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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
Compare

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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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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