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

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$77.00
-0.36 (-0.47%)
(As of 04/25/2024 ET)
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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)
492
Total
Institutional Inflows
(last 12 months)
$2.31B
Number of
Institutional Sellers
(last 12 months)
409
Total
Institutional Outflows
(last 12 months)
$672.98M
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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
4/25/2024Oldfather Financial Services LLC17,288$1.41M0.6%-1.2%0.012%
4/25/2024Armor Investment Advisors LLC21,349$1.74M0.8%-2.4%0.015%
4/25/2024 IAG Wealth Partners LLC17,599$1.43M0.3%-10.5%0.012%
4/25/2024 Cambridge Investment Research Advisors Inc.231,578$18.86M0.1%+4.0%0.162%
4/24/2024 Private Trust Co. NA7,765$632K0.1%-5.2%0.005%
4/24/2024 Leavell Investment Management Inc.153,253$12.48M0.7%-3.6%0.107%
4/24/2024 Krilogy Financial LLC32,342$2.63M0.2%-3.7%0.023%
4/24/2024 Patton Albertson Miller Group LLC4,430$361K0.1%-6.2%0.003%
4/24/2024 Zhang Financial LLC25,298$2.06M0.2%+0.6%0.018%
4/24/2024 Verity & Verity LLC8,000$630K0.2%N/A0.006%
4/24/2024 1900 Wealth Management LLC18,372$1.50M0.1%-3.5%0.013%
4/24/2024 Blue Bell Private Wealth Management LLC47,608$3.88M0.8%+0.6%0.033%
4/24/2024 Trinity Legacy Partners LLC134,760$10.97M3.2%-12.5%0.094%
4/24/2024 Sightline Wealth Advisors LLC109,511$8.92M5.9%+1.3%0.077%
4/24/2024 Dakota Wealth Management27,176$2.21M0.1%+10.5%0.019%
4/24/2024 SOL Capital Management CO10,214$832K0.1%+1.5%0.007%
4/24/2024 Smith Anglin Financial LLC19,984$1.63M0.2%-1.8%0.014%
4/24/2024 Simplicity Wealth LLC205,317$16.72M0.4%+4,467.7%0.144%
4/24/2024 NBT Bank N A NY7,973$649K0.0%+73.8%0.006%
4/24/2024 Spire Wealth Management18,782$1.53M0.1%-1.6%0.013%
4/24/2024 First Pacific Financial16,888$1.38M0.4%-27.9%0.012%
4/24/2024 Gemmer Asset Management LLC465,248$37.89M4.4%-0.3%0.325%
4/23/2024 James J. Burns & Company LLC46,046$3.69M1.3%-38.0%0.032%
4/23/2024Busey Bank3,984$324K0.0%-3.9%0.003%
4/23/2024 Bfsg LLC19,117$1.56M0.2%-3.2%0.013%
4/23/2024 Global Retirement Partners LLC31,094$2.53M0.1%+3.9%0.022%
4/23/2024 Asset Planning Services Inc. LA ADV5,977$487K0.3%-6.6%0.004%
4/23/2024 Oak Harbor Wealth Partners LLC591$48K0.0%-43.0%0.000%
4/23/2024 Gradient Investments LLC982$80K0.0%-38.9%0.001%
4/23/2024 Summit Trail Advisors LLC3,749$305K0.0%N/A0.003%
4/23/2024 Leverty Financial Group LLC5,279$430K0.3%-29.5%0.004%
4/23/2024 Financial Consulate Inc.3,389$276K0.1%-98.0%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.635,152$51.72M0.1%-0.1%0.444%
4/23/2024 Crescent Sterling Ltd.20,411$1.66M1.5%+1.2%0.014%
4/22/2024 American Financial Advisors LLC3,124$254K0.0%+13.3%0.002%
4/22/2024 Arista Wealth Management LLC8,014$653K0.5%N/A0.006%
4/22/2024 Harfst & Associates Inc.8,853$721K0.3%-1.7%0.006%
4/22/2024 PFG Investments LLC3,576$291K0.0%-24.9%0.003%
4/22/2024 Family Investment Center Inc.59,482$4.84M1.6%-6.2%0.042%
4/22/2024 Altfest L J & Co. Inc.14,096$1.15M0.2%-1.0%0.010%
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4/22/2024 Parsons Capital Management Inc. RI13,424$1.09M0.1%-8.2%0.009%
4/22/2024 Donaldson Capital Management LLC17,134$1.40M0.1%+10.4%0.012%
4/22/2024 Raymond James & Associates177,019$14.42M0.0%+0.1%0.124%
4/22/2024 Aurora Private Wealth Inc.6,225$504K0.4%-5.0%0.004%
4/22/2024 Strategic Financial Planning Inc.27,487$2.24M1.7%-0.9%0.019%
4/19/2024 Whelan Financial9,789$797K0.4%-1.5%0.007%
4/19/2024 Powers Advisory Group LLC48,212$3.93M2.2%+2.4%0.034%
4/19/2024 ZRC Wealth Management LLC20,428$1.66M0.8%-8.4%0.014%
4/19/2024 Spinnaker Investment Group LLC136,283$11.10M3.1%+2.4%0.095%
4/19/2024 Valley National Advisers Inc.149,432$12.17M1.8%+3.7%0.104%
4/19/2024 Tradewinds Capital Management LLC212,905$17.34M4.8%N/A0.149%
4/18/2024 Capital Advisors Ltd. LLC3,820$311K0.0%+11.7%0.003%
4/18/2024 Exchange Capital Management Inc.70,492$5.74M0.9%-16.6%0.049%
4/18/2024 Panoramic Investment Advisors LLC17,694$1.44M1.1%+3.0%0.012%
4/18/2024 Congress Wealth Management LLC DE 64,441$5.25M0.1%-2.5%0.045%
4/18/2024 Morris Financial Concepts Inc.1,227$100K0.1%-44.3%0.001%
4/18/2024 Miracle Mile Advisors LLC71,002$5.78M0.1%-8.8%0.050%
4/18/2024 Fifth Third Securities Inc.145,851$11.88M1.2%+0.7%0.102%
4/18/2024 Mirador Capital Partners LP4,772$389K0.1%+5.2%0.003%
4/18/2024 Arlington Financial Advisors LLC3,540$288K0.1%-79.7%0.002%
4/17/2024 D.B. Root & Company LLC6,094$496K0.2%+12.9%0.004%
4/17/2024 Red Door Wealth Management LLC28,151$2.29M0.4%-8.6%0.020%
4/17/2024 Gradient Capital Advisors LLC98,798$8.05M3.0%-1.6%0.069%
4/17/2024 Cornerstone Wealth Group LLC23,801$1.94M0.2%N/A0.017%
4/17/2024 Richardson Capital Management LLC166,660$13.57M11.1%+113,274.1%0.117%
4/17/2024 FIDELIS iM LLC16,005$1.30M0.7%-1.3%0.011%
4/17/2024 Alpha Omega Wealth Management LLC49,488$4.03M0.7%+0.6%0.035%
4/16/2024 MCF Advisors LLC11,228$914K0.1%-14.6%0.008%
4/16/2024 Noble Family Wealth LLC296,259$24.12M6.9%-12.1%0.207%
4/16/2024 Newton One Investments LLC231,078$18.82M8.3%+1.8%0.162%
4/16/2024 Moisand Fitzgerald Tamayo LLC377,757$30.76M4.7%+5.3%0.264%
4/16/2024 OneAscent Financial Services LLC63,437$5.17M0.6%-3.8%0.044%
4/16/2024 Cambridge Advisors Inc.19,381$1.58M0.4%+12.0%0.014%
4/16/2024 Courage Miller Partners LLC137,522$11.20M3.9%+1.4%0.096%
4/16/2024 Transform Wealth LLC30,432$2.48M0.2%+1.5%0.021%
4/16/2024 Harbor Group Inc.166,767$13.58M3.6%-0.4%0.117%
4/16/2024 Sunburst Financial Group LLC28,116$2.28M0.6%-0.9%0.020%
4/16/2024 Lincoln Capital Corp112,883$9.19M4.0%-1.1%0.079%
4/16/2024 Colorado Capital Management Inc.77,530$6.31M3.7%+0.2%0.054%
4/16/2024 Wealth Enhancement Advisory Services LLC2,140,092$174.27M0.5%-2.3%1.497%
4/16/2024 Advocacy Wealth Management Services LLC403,274$32.84M2.8%+12.9%0.282%
4/15/2024 Wealthcare Capital Management LLC5,104$416K0.0%-56.7%0.004%
4/15/2024 Wealthcare Advisory Partners LLC52,276$4.26M0.1%-24.7%0.037%
4/15/2024 S.A. Mason LLC15,269$1.24M0.7%+5.7%0.011%
4/15/2024 Peterson Wealth Advisors LLC58,651$4.78M1.0%-0.4%0.041%
4/15/2024 Revolve Wealth Partners LLC40,248$3.28M0.6%-2.6%0.028%
4/15/2024 Northeast Financial Group Inc.233,997$19.05M8.4%+11.9%0.164%
4/15/2024 St. Johns Investment Management Company LLC138,073$11.24M5.4%+4.2%0.097%
4/15/2024 Sunbelt Securities Inc.83,611$6.81M0.8%+9.0%0.058%
4/15/2024 Atlas Capital Advisors LLC47,892$3.90M0.6%+15.2%0.033%
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4/15/2024 First National Corp MA ADV169,038$12.73M3.1%-0.5%0.118%
4/15/2024 Prentice 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%
(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, 856 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), Prime Capital Investment Advisors LLC ($129.46M), 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 709 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: Cerity Partners LLC ($18.04M), Financial Engines Advisors L.L.C. ($6.80M), Creative Planning ($3.92M), Gradient Investments LLC ($1.03M), HighTower Advisors LLC ($990.35K), HBK Sorce Advisory LLC ($775.91K), and Advisory Alpha LLC ($617.71K).

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

Institutional investors have bought a total of 52,139,986 shares in the last 24 months. This purchase volume represents approximately $3.66B in transactions.

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

Of the 565 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), Brookstone Capital Management ($594.46K), Pinkerton Retirement Specialists LLC ($386.59K), and Nadler Financial Group Inc. ($377.56K).

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

Institutional investors have sold a total of 17,681,329 shares in the last 24 months. This volume of shares sold represents approximately $1.22B in transactions.


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This page (NYSEARCA:SCHM) was last updated on 4/25/2024 by MarketBeat.com Staff

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