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

Schwab U.S. Mid-Cap ETF logo
$35.35 +0.56 (+1.61%)
As of 04:10 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)
576
Total
Institutional Inflows
(last 12 months)
$1.03B
Number of
Institutional Sellers
(last 12 months)
513
Total
Institutional Outflows
(last 12 months)
$785.26M
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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
7/12/2026 First Community Trust NA2,266$84K0.0%-20.7%0.001%
7/10/2026 Envision Financial LLC89,605$3.30M1.5%-8.3%0.022%
7/10/2026 Leverty Financial Group LLC21,540$794K0.2%-11.2%0.005%
7/10/2026 JFS Wealth Advisors LLC57,375$2.12M0.1%+1.3%0.014%
7/10/2026 Canvas Wealth Advisors LLC8,199$302K0.0%-9.9%0.002%
7/10/2026 William Mack & Associates Inc.7,918$292K0.1%N/A0.002%
7/10/2026 Ocean Park Asset Management LLC38,065$1.40M0.1%N/A0.009%
7/10/2026 Spinnaker Investment Group LLC472,438$17.42M2.8%+13.2%0.114%
7/10/2026 Carolina Wealth Advisors LLC22,910$845K0.3%-5.7%0.006%
7/10/2026 Redhawk Wealth Advisors Inc.11,426$421K0.0%-46.6%0.003%
7/10/2026 Marquette Asset Management LLC80,271$2.96M0.4%-1.5%0.019%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,638$503K0.1%-8.5%0.003%
7/10/2026 Alliance Private Wealth LLC61,493$2.27M0.8%-0.5%0.015%
7/10/2026 Wealthcare Advisory Partners LLC76,252$2.81M0.1%-11.6%0.018%
7/10/2026 Warner Financial Inc.59,738$2.20M0.6%+1.4%0.014%
7/9/2026 Financial Management Professionals Inc.1,630$60K0.0%N/A0.000%
7/9/2026 Revolve Wealth Partners LLC94,251$3.48M0.4%-2.6%0.023%
7/9/2026 Wealthcare Capital Partners LLC14,149$522K0.2%N/A0.003%
7/9/2026 Contravisory Investment Management Inc.7,444$274K0.0%-60.8%0.002%
7/9/2026 Focus Financial Network Inc.465,129$17.15M0.5%-4.2%0.112%
7/9/2026 Legacy Wealth Management LLC4,286,476$158.04M8.3%-0.8%1.031%
7/9/2026 Great Waters Wealth Management35,598$1.31M0.1%-2.8%0.009%
7/9/2026 Birchbrook Inc.145,601$5.37M2.5%-6.7%0.035%
7/9/2026 Everhart Financial Group Inc.98,643$3.64M0.2%-9.1%0.024%
7/9/2026 OxenFree Capital LLC195,751$6.96M3.2%+8.3%0.047%
7/9/2026 Sunburst Financial Group LLC56,858$2.10M0.3%-1.4%0.014%
7/9/2026 Valeo Financial Advisors LLC59,226$2.18M0.0%-2.7%0.014%
7/9/2026 Worth Asset Management LLC19,849$732K0.2%N/A0.005%
7/8/2026 Colorado Capital Management Inc.60,877$2.25M0.8%-10.0%0.015%
7/8/2026 Trust Point Inc.247,145$9.11M0.8%+0.7%0.059%
7/8/2026 OFS Enterprise LLC53,510$1.97M0.5%-1.0%0.013%
7/8/2026 Palouse Capital Management Inc.3,952$146K0.1%+87.6%0.001%
7/8/2026 Meriwether Wealth & Planning LLC11,012$406K0.2%+24.1%0.003%
7/8/2026 Elevation Wealth Partners LLC32,906$1.21M0.4%-2.2%0.008%
7/8/2026 Gainplan LLC6,746$249K0.1%N/A0.002%
7/7/2026 Dynamic Advisor Solutions LLC1,198,872$44.20M1.3%+5.2%0.288%
7/7/2026 Avior Wealth Management LLC381,998$14.08M0.4%+1.4%0.092%
7/7/2026 Canandaigua National Bank & Trust Co.6,630$244K0.0%N/A0.002%
7/7/2026 PPS&V Asset Management Consultants Inc.271,989$10.03M5.4%+2.7%0.065%
7/7/2026 CoreCap Advisors LLC8,417$310K0.0%+31.0%0.002%
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7/7/2026 Pacific Excel Wealth Advisors Inc.30,143$1.11M0.4%N/A0.007%
7/6/2026 Bangor Savings Bank537,014$19.80M1.5%-4.1%0.129%
7/6/2026 Boltwood Capital Management96,784$3.57M0.8%+1.6%0.023%
7/2/2026 Burkett Financial Services LLC83,126$3.07M1.0%-3.9%0.020%
7/2/2026 Collective Family Office LLC55,883$2.06M0.4%-1.6%0.013%
7/2/2026 CX Institutional172,713$6.37M0.2%+11.1%0.042%
6/23/2026Ballast Advisors LLC6,124$190K0.1%-8.3%0.001%
6/10/2026FAS Wealth Partners Inc.627,188$19.42M1.2%+3.8%0.149%
6/8/2026Pine Valley Investments Ltd Liability Co61,120$1.89M0.1%+13.6%0.015%
6/3/2026NewEdge 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%
5/29/2026Asset Dedication LLC31,707$982K0.1%+537.8%0.008%
5/28/2026Cozad Asset Management Inc.17,677$547K0.0%-11.6%0.004%
5/27/2026Tenret Co LLC34,381$1.06M0.5%-1.9%0.008%
5/26/2026Serenity Investment Advisors37,026$1.15M0.4%+2.9%0.009%
5/22/2026Coastline Complete Wealth LLC46,338$1.44M0.9%-0.9%0.011%
5/19/2026Western Wealth Management LLC2,770$86K0.0%N/A0.001%
5/19/2026Winnow Wealth LLC6,726$208K0.2%+3,133.7%0.002%
5/19/2026NewEdge Advisors LLC30,946$958K0.0%-64.0%0.007%
5/19/2026Bank of America Corp DE869,673$26.93M0.0%-1.4%0.207%
5/19/2026Arkadios Wealth Advisors28,268$875K0.0%+10.8%0.007%
5/18/2026Sunbelt Securities Inc.296,948$9.19M0.6%+3.9%0.071%
5/18/2026EverSource Wealth Advisors LLC11,974$371K0.0%-9.6%0.003%
5/18/2026Royal Bank of Canada168,268$5.21M0.0%+7.2%0.040%
5/18/2026Eley Financial Management Inc26,632$825K0.3%+8.0%0.006%
5/16/2026Quantinno Capital Management LP69,542$2.15M0.0%+39.3%0.017%
5/15/2026Northeast Financial Group Inc.807,726$25.01M6.2%-9.3%0.192%
5/15/2026Everest Financial Group LLC23,361$723K0.1%+43.5%0.006%
5/15/2026Bradley Foster & Sargent Inc. CT52,999$1.64M0.0%-19.9%0.013%
5/15/2026Waverly Advisors LLC1,702,781$52.72M0.4%-2.2%0.405%
5/15/2026Asset Management Group Inc.507,857$15.72M2.5%-3.4%0.121%
5/15/2026Vivaldi Capital Management LP131,751$4.08M0.6%+1.1%0.031%
5/15/2026St. Louis Trust Co122,547$3.79M0.4%-5.6%0.029%
5/14/2026Renaissance Technologies LLC19,500$604K0.0%N/A0.005%
5/14/2026FCA Corp TX8,963$278K0.1%-4.7%0.002%
5/14/2026Compound Planning Inc.67,221$2.08M0.1%+1.7%0.016%
5/14/2026Modern Wealth Management LLC186,150$5.82M0.1%-0.3%0.044%
5/14/2026Aspen Grove Capital LLC68,880$2.13M0.4%-3.5%0.016%
5/14/2026RMG Wealth Management LLC7,843$243K0.0%+132.8%0.002%
5/14/2026Dickmeyer 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%
5/14/2026Lido Advisors LLC207,065$6.41M0.0%-32.1%0.049%
5/13/2026Cetera Investment Advisers1,285,570$39.80M0.0%+9.5%0.306%
5/13/2026Wealthspire Retirement LLC58,413$1.81M0.1%-2.0%0.014%
5/13/2026Clearwater Capital Advisors LLC473,011$14.64M1.2%+3.6%0.113%
5/13/2026Goepper Burkhardt LLC25,006$774K0.3%-11.6%0.006%
5/13/2026Alesco Advisors LLC An ESL Co30,462$943K0.0%+3.3%0.007%
5/12/2026Fortis Capital Management LLC487,153$15.08M1.5%+11.4%0.116%
5/8/2026Pacific Sun Financial Corp31,606$979K0.5%-3.5%0.008%
5/8/2026Summit Asset Management LLC1,268,811$39.28M5.5%+0.7%0.302%
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5/8/2026Cassaday & Co Wealth Management LLC3,768$117K0.0%N/A0.001%
5/8/2026JMG Financial Group Ltd.3,079,700$95.35M2.6%-2.2%0.733%
5/8/2026Cannon Capital Management Inc.432,843$13.40M10.9%-0.7%0.103%
5/7/2026Basepoint Wealth LLC951$29K0.0%-50.9%0.000%
5/7/2026Continuum Wealth Advisors LLC19,849$615K0.3%-2.6%0.005%
5/7/2026Lowe 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%
5/7/2026Scarborough Advisors LLC250,789$7.76M0.8%N/A0.060%
5/7/2026Planning Alternatives Ltd. ADV23,797$737K0.1%-3.0%0.006%
5/7/2026Greenwood Gearhart LLC35,667$1.10M0.1%+141.7%0.008%


SCHM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,108 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 34,802,227 shares in the last 24 months. This purchase volume represents approximately $1.03B in transactions.

Of the 509 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 26,676,676 shares in the last 24 months. This volume of shares sold represents approximately $785.26M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 7/21/2026 by MarketBeat.com Staff.
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