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

Schwab U.S. Mid-Cap ETF logo
$25.43 +0.53 (+2.13%)
As of 04/24/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
848
Total
Institutional Inflows
(last 12 months)
$4.04B
Number of
Institutional Sellers
(last 12 months)
324
Total
Institutional Outflows
(last 12 months)
$209.78M
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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
4/25/2025Legacy Wealth Management Inc4,203,019$110.12M7.3%+0.6%1.012%
4/24/2025Sunbelt Securities Inc.243,972$6.39M0.6%-1.3%0.059%
4/24/2025Highland Capital Management LLC11,190$293K0.0%+33.0%0.003%
4/24/2025Sims Investment Management LLC24,525$643K0.3%N/A0.006%
4/24/2025Carolina Wealth Advisors LLC145,581$3.81M2.1%-1.2%0.035%
4/24/2025Reston Wealth Management LLC167,979$4.40M1.8%+7.1%0.040%
4/24/2025Money Concepts Capital Corp308,394$8.08M0.6%+3.2%0.074%
4/24/2025Madison Park Capital Advisors LLC67,295$1.76M1.5%-3.5%0.016%
4/24/2025Victrix Investment Advisors186,491$4.74M2.5%N/A0.045%
4/24/2025Family Investment Center Inc.161,032$4.22M1.0%-5.5%0.039%
4/24/2025Nadler Financial Group Inc.362,377$9.49M1.1%+0.7%0.087%
4/23/2025 KPP Advisory Services LLC20,408$535K0.1%+6.3%0.005%
4/23/2025 Goldstein Advisors LLC12,764$334K0.0%+10.2%0.003%
4/23/2025 LifeSteps Financial Inc.77,891$2.04M1.7%+9.7%0.019%
4/23/2025 Flavin Financial Services Inc.12,404$325K0.3%+11.7%0.003%
4/23/2025 Sequoia Financial Advisors LLC82,690$2.17M0.0%-2.8%0.020%
4/23/2025 Kavar Capital Partners Group LLC294,162$7.71M1.3%+13.0%0.071%
4/23/2025 Pure Financial Advisors LLC198,508$5.20M0.1%-0.5%0.048%
4/23/2025 Perigon Wealth Management LLC117,236$3.07M0.1%-0.5%0.028%
4/23/2025 Inman Jager Wealth Management LLC7,692$202K0.2%N/A0.002%
4/23/2025 White Pine Investment CO220,231$5.77M1.6%+17.3%0.053%
4/23/2025 HBK Sorce Advisory LLC409,942$10.74M0.3%-10.2%0.099%
4/23/2025 Golden State Wealth Management LLC5,344$140K0.0%+90.9%0.001%
4/23/2025 First Pacific Financial40,729$1.07M0.2%+8.4%0.010%
4/23/2025 Aurora Private Wealth Inc.12,978$340K0.0%-30.0%0.003%
4/23/2025 Independent Solutions Wealth Management LLC136,373$3.57M0.8%+3.5%0.033%
4/23/2025 Spire Wealth Management17,759$465K0.0%-4.3%0.004%
4/23/2025 S.A. Mason LLC46,237$1.21M0.6%-2.8%0.011%
4/23/2025 Sage Financial Management Group Inc.141,861$3.72M1.3%-3.1%0.034%
4/23/2025 Econ Financial Services Corp62,408$1.64M0.9%-0.7%0.015%
4/23/2025 Pacific Sage Partners LLC461,067$12.08M2.7%-1.1%0.111%
4/23/2025 Cornerstone Wealth Group LLC66,873$1.75M0.1%-7.4%0.016%
4/23/2025 St. Johns Investment Management Company LLC380,832$9.98M4.9%-6.0%0.092%
4/23/2025 Embree Financial Group58,182$1.52M0.3%+7.8%0.014%
4/23/2025 Moneywise Inc.190,026$4.98M2.6%-8.7%0.046%
4/23/2025 GHP Investment Advisors Inc.40,084$1.05M0.1%+1.4%0.010%
4/23/2025 Mokosak Advisory Group LLC1,050,999$27.54M8.5%+2.1%0.253%
4/23/2025 Elwood & Goetz Wealth Advisory Group LLC1,083,986$28.40M6.9%+2.2%0.261%
4/23/2025 Valmark Advisers Inc.109,539$2.87M0.0%-48.2%0.026%
4/22/2025 Park Capital Management LLC WI15,433$404K0.5%-7.1%0.004%
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4/22/2025 Spinnaker Investment Group LLC464,416$12.17M2.8%+6.1%0.112%
4/22/2025 Flagship Harbor Advisors LLC49,728$1.30M0.1%+1.1%0.012%
4/22/2025 Pennsylvania Capital Management Inc. ADV30,566$801K0.3%-3.9%0.007%
4/22/2025 Cambridge Investment Research Advisors Inc.680,120$17.82M0.1%-3.4%0.164%
4/22/2025 Madison Wealth Partners Inc51,110$1.34M0.3%-5.7%0.012%
4/22/2025 Aspire Capital Advisors LLC13,965$366K0.1%-6.1%0.003%
4/22/2025 EWA LLC7,857$206K0.1%-19.8%0.002%
4/22/2025 Moisand Fitzgerald Tamayo LLC286,789$7.51M1.0%-1.1%0.069%
4/22/2025 Envision Financial LLC132,782$3.48M2.6%-7.3%0.032%
4/22/2025 Sage Financial Group Inc.968,327$25.37M2.0%+16.4%0.233%
4/22/2025 Continuum Wealth Advisors LLC21,411$561K0.3%-10.1%0.005%
4/22/2025 Compass Ion Advisors LLC23,285$610K0.1%-28.3%0.006%
4/22/2025 Cantor Fitzgerald Investment Advisors L.P.233,015$6.11M0.4%+52.1%0.056%
4/21/2025 Avior Wealth Management LLC332,829$8.72M0.3%-0.6%0.080%
4/21/2025 ORG Partners LLC1,680$44K0.0%-67.4%0.000%
4/21/2025 Five Pine Wealth Management33,421$876K0.7%-9.0%0.008%
4/21/2025 United Advisor Group LLC56,839$1.49M0.3%+17.4%0.014%
4/21/2025 Well Done LLC18,600$515K0.1%+200.0%0.004%
4/21/2025 Bigelow Investment Advisors LLC34,399$901K0.4%-3.7%0.008%
4/21/2025 Johnson Investment Counsel Inc.594,465$15.58M0.2%+5.6%0.143%
4/21/2025 Kiley Juergens Wealth Management LLC11,987$314K0.1%+15.4%0.003%
4/21/2025 Warner Financial Inc.55,894$1.46M0.6%-1.1%0.013%
4/21/2025 Kingswood Wealth Advisors LLC79,477$2.08M0.1%+1.7%0.019%
4/21/2025 Pegasus Asset Management Inc.25,885$678K0.3%+8.1%0.006%
4/21/2025 Newton One Investments LLC226,111$5.92M2.1%-0.2%0.054%
4/18/2025 Cornerstone Wealth Management LLC35,132$920K0.1%+2.5%0.009%
4/18/2025 Colorado Capital Management Inc.109,096$2.86M1.3%-14.2%0.027%
4/18/2025 DHJJ Financial Advisors Ltd.210,180$5.51M2.2%-0.4%0.052%
4/18/2025 Clayton Financial Group LLC89,336$2.34M0.9%+2.2%0.022%
4/17/2025 NBT Bank N A NY28,780$754K0.1%+17.0%0.007%
4/17/2025 Grimes & Company Inc.21,860$573K0.0%+3.9%0.005%
4/17/2025 Mission Wealth Management LP18,646$489K0.0%+96.5%0.005%
4/17/2025 Pflug Koory LLC4,826$126K0.1%-21.8%0.001%
4/17/2025 1900 Wealth Management LLC46,226$1.21M0.1%-3.9%0.011%
4/17/2025 Trust Point Inc.483,146$12.66M1.2%+0.1%0.118%
4/17/2025 Christensen King & Associates Investment Services Inc.354,897$9.62M4.6%-0.8%0.087%
4/17/2025 CHB Investment Group LLC48,248$1.26M0.7%-4.1%0.012%
4/17/2025 Hengehold Capital Management LLC7,849$206K0.0%-7.6%0.002%
4/17/2025 Brighton Jones LLC22,841$598K0.0%-1.9%0.006%
4/17/2025 Sound Income Strategies LLC3,574$94K0.0%+71.3%0.001%
4/17/2025 Prentice Wealth Management LLC98,384$2.58M0.7%+8.4%0.024%
4/17/2025 Affinity Capital Advisors LLC91,263$2.22M0.4%-4.6%0.022%
4/17/2025 Dynamic Advisor Solutions LLC923,532$24.20M0.8%N/A0.226%
4/17/2025 Motive Wealth Advisors16,986$445K0.2%-52.2%0.004%
4/17/2025 Missouri Trust & Investment Co304,346$7.97M2.8%+0.6%0.075%
4/16/2025 CRA Financial Services LLC84,677$2.22M0.4%-5.9%0.021%
4/16/2025 Opal Wealth Advisors LLC53,216$1.39M0.4%+2.7%0.013%
4/16/2025 IAG Wealth Partners LLC43,138$1.13M0.2%-10.4%0.011%
4/16/2025 Wealth Enhancement Advisory Services LLC5,903,425$154.67M0.3%-3.1%1.447%
4/16/2025 Noble Family Wealth LLC622,368$16.31M4.5%-7.2%0.153%
Real Americans Don’t Wait on Wall Street’s Next Move (Ad)

What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart. Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs. And you don't have to stand by while Wall Street plays roulette with your future.

The Golden Path to Retirement gives you the whole story.
4/16/2025 Bernard Wealth Management Corp.307,218$8.05M3.9%+5.4%0.075%
4/16/2025 CVA Family Office LLC65,943$1.73M0.3%+28.5%0.016%
4/16/2025 Powers Advisory Group LLC164,713$4.32M2.1%+3.2%0.040%
4/16/2025 Krilogy Financial LLC71,871$1.88M0.1%-7.8%0.018%
4/16/2025 Salem Investment Counselors Inc.667,206$17.48M0.6%-1.1%0.164%
4/16/2025 Everhart Financial Group Inc.127,039$3.33M0.5%-0.4%0.031%
4/16/2025 Hilltop Wealth Advisors LLC157,580$4.13M2.3%-4.7%0.039%
4/16/2025 Bensler LLC105,845$2.77M0.3%-14.3%0.026%
4/16/2025 Smithbridge Asset Management Inc. DE227,193$5.95M1.1%N/A0.056%
4/16/2025 RMR Wealth Builders32,812$860K0.1%+3.3%0.008%
(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, 1,002 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. ($1.65B), Creative Planning ($816.83M), HighTower Advisors LLC ($279.25M), Cerity Partners LLC ($186.11M), Northwestern Mutual Wealth Management Co. ($177.69M), Wealth Enhancement Advisory Services LLC ($154.67M), and Moneta Group Investment Advisors LLC ($124.65M).Learn more on SCHM's institutional investors.

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

Of the 949 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: Financial Engines Advisors L.L.C. ($36.13M), Cerity Partners LLC ($22.76M), HighTower Advisors LLC ($7.46M), Advisory Alpha LLC ($4.24M), 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 177,512,265 shares in the last 24 months. This purchase volume represents approximately $4.81B in transactions.

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

Of the 528 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: Advisory Alpha LLC ($1.81M), Prime Capital Investment Advisors LLC ($1.23M), HBK Sorce Advisory LLC ($1.22M), Gradient Investments LLC ($1.00M), Creative Planning ($533.25K), Sheets Smith Wealth Management ($444.97K), and Money Concepts Capital Corp ($366.84K).

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

Institutional investors have sold a total of 17,254,053 shares in the last 24 months. This volume of shares sold represents approximately $434.04M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 4/25/2025 by MarketBeat.com Staff
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