S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Closing prices for crude oil, gold and other commodities
The Senate passes a reauthorization of a key US surveillance program just after a midnight deadline
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
MarketBeat Week in Review – 4/15 - 4/19
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Closing prices for crude oil, gold and other commodities
The Senate passes a reauthorization of a key US surveillance program just after a midnight deadline
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
MarketBeat Week in Review – 4/15 - 4/19
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Closing prices for crude oil, gold and other commodities
The Senate passes a reauthorization of a key US surveillance program just after a midnight deadline
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
MarketBeat Week in Review – 4/15 - 4/19
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Closing prices for crude oil, gold and other commodities
The Senate passes a reauthorization of a key US surveillance program just after a midnight deadline
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
MarketBeat Week in Review – 4/15 - 4/19
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion

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

$75.69
-0.01 (-0.01%)
(As of 04/19/2024 ET)

Institutional Ownership Changes (13F Filings) for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Number of
Institutional Buyers
(last 12 months)
532
Total
Institutional Inflows
(last 12 months)
$2.39B
Number of
Institutional Sellers
(last 12 months)
434
Total
Institutional Outflows
(last 12 months)
$790.12M
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SCHM Institutional Buying and Selling by Quarter

Schwab U.S. Mid-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024Whelan Financial9,789$797K0.4%-1.5%0.007%
4/19/2024Powers Advisory Group LLC48,212$3.93M2.2%+2.4%0.034%
4/19/2024ZRC Wealth Management LLC20,428$1.66M0.8%-8.4%0.014%
4/19/2024Spinnaker Investment Group LLC136,283$11.10M3.1%+2.4%0.095%
4/19/2024Valley National Advisers Inc.149,432$12.17M1.8%+3.7%0.104%
4/19/2024Tradewinds Capital Management LLC212,905$17.34M4.8%N/A0.149%
4/18/2024Capital Advisors Ltd. LLC3,820$311K0.0%+11.7%0.003%
4/18/2024Exchange Capital Management Inc.70,492$5.74M0.9%-16.6%0.049%
4/18/2024Panoramic Investment Advisors LLC17,694$1.44M1.1%+3.0%0.012%
4/18/2024Congress Wealth Management LLC DE 64,441$5.25M0.1%-2.5%0.045%
4/18/2024Morris Financial Concepts Inc.1,227$100K0.1%-44.3%0.001%
4/18/2024Miracle Mile Advisors LLC71,002$5.78M0.1%-8.8%0.050%
4/18/2024Fifth Third Securities Inc.145,851$11.88M1.2%+0.7%0.102%
4/18/2024Mirador Capital Partners LP4,772$389K0.1%+5.2%0.003%
4/18/2024Arlington Financial Advisors LLC3,540$288K0.1%-79.7%0.002%
4/17/2024D.B. Root & Company LLC6,094$496K0.2%+12.9%0.004%
4/17/2024Red Door Wealth Management LLC28,151$2.29M0.4%-8.6%0.020%
4/17/2024Gradient Capital Advisors LLC98,798$8.05M3.0%-1.6%0.069%
4/17/2024Cornerstone Wealth Group LLC23,801$1.94M0.2%N/A0.017%
4/17/2024Richardson Capital Management LLC166,660$13.57M11.1%+113,274.1%0.117%
4/17/2024FIDELIS iM LLC16,005$1.30M0.7%-1.3%0.011%
4/17/2024Alpha Omega Wealth Management LLC49,488$4.03M0.7%+0.6%0.035%
4/16/2024MCF Advisors LLC11,228$914K0.1%-14.6%0.008%
4/16/2024Noble Family Wealth LLC296,259$24.12M6.9%-12.1%0.207%
4/16/2024Newton One Investments LLC231,078$18.82M8.3%+1.8%0.162%
4/16/2024Moisand Fitzgerald Tamayo LLC377,757$30.76M4.7%+5.3%0.264%
4/16/2024OneAscent Financial Services LLC63,437$5.17M0.6%-3.8%0.044%
4/16/2024Cambridge Advisors Inc.19,381$1.58M0.4%+12.0%0.014%
4/16/2024Courage Miller Partners LLC137,522$11.20M3.9%+1.4%0.096%
4/16/2024Transform Wealth LLC30,432$2.48M0.2%+1.5%0.021%
4/16/2024Harbor Group Inc.166,767$13.58M3.6%-0.4%0.117%
4/16/2024Sunburst Financial Group LLC28,116$2.28M0.6%-0.9%0.020%
4/16/2024Lincoln Capital Corp112,883$9.19M4.0%-1.1%0.079%
4/16/2024Colorado Capital Management Inc.77,530$6.31M3.7%+0.2%0.054%
4/16/2024Wealth Enhancement Advisory Services LLC2,140,092$174.27M0.5%-2.3%1.497%
4/16/2024Advocacy Wealth Management Services LLC403,274$32.84M2.8%+12.9%0.282%
4/15/2024Wealthcare Capital Management LLC5,104$416K0.0%-56.7%0.004%
4/15/2024Wealthcare Advisory Partners LLC52,276$4.26M0.1%-24.7%0.037%
4/15/2024S.A. Mason LLC15,269$1.24M0.7%+5.7%0.011%
4/15/2024Peterson Wealth Advisors LLC58,651$4.78M1.0%-0.4%0.041%
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4/15/2024Revolve Wealth Partners LLC40,248$3.28M0.6%-2.6%0.028%
4/15/2024Northeast Financial Group Inc.233,997$19.05M8.4%+11.9%0.164%
4/15/2024St. Johns Investment Management Company LLC138,073$11.24M5.4%+4.2%0.097%
4/15/2024Sunbelt Securities Inc.83,611$6.81M0.8%+9.0%0.058%
4/15/2024Atlas Capital Advisors LLC47,892$3.90M0.6%+15.2%0.033%
4/15/2024First National Corp MA ADV169,038$12.73M3.1%-0.5%0.118%
4/15/2024Prentice Wealth Management LLC21,412$1.74M0.6%+20.7%0.015%
4/13/2024 Gleason Group Inc.55,917$4.55M1.0%+2.3%0.040%
4/13/2024 Von Berge Wealth Management Group LLC46,531$3.79M2.4%+17.1%0.034%
4/13/2024 Affinity Capital Advisors LLC39,688$3.23M0.7%-30.1%0.029%
4/13/2024 Retirement Planning Group LLC11,017$897K0.1%+14.7%0.008%
4/13/2024 Legacy Wealth Management Inc1,347,894$109.76M8.1%-3.8%0.971%
4/12/2024 Dynamic Advisor Solutions LLC263,711$21.47M0.7%-4.8%0.190%
4/12/2024 West Coast Financial LLC5,800$472K0.1%+52.6%0.004%
4/12/2024 Worth Asset Management LLC10,476$853K0.5%-17.4%0.008%
4/12/2024 Nova R Wealth Inc.11,792$960K0.5%N/A0.008%
4/12/2024 Capital Planning LLC20,750$1.69M0.6%+14.2%0.015%
4/12/2024 Harbor Investment Advisory LLC2,727$222K0.0%+733.9%0.002%
4/12/2024 Financial Synergies Wealth Advisors Inc.74,566$6.07M0.8%+6.6%0.054%
4/12/2024 Global Assets Advisory LLC19,592$1.60M0.0%N/A0.014%
4/12/2024 AdvisorNet Financial Inc4,159$339K0.0%-3.4%0.003%
4/12/2024 Northwest Investment Counselors LLC1,516$123K0.0%N/A0.001%
4/11/2024 Single Point Partners LLC44,192$3.60M0.8%-0.7%0.032%
4/11/2024 Opal Wealth Advisors LLC29,099$2.37M0.8%-82.6%0.021%
4/11/2024 Contravisory Investment Management Inc.818$67K0.0%+21.0%0.001%
4/11/2024 Salem Investment Counselors Inc.250,866$20.43M0.7%-0.8%0.181%
4/11/2024 Bangor Savings Bank212,468$17.30M1.8%-2.8%0.153%
4/11/2024 DHJJ Financial Advisors Ltd.69,011$5.62M2.5%-25.6%0.050%
4/11/2024 &PARTNERS3,419$279K0.0%N/A0.002%
4/11/2024 Selective Wealth Management Inc.8,036$635K0.3%-2.3%0.006%
4/11/2024 RFG Advisory LLC3,871$315K0.0%+5.9%0.003%
4/10/2024 CVA Family Office LLC7,607$619K0.1%+5.4%0.005%
4/10/2024 Triangle Securities Wealth Management163,091$13.28M3.8%+1.3%0.118%
4/10/2024 LexAurum Advisors LLC77,453$6.31M1.6%+0.4%0.056%
4/10/2024 Fragasso Group Inc.960,390$78.21M6.6%+0.4%0.692%
4/10/2024 PPS&V Asset Management Consultants Inc.77,726$6.33M4.7%+1.7%0.056%
4/10/2024 SOA Wealth Advisors LLC.1,969$160K0.0%-19.5%0.001%
4/10/2024 BCS Wealth Management29,876$2.43M0.8%-4.0%0.022%
4/10/2024 Compass Financial Group INC SD21,755$1.77M0.4%+17.4%0.016%
4/10/2024 Wedmont Private Capital7,427$598K0.0%+4.6%0.005%
4/10/2024 EWG Elevate Inc.68,144$5.55M2.1%-11.6%0.049%
4/10/2024 MADDEN SECURITIES Corp6,957$567K0.3%-9.1%0.005%
4/10/2024 Safeguard Financial LLC45,918$3.74M1.2%-9.2%0.033%
4/9/2024 Halpern Financial Inc.42,185$3.39M1.0%+22.6%0.030%
4/9/2024 Curbstone Financial Management Corp183,677$14.96M3.2%+0.4%0.132%
4/9/2024 Northwest Capital Management Inc76,990$6.27M2.0%-0.3%0.055%
4/9/2024 Collective Family Office LLC28,885$2.35M0.8%-4.8%0.021%
4/9/2024 Foster Group Inc.2,698$220K0.0%N/A0.002%
4/9/2024 Great Waters Wealth Management13,679$1.11M0.2%-1.5%0.010%
4/9/2024 Mather Group LLC.37,748$2.84M0.0%-7.5%0.027%
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4/5/2024 Carolina Wealth Advisors LLC50,737$4.13M2.2%+1.7%0.037%
4/5/2024 Juncture Wealth Strategies LLC50,104$4.08M1.8%-11.2%0.036%
4/5/2024 Hilltop Wealth Advisors LLC61,644$5.02M2.6%-10.2%0.044%
4/5/2024 Madison Park Capital Advisors LLC22,380$1.82M1.6%+2.3%0.016%
4/4/2024 Boltwood Capital Management23,423$1.91M0.6%+5.8%0.017%
4/1/2024 Burkett Financial Services LLC30,702$2.50M1.3%-3.5%0.022%
4/1/2024 Appleton Partners Inc. MA3,863$315K0.0%-13.9%0.003%
3/26/2024Fairman Group LLC1,527$115K0.1%N/A0.001%
3/26/2024Napatree Capital LLC28,018$2.11M2.1%N/A0.020%
3/22/2024PNC Financial Services Group Inc.16,588$1.25M0.0%+170.1%0.012%
(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, 888 institutional investors and hedge funds held shares of Schwab U.S. Mid-Cap ETF. The most heavily invested institutionals were Cerity Partners LLC ($1.43B), Financial Engines Advisors L.L.C. ($1.39B), Creative Planning ($772.73M), HighTower Advisors LLC ($241.99M), Wealth Enhancement Advisory Services LLC ($174.27M), Moneta Group Investment Advisors LLC ($150.33M), and Prime Capital Investment Advisors LLC ($129.46M).Learn more on SCHM's institutional investors.

Which institutional investors have been buying Schwab U.S. Mid-Cap ETF stock?

Of the 754 institutional investors that purchased Schwab U.S. Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($1.49B), Cerity Partners LLC ($19.00M), Financial Engines Advisors L.L.C. ($6.80M), Creative Planning ($3.92M), Gradient Investments LLC ($1.03M), HighTower Advisors LLC ($990.35K), and HBK Sorce Advisory LLC ($775.91K).

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

Institutional investors have bought a total of 1,542,243,250 shares in the last 24 months. This purchase volume represents approximately $101.43B in transactions.

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

Of the 594 institutional investors that sold Schwab U.S. Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Moneta Group Investment Advisors LLC ($1.12M), HBK Sorce Advisory LLC ($1.07M), Gradient Investments LLC ($1.03M), BLB&B Advisors LLC ($934.86K), Thrivent Financial for Lutherans ($595.71K), Brookstone Capital Management ($594.46K), and American Trust ($586.06K).

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

Institutional investors have sold a total of 19,498,660 shares in the last 24 months. This volume of shares sold represents approximately $1.34B in transactions.


This page (NYSEARCA:SCHM) was last updated on 4/20/2024 by MarketBeat.com Staff

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