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

Schwab U.S. Mid-Cap ETF logo
$34.83 -0.94 (-2.63%)
As of 06/5/2026 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)
590
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
529
Total
Institutional Outflows
(last 12 months)
$829.37M
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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
6/3/2026 NewEdge Advisors LLC78,792$2.44M0.0%-8.4%0.019%
6/1/2026 Financial Solutions Advisory Group Inc.1,279,556$39.62M5.5%N/A0.305%
5/29/2026 Asset Dedication LLC31,707$982K0.1%+537.8%0.008%
5/28/2026 Cozad Asset Management Inc.17,677$547K0.0%-11.6%0.004%
5/27/2026 Tenret Co LLC34,381$1.06M0.5%-1.9%0.008%
5/26/2026 Serenity Investment Advisors37,026$1.15M0.4%+2.9%0.009%
5/22/2026 Coastline Complete Wealth LLC46,338$1.44M0.9%-0.9%0.011%
5/19/2026 Western Wealth Management LLC2,770$86K0.0%N/A0.001%
5/19/2026 Winnow Wealth LLC6,726$208K0.2%+3,133.7%0.002%
5/19/2026 NewEdge Advisors LLC30,946$958K0.0%-64.0%0.007%
5/19/2026 Bank of America Corp DE869,673$26.93M0.0%-1.4%0.207%
5/19/2026 Arkadios Wealth Advisors28,268$875K0.0%+10.8%0.007%
5/18/2026 Sunbelt Securities Inc.296,948$9.19M0.6%+3.9%0.071%
5/18/2026 EverSource Wealth Advisors LLC11,974$371K0.0%-9.6%0.003%
5/18/2026 Royal Bank of Canada168,268$5.21M0.0%+7.2%0.040%
5/18/2026 Eley Financial Management Inc26,632$825K0.3%+8.0%0.006%
5/16/2026 Quantinno Capital Management LP69,542$2.15M0.0%+39.3%0.017%
5/15/2026 Northeast Financial Group Inc.807,726$25.01M6.2%-9.3%0.192%
5/15/2026 Everest Financial Group LLC23,361$723K0.1%+43.5%0.006%
5/15/2026 Bradley Foster & Sargent Inc. CT52,999$1.64M0.0%-19.9%0.013%
5/15/2026 Waverly Advisors LLC1,702,781$52.72M0.4%-2.2%0.405%
5/15/2026 Asset Management Group Inc.507,857$15.72M2.5%-3.4%0.121%
5/15/2026 Vivaldi Capital Management LP131,751$4.08M0.6%+1.1%0.031%
5/15/2026 St. Louis Trust Co122,547$3.79M0.4%-5.6%0.029%
5/14/2026 Renaissance Technologies LLC19,500$604K0.0%N/A0.005%
5/14/2026 FCA Corp TX8,963$278K0.1%-4.7%0.002%
5/14/2026 Compound Planning Inc.67,221$2.08M0.1%+1.7%0.016%
5/14/2026 Modern Wealth Management LLC186,150$5.82M0.1%-0.3%0.044%
5/14/2026 Aspen Grove Capital LLC68,880$2.13M0.4%-3.5%0.016%
5/14/2026 RMG Wealth Management LLC7,843$243K0.0%+132.8%0.002%
5/14/2026 Dickmeyer Boyce Financial Management Inc.10,744$333K0.2%N/A0.003%
5/14/2026 American Financial Advisors LLC11,364$352K0.0%+2.6%0.003%
5/14/2026 Lido Advisors LLC207,065$6.41M0.0%-32.1%0.049%
5/13/2026 Cetera Investment Advisers1,285,570$39.80M0.0%+9.5%0.306%
5/13/2026 Wealthspire Retirement LLC58,413$1.81M0.1%-2.0%0.014%
5/13/2026 Clearwater Capital Advisors LLC473,011$14.64M1.2%+3.6%0.113%
5/13/2026 Goepper Burkhardt LLC25,006$774K0.3%-11.6%0.006%
5/13/2026 Alesco Advisors LLC An ESL Co30,462$943K0.0%+3.3%0.007%
5/12/2026 Fortis Capital Management LLC487,153$15.08M1.5%+11.4%0.116%
5/8/2026 Pacific Sun Financial Corp31,606$979K0.5%-3.5%0.008%
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5/8/2026 Summit Asset Management LLC1,268,811$39.28M5.5%+0.7%0.302%
5/8/2026 Cassaday & Co Wealth Management LLC3,768$117K0.0%N/A0.001%
5/8/2026 JMG Financial Group Ltd.3,079,700$95.35M2.6%-2.2%0.733%
5/8/2026 Cannon Capital Management Inc.432,843$13.40M10.9%-0.7%0.103%
5/7/2026 Basepoint Wealth LLC951$29K0.0%-50.9%0.000%
5/7/2026 Continuum Wealth Advisors LLC19,849$615K0.3%-2.6%0.005%
5/7/2026 Lowe Brockenbrough & Co. Inc.118,033$3.65M0.2%-2.8%0.028%
5/7/2026 Human Investing LLC7,216$223K0.0%+4.6%0.002%
5/7/2026 Scarborough Advisors LLC250,789$7.76M0.8%N/A0.060%
5/7/2026 Planning Alternatives Ltd. ADV23,797$737K0.1%-3.0%0.006%
5/7/2026 Greenwood Gearhart LLC35,667$1.10M0.1%+141.7%0.008%
5/7/2026 Liberty Square Wealth Partners LLC47,873$1.48M0.4%-28.4%0.011%
5/7/2026 True North Advisors LLC87,706$2.72M0.3%-4.3%0.021%
5/7/2026 Paradigm Strategies in Wealth Management LLC100,178$3.10M2.1%-7.1%0.024%
5/7/2026 White & Co Financial Planning Inc436,832$13.52M9.5%+1.0%0.104%
5/6/2026 IMA Advisory Services Inc.468,821$14.52M1.4%+1.8%0.112%
5/6/2026 Bartlett & CO. Wealth Management LLC85,687$2.91M0.0%+10.4%0.020%
5/6/2026 Zhang Financial LLC98,847$3.06M0.1%+3.0%0.024%
5/6/2026 Modera Wealth Management LLC697,391$21.59M0.3%-4.3%0.166%
5/6/2026 Townsend Asset Management Corp NC ADV19,921$617K0.2%-24.6%0.005%
5/6/2026 Independent Financial Group LLC8,676$269K0.0%N/A0.002%
5/5/2026 Evergreen Advisors LLC922$29K0.0%N/A0.000%
5/5/2026 Bank of New York Mellon Corp21,746$673K0.0%-30.2%0.005%
5/5/2026 Milestone Investment Advisors LLC336,639$10.42M2.5%-0.1%0.080%
5/5/2026 SouthState Bank Corp6,900$214K0.0%+4.8%0.002%
5/5/2026 BlueChip Wealth Advisors LLC29,613$917K0.4%+8.0%0.007%
5/5/2026 Sigma Planning Corp28,987$897K0.0%-4.8%0.007%
5/4/2026 Retirement Planning Group LLC33,687$1.04M0.0%+24.2%0.008%
5/4/2026 Evernest Financial Advisors LLC17,912$604K0.1%-14.0%0.004%
5/4/2026 Lutz Financial Services LLC678,368$21.00M1.4%+1.2%0.162%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,225$286K0.0%-46.6%0.002%
5/4/2026 Bleakley Financial Group LLC642,913$19.91M0.3%-1.3%0.153%
5/4/2026 Archer Investment Corp1,075$33K0.0%+266.9%0.000%
5/4/2026 WJ Financial Advisors LLC73,465$2.27M1.8%+5.3%0.017%
5/4/2026 NWF Advisory Services Inc.12,370$383K0.0%+10.5%0.003%
5/4/2026 Nadler Financial Group Inc.333,762$10.33M1.0%-7.0%0.079%
5/4/2026 Chicago Partners Investment Group LLC1,016,853$34.34M0.7%+6.8%0.242%
5/4/2026 Cdkv Holdings LLC86,962$2.69M2.4%+3.9%0.021%
5/2/2026 Global Assets Advisory LLC9,981$306K0.1%N/A0.002%
5/2/2026 Anchor Investment Management LLC205,178$6.35M0.5%-1.2%0.049%
5/2/2026 Diversify Wealth Management LLC173,944$5.80M0.1%+20.3%0.041%
5/2/2026 Towercrest Capital Management376,193$11.65M1.8%-1.1%0.090%
5/2/2026 Valmark Advisers Inc.114,248$3.54M0.0%+3.2%0.027%
5/2/2026 Pittenger & Anderson Inc.461,014$14.27M0.6%-2.9%0.110%
5/2/2026 Vestment Financial LLC16,841$571K0.3%-5.9%0.004%
5/1/2026 Capital Squared Financial LLC67,507$2.09M1.6%+6.5%0.016%
5/1/2026 Citizens Financial Group Inc. RI124,828$3.87M0.1%-3.6%0.030%
5/1/2026 Fifth Third Bancorp25,706$796K0.0%+519.4%0.006%
5/1/2026 American Trust8,514$264K0.0%+9.9%0.002%
5/1/2026 Summit Financial Strategies Inc.1,282,374$39.70M3.1%-18.2%0.305%
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5/1/2026 Oakwell Private Wealth Management LLC11,655$361K0.1%-35.5%0.003%
5/1/2026 Sachetta LLC26,302$814K0.4%+2.3%0.006%
5/1/2026 WealthShield Partners LLC100,049$3.10M0.3%-2.2%0.024%
5/1/2026 Triton Wealth Management PLLC8,352$262K0.1%-18.0%0.002%
5/1/2026 Barnett & Company Inc.8,004$248K0.2%-4.5%0.002%
5/1/2026 Sequoia Financial Advisors LLC115,062$3.56M0.0%+0.5%0.027%
4/30/2026 Whipplewood Advisors LLC42,259$1.31M0.7%-3.5%0.010%
4/30/2026 Waterfront Wealth Inc.102,010$3.16M0.6%+12.1%0.024%
4/30/2026 Kestra Advisory Services LLC144,550$4.48M0.0%-1.9%0.034%
4/30/2026 Money Concepts Capital Corp355,590$11.01M0.6%+5.7%0.085%


SCHM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,109 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 1,066 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), Advisory Alpha LLC ($7.13M), HighTower Advisors LLC ($7.10M), Cerity Partners LLC ($4.93M), Valpey Financial Services LLC ($4.23M), Wealth Enhancement Advisory Services LLC ($4.09M), and Northwestern Mutual Wealth Management Co. ($3.92M).

Institutional investors have bought a total of 37,221,394 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

Of the 529 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), Thrivent Financial for Lutherans ($1.54M), Cerity Partners LLC ($1.47M), Prime Capital Investment Advisors LLC ($1.33M), DAVENPORT & Co LLC ($1.17M), and Envestnet Asset Management Inc. ($1.09M).

Institutional investors have sold a total of 28,302,061 shares in the last 24 months. This volume of shares sold represents approximately $829.37M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 6/7/2026 by MarketBeat.com Staff.
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