U.S. Mid-Cap ETF logo
$34.40 -0.11 (-0.30%)
As of 12:32 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)
520
Total
Institutional Inflows
(last 12 months)
$851.58M
Number of
Institutional Sellers
(last 12 months)
471
Total
Institutional Outflows
(last 12 months)
$581.14M
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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
10/13/2026Avior Wealth Management LLC392,888$13.37M0.4%N/A0.093%
10/10/2026Councilor Wealth LLC111,153$3.78M1.6%-3.4%0.026%
10/10/2026Armstrong Advisory Group Inc.26,587$904K0.1%+6.4%0.006%
10/10/2026Marquette Asset Management LLC75,304$2.56M0.3%N/A0.018%
10/10/2026Capital Planning LLC155,877$5.30M1.5%-2.2%0.037%
10/9/2026Wedmont Private Capital39,831$1.37M0.0%+31.5%0.009%
10/9/2026Financial Designs Corp7,116$242K0.1%N/A0.002%
10/9/2026Diversified Management Inc.21,903$745K0.1%N/A0.005%
10/9/2026Acropolis Investment Management LLC10,694$364K0.0%N/A0.003%
10/9/2026GAMMA Investing LLC2,316$79K0.0%+3,072.6%0.001%
10/9/2026Dorato Capital Management76,032$2.61M1.7%+2.3%0.018%
10/8/2026Davis Capital Management4,254$145K0.1%-7.8%0.001%
10/8/2026Farther Finance Advisors LLC518,625$17.64M0.1%+10.6%0.123%
10/8/2026Atwood & Palmer Inc.901$31K0.0%-58.7%0.000%
10/8/2026Dickmeyer Boyce Financial Management Inc.9,662$329K0.2%-5.6%0.002%
10/8/2026YHB Investment Advisors Inc.27,024$919K0.1%N/A0.006%
10/8/2026Apella Capital LLC23,997$825K0.0%+8.8%0.006%
10/8/2026Everhart Financial Group Inc.97,785$3.33M0.2%-0.9%0.023%
10/8/2026Avidian Wealth Enterprises LLC27,919$950K0.0%N/A0.007%
10/8/2026Valeo Financial Advisors LLC62,253$2.12M0.0%+5.1%0.015%
10/8/2026Leverty Financial Group LLC20,887$711K0.1%-3.0%0.005%
10/8/2026Peterson Wealth Advisors LLC213,466$7.26M0.8%-1.3%0.051%
10/7/2026Venture Visionary Partners LLC66,587$2.27M0.1%+1.7%0.016%
10/7/2026Family Legacy Financial Solutions LLC378,054$12.86M7.6%+3.9%0.090%
10/7/2026Cassilly Financial Group LLC55,770$1.90M1.3%+23.0%0.013%
10/7/2026OxenFree Capital LLC208,478$7.27M3.1%+6.5%0.049%
10/7/2026Wealth Enhancement Trust Services Inc.217,566$7.40M0.8%-1.9%0.052%
10/7/2026MFA Wealth Advisors LLC159,092$5.41M0.6%N/A0.038%
10/7/2026Nautilus Advisors LLC23,431$797K0.5%-1.3%0.006%
10/6/2026Juncture Wealth Strategies LLC67,549$2.30M0.6%-5.9%0.016%
10/6/2026Bangor Savings Bank472,836$16.09M1.2%N/A0.112%
10/6/2026PPS&V Asset Management Consultants Inc.271,236$9.23M5.0%-0.3%0.064%
10/5/2026Collective Family Office LLC55,287$1.88M0.4%-1.1%0.013%
10/2/2026 Boltwood Capital Management97,571$3.32M0.7%N/A0.023%
10/2/2026 CX Institutional170,694$5.81M0.2%-1.2%0.041%
10/1/2026 Burkett Financial Services LLC80,975$2.76M0.8%-2.6%0.019%
10/1/2026 Stonebridge Financial Group LLC39,249$1.34M0.1%+3.0%0.009%
10/1/2026 Coastline Trust Co4,315$147K0.0%N/A0.001%
9/23/2026Envestnet Asset Management Inc.1,553,972$57.16M0.0%+9.9%0.313%
9/15/2026Anchor Investment Management LLC204,286$7.53M0.5%-0.4%0.049%
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9/9/2026Bouchey Financial Group Ltd.35,980$1.33M0.1%-7.7%0.009%
9/9/2026Sequoia Financial Advisors LLC102,088$3.76M0.0%-11.3%0.024%
9/9/2026Gemmer Asset Management LLC863,655$31.84M2.2%-2.5%0.207%
9/9/2026Summit Financial Strategies Inc.1,131,341$41.71M2.9%-11.8%0.271%
9/9/2026Capital Advantage Inc.47,977$1.77M0.2%+5.2%0.011%
9/9/2026Pinnacle Wealth Management Advisory Group LLC106,475$3.93M0.2%-2.0%0.025%
9/9/2026NorthRock Partners LLC108,241$3.99M0.1%-3.3%0.026%
9/9/2026Integrated Wealth Concepts LLC53,469$1.97M0.0%+2.8%0.013%
9/9/2026RFG Advisory LLC137,619$5.07M0.1%-41.2%0.033%
9/9/2026NewEdge Advisors LLC64,637$2.38M0.0%-18.0%0.015%
9/9/2026Baird Financial Group Inc.253,570$9.35M0.0%-3.0%0.061%
9/9/2026XY Planning Network Inc.10,734$396K0.0%+8.6%0.003%
9/8/2026Allworth Financial LP292,552$10.79M0.0%-5.5%0.070%
9/8/2026Waverly Advisors LLC1,699,550$62.66M0.4%-0.2%0.407%
9/4/2026Parkside Financial Bank & Trust32,561$1.20M0.1%+8.5%0.008%
9/2/2026Range Advisory LLC293,784$10.83M1.3%+52.7%0.070%
9/2/2026Capital & Planning LLC159,435$5.88M3.0%-0.7%0.038%
9/2/2026Citadel Advisors LLC8,212$303K0.0%-9.5%0.002%
8/27/2026Corient Private Wealth LP686,859$25.32M0.0%-17.1%0.164%
8/24/2026Serenity Investment Advisors40,466$1.46M0.6%+9.3%0.010%
8/23/2026Ameritas Advisory Services LLC105,776$3.90M0.1%+147.1%0.025%
8/23/2026Guardian Wealth Advisors LLC NC12,130$447K0.0%-14.3%0.003%
8/23/2026HB Wealth Management LLC372,500$13.73M0.1%+19.4%0.089%
8/23/2026Angeles Wealth Management LLC934$34K0.0%+67.1%0.000%
8/23/2026Unique Wealth LLC5,514$203K0.0%N/A0.001%
8/22/2026Compass Financial Management LLC810$30K0.0%N/A0.000%
8/22/2026Maloon Powers Pitre Higgins & Dennehy LLC6,195$228K0.1%N/A0.001%
8/22/2026Strive Financial Group LLC3,082$114K0.0%N/A0.001%
8/22/2026Cassilly Financial Group LLC45,334$1.67M1.2%+10.7%0.011%
8/22/2026MOR Wealth Management LLC8,566$316K0.1%+9.0%0.002%
8/22/2026K2 Financial Inc.48,512$1.75M1.2%-0.8%0.012%
8/22/2026Concurrent Investment Advisors LLC16,309$601K0.0%+12.7%0.004%
8/21/2026Integrity Financial Corp WA64,507$2.38M1.1%+64,407.0%0.015%
8/21/2026Leo H. Evart Inc.82,792$3.05M2.4%-1.7%0.020%
8/21/2026Athena Investment Management67,000$2.47M1.5%-20.0%0.016%
8/21/2026Round Rock Advisors LLC6,062$224K0.0%N/A0.001%
8/21/2026Robbins Farley9,218$340K0.1%+8.0%0.002%
8/21/2026MBA Advisors LLC39,680$1.46M0.5%-47.0%0.009%
8/21/2026Firestone Capital Management12,400$457K0.1%-3.9%0.003%
8/21/2026Sunburst Financial Group LLC56,858$2.10M0.3%-1.4%0.014%
8/21/2026Chesapeake Wealth Management34,164$1.26M0.4%-1.3%0.008%
8/21/2026Acorn Wealth Advisors LLC129,490$4.77M1.1%+1.9%0.031%
8/20/2026Nwam LLC37,094$1.37M0.1%+12.8%0.009%
8/20/2026Gill Capital Partners LLC242,964$8.96M2.4%-5.5%0.058%
8/20/2026Clifford Swan Investment Counsel LLC7,958$293K0.0%-16.1%0.002%
8/20/2026CMH Wealth Management LLC20,640$761K0.1%+2.6%0.005%
8/20/2026Denver PWM LLC512,689$18.82M5.2%+0.7%0.123%
8/20/2026Greenleaf Trust20,749$765K0.0%-6.9%0.005%
8/12/2026Compass Financial Management LLC810$30K0.0%N/A0.000%
8/7/2026Trust Co. of Vermont947$35K0.0%N/A0.000%
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7/12/2026First Community Trust NA2,266$84K0.0%-20.7%0.001%
7/10/2026Envision Financial LLC89,605$3.30M1.5%-8.3%0.022%
7/10/2026Leverty Financial Group LLC21,540$794K0.2%-11.2%0.005%
7/10/2026JFS Wealth Advisors LLC57,375$2.12M0.1%+1.3%0.014%
7/10/2026Canvas Wealth Advisors LLC8,199$302K0.0%-9.9%0.002%
7/10/2026William Mack & Associates Inc.7,918$292K0.1%N/A0.002%
7/10/2026Ocean Park Asset Management LLC38,065$1.40M0.1%N/A0.009%
7/10/2026Spinnaker Investment Group LLC472,438$17.42M2.8%+13.2%0.114%
7/10/2026Carolina Wealth Advisors LLC22,910$845K0.3%-5.7%0.006%
7/10/2026Redhawk Wealth Advisors Inc.11,426$421K0.0%-46.6%0.003%


SCHM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,105 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. ($1.74B), Creative Planning ($875.21M), Northwestern Mutual Wealth Management Co. ($328.74M), Moneta Group Investment Advisors LLC ($320.83M), Advisory Alpha LLC ($251.24M), HighTower Advisors LLC ($209.01M), and Wealth Enhancement Advisory Services LLC ($180.51M).Learn more on Schwab U.S. Mid-Cap ETF's institutional investors.

Of the 1,062 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. ($33.47M), HighTower Advisors LLC ($7.10M), Advisory Alpha LLC ($7.01M), Cerity Partners LLC ($4.93M), Valpey Financial Services LLC ($4.23M), Wealth Enhancement Advisory Services LLC ($4.09M), and Northwestern Mutual Wealth Management Co. ($3.35M).

Institutional investors have bought a total of 27,966,350 shares in the last 24 months. This purchase volume represents approximately $851.58M in transactions.

Of the 471 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: HighTower Advisors LLC ($3.83M), Financial Engines Advisors L.L.C. ($2.38M), Envestnet Asset Management Inc. ($837.43K), Morgan Stanley ($788.28K), Summit Financial Strategies Inc. ($681.97K), Elwood & Goetz Wealth Advisory Group LLC ($679.82K), and Advisory Alpha LLC ($587.23K).

Institutional investors have sold a total of 19,231,950 shares in the last 24 months. This volume of shares sold represents approximately $581.14M in transactions.


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Institutional ownership data for NYSEARCA:SCHM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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