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

$80.69

+1.36 (+1.71%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 484
Total Institutional Inflows (last 12 months): $2.31B

Number of Institutional Sellers (last 12 months): 413
Total Institutional Outflows (last 12 months): $651.06M

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SCHM Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	1900 Wealth Management LLC	17,431	$1.36M	0.1%	-5.1%	0.012%
7/26/2024	Avion Wealth	2,623	$204K	0.1%	+11.7%	0.002%
7/26/2024	BLB&B Advisors LLC	501,712	$39.05M	2.1%	-6.6%	0.350%
7/26/2024	Richardson Capital Management LLC	167,428	$13.03M	10.0%	+0.5%	0.117%
7/26/2024	WealthShield Partners LLC	33,755	$2.64M	0.4%	+0.7%	0.024%
7/26/2024	Harbour Investments Inc.	13,402	$1.04M	0.0%	-4.5%	0.009%
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7/26/2024	Bensler LLC	47,979	$3.73M	0.5%	-10.9%	0.033%
7/26/2024	Patriot Financial Group Insurance Agency LLC	4,666	$363K	0.1%	-9.7%	0.003%
7/26/2024	Atomi Financial Group Inc.	12,011	$935K	0.1%	N/A	0.008%
7/26/2024	Cambridge Investment Research Advisors Inc.	217,385	$16.92M	0.1%	-6.1%	0.152%
7/26/2024	Schaeffer Financial LLC	104,809	$8.16M	8.9%	-6.3%	0.073%
7/26/2024	Signature Estate & Investment Advisors LLC	19,612	$1.53M	0.0%	N/A	0.014%
7/26/2024	St. Johns Investment Management Company LLC	135,636	$10.56M	5.0%	-1.8%	0.095%
7/26/2024	Alpha Omega Wealth Management LLC	49,155	$3.83M	0.7%	-0.7%	0.034%
7/26/2024	Pegasus Asset Management Inc.	9,865	$768K	0.3%	-4.1%	0.007%
7/26/2024	Bank of New York Mellon Corp	5,938	$462K	0.0%	+53.7%	0.004%
7/26/2024	Paulson Wealth Management Inc.	16,385	$1.28M	0.4%	-2.9%	0.011%
7/26/2024	Bristlecone Advisors LLC	35,966	$2.80M	0.2%	-1.6%	0.025%
7/26/2024	IMA Advisory Services Inc.	144,998	$11.29M	2.6%	N/A	0.101%
7/25/2024	Raymond James Trust N.A.	10,598	$825K	0.0%	+3.7%	0.007%
7/25/2024	Pineridge Advisors LLC	41,809	$3.25M	1.1%	N/A	0.029%
7/25/2024	Highland Capital Management LLC	2,933	$228K	0.0%	N/A	0.002%
7/25/2024	Mokosak Advisory Group LLC	326,087	$25.38M	8.4%	+0.5%	0.227%
7/25/2024	Courage Miller Partners LLC	137,254	$10.68M	3.8%	-0.2%	0.096%
7/25/2024	Calamos Wealth Management LLC	3,833	$298K	0.0%	N/A	0.003%
7/25/2024	Clear Creek Financial Management LLC	102,615	$7.99M	1.0%	-6.1%	0.072%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	38,242	$2.98M	0.3%	+0.7%	0.027%
7/25/2024	Cooksen Wealth LLC	8,194	$638K	0.6%	-3.2%	0.006%
7/25/2024	Destination Wealth Management	27,183	$2.12M	0.1%	-3.5%	0.019%
7/24/2024	McAdam LLC	15,387	$1.20M	0.1%	-7.0%	0.011%
7/24/2024	TrueWealth Advisors LLC	3,602	$280K	0.1%	-57.1%	0.003%
7/24/2024	Oldfather Financial Services LLC	17,469	$1.36M	0.6%	+1.0%	0.012%
7/24/2024	Joseph P. Lucia & Associates LLC	27,073	$2.11M	1.1%	-2.4%	0.019%
7/24/2024	Everhart Financial Group Inc.	49,876	$3.88M	1.0%	+0.3%	0.035%
7/24/2024	Spinnaker Investment Group LLC	137,851	$10.73M	3.0%	+1.2%	0.096%
7/24/2024	Powers Advisory Group LLC	51,585	$4.02M	2.2%	+7.0%	0.036%
7/24/2024	&PARTNERS	4,100	$319K	0.0%	+19.9%	0.003%
7/23/2024	Financial Synergies Wealth Advisors Inc.	72,913	$5.68M	0.8%	-2.2%	0.051%
7/23/2024	Madison Park Capital Advisors LLC	23,450	$1.83M	1.5%	+4.8%	0.016%
7/23/2024	Horst & Graben Wealth Management LLC	2,719	$212K	0.0%	N/A	0.002%
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7/23/2024	Fortis Capital Management LLC	113,950	$8.87M	1.9%	+1.6%	0.079%
7/23/2024	Exchange Capital Management Inc.	61,315	$4.77M	0.8%	-13.0%	0.043%
7/23/2024	Vicus Capital	7,017	$546K	0.0%	-3.3%	0.005%
7/23/2024	Essex LLC	175,692	$13.67M	3.1%	+3.4%	0.123%
7/22/2024	Atria Wealth Solutions Inc.	10,926	$852K	0.0%	-4.2%	0.008%
7/22/2024	Krilogy Financial LLC	28,689	$2.23M	0.2%	-11.3%	0.020%
7/22/2024	Nadler Financial Group Inc.	117,045	$9.11M	1.1%	-0.4%	0.082%
7/22/2024	Focus Financial Network Inc.	173,437	$14.05M	0.6%	-0.1%	0.121%
7/22/2024	SeaCrest Wealth Management LLC	30,174	$2.35M	0.3%	+7.3%	0.021%
7/22/2024	MBE Wealth Management LLC	5,737	$447K	0.3%	-3.9%	0.004%
7/22/2024	Dakota Wealth Management	27,340	$2.13M	0.1%	+0.6%	0.019%
7/20/2024	Kavar Capital Partners Group LLC	81,265	$6.33M	1.1%	+2.3%	0.057%
7/20/2024	First Pacific Financial	16,471	$1.28M	0.3%	-2.5%	0.011%
7/20/2024	Parsons Capital Management Inc. RI	10,419	$811K	0.1%	-22.4%	0.007%
7/20/2024	Raymond James Financial Services Advisors Inc.	645,119	$50.21M	0.1%	+1.6%	0.450%
7/20/2024	Brand Asset Management Group Inc.	98,462	$7.66M	3.2%	+5.0%	0.069%
7/20/2024	Apollon Financial LLC	44,232	$3.44M	1.1%	+1.8%	0.031%
7/20/2024	Boston Mountain Money Management Inc.	29,029	$2.26M	1.5%	-3.6%	0.020%
7/20/2024	Apollon Wealth Management LLC	229,962	$17.90M	0.5%	+1,245.9%	0.160%
7/20/2024	Zhang Financial LLC	30,370	$2.36M	0.2%	+20.0%	0.021%
7/19/2024	Tiller Private Wealth Inc.	115,043	$8.95M	3.9%	-1.0%	0.080%
7/19/2024	Cantor Fitzgerald Investment Advisors L.P.	33,026	$2.57M	0.2%	-3.4%	0.023%
7/19/2024	Pacific Sun Financial Corp	11,542	$898K	0.5%	-1.6%	0.008%
7/19/2024	Ironwood Financial llc	20,486	$1.59M	0.4%	-2.1%	0.014%
7/19/2024	Williams Financial LLC	320,369	$25.15M	0.3%	+6,285.7%	0.223%
7/19/2024	Family Investment Center Inc.	58,551	$4.56M	1.4%	-1.6%	0.041%
7/19/2024	Revolve Wealth Partners LLC	39,834	$3.10M	0.5%	-1.0%	0.028%
7/19/2024	Raymond James & Associates	165,129	$12.85M	0.0%	-6.7%	0.115%
7/19/2024	Summit Financial Strategies Inc.	642,116	$49.98M	6.2%	+4.0%	0.448%
7/19/2024	CAP Partners LLC	9,962	$775K	0.6%	-3.6%	0.007%
7/19/2024	Oakworth Capital Inc.	794	$62K	0.0%	-34.4%	0.001%
7/18/2024	Gradient Investments LLC	416	$32K	0.0%	-57.6%	0.000%
7/18/2024	Brookstone Capital Management	56,055	$4.54M	0.1%	-9.2%	0.039%
7/18/2024	Portside Wealth Group LLC	5,269	$410K	0.1%	N/A	0.004%
7/18/2024	Pure Financial Advisors LLC	70,875	$5.52M	0.2%	-5.4%	0.049%
7/18/2024	Miracle Mile Advisors LLC	70,554	$5.49M	0.1%	-0.6%	0.049%
7/18/2024	Naples Global Advisors LLC	15,645	$1.22M	0.1%	+2.7%	0.011%
7/18/2024	Lathrop Investment Management Corp	66,872	$5.21M	1.0%	-4.8%	0.047%
7/18/2024	Nova R Wealth Inc.	5,726	$446K	0.2%	-51.4%	0.004%
7/18/2024	Valley National Advisers Inc.	152,335	$11.86M	1.8%	+1.9%	0.106%
7/18/2024	Silver Lake Advisory LLC	12,883	$1.00M	0.2%	N/A	0.009%
7/17/2024	Newton One Investments LLC	230,886	$17.97M	7.7%	-0.1%	0.161%
7/17/2024	Manchester Financial Inc.	302,522	$23.55M	5.8%	+1.2%	0.211%
7/17/2024	FinDec Wealth Services Inc.	3,434	$267K	0.2%	-7.5%	0.002%
7/17/2024	Red Door Wealth Management LLC	25,700	$2M	0.4%	-8.7%	0.018%
7/17/2024	Sharkey Howes & Javer	18,678	$1.45M	0.2%	-7.1%	0.013%
7/17/2024	Patrick M Sweeney & Associates Inc.	3,007	$224K	0.2%	+11.9%	0.002%
7/17/2024	LifeSteps Financial Inc.	23,851	$1.86M	1.5%	-4.5%	0.017%
7/17/2024	James J. Burns & Company LLC	74,370	$5.79M	1.1%	+61.5%	0.052%
7/17/2024	Leavell Investment Management Inc.	146,867	$11.47M	0.6%	-4.2%	0.102%
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7/17/2024	Arlington Financial Advisors LLC	3,130	$244K	0.1%	-11.6%	0.002%
7/17/2024	Redhawk Wealth Advisors Inc.	12,435	$968K	0.1%	-27.7%	0.009%
7/17/2024	IAG Wealth Partners LLC	16,999	$1.32M	0.3%	-3.4%	0.012%
7/16/2024	Cornerstone Wealth Management LLC	11,166	$869K	0.1%	+1.2%	0.008%
7/16/2024	Envestnet Portfolio Solutions Inc.	71,495	$5.56M	0.0%	+2.9%	0.050%
7/16/2024	Steele Capital Management Inc.	49,293	$3.85M	0.2%	-0.9%	0.034%
7/16/2024	Great Valley Advisor Group Inc.	60,861	$4.74M	0.1%	+0.5%	0.042%
7/16/2024	Wealth Enhancement Advisory Services LLC	2,070,818	$161.17M	0.4%	-3.2%	1.445%
7/16/2024	Maia Wealth LLC	5,916	$476K	0.1%	N/A	0.004%
7/16/2024	EWG Elevate Inc.	67,519	$5.26M	1.9%	-0.9%	0.047%

(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, 854 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 ($161.17M), Advisory Alpha LLC ($139.54M), 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 707 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. ($5.91M), Creative Planning ($3.92M), Gradient Investments LLC ($1.03M), HBK Sorce Advisory LLC ($775.91K), HighTower Advisors LLC ($722.03K), and Sheets Smith Wealth Management ($430.05K).
How much institutional buying is happening at Schwab U.S. Mid-Cap ETF?: Institutional investors have bought a total of 50,561,726 shares in the last 24 months. This purchase volume represents approximately $3.56B in transactions.

Which Schwab U.S. Mid-Cap ETF major shareholders have been selling company stock?: Of the 558 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: HBK Sorce Advisory LLC ($1.13M), Moneta Group Investment Advisors LLC ($1.12M), Gradient Investments LLC ($1.03M), BLB&B Advisors LLC ($993.27K), Brookstone Capital Management ($478.49K), Wealth Enhancement Advisory Services LLC ($443.64K), and Sheets Smith Wealth Management ($443.07K).
How much institutional selling is happening at Schwab U.S. Mid-Cap ETF?: Institutional investors have sold a total of 17,415,793 shares in the last 24 months. This volume of shares sold represents approximately $1.21B in transactions.