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

$36.19 -0.31 (-0.85%)

As of 06/26/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 591
Total Institutional Inflows (last 12 months): $1.10B

Number of Institutional Sellers (last 12 months): 530
Total Institutional Outflows (last 12 months): $828.94M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/23/2026	Ballast Advisors LLC	6,124	$190K	0.1%	-8.3%	0.001%
6/10/2026	FAS Wealth Partners Inc.	627,188	$19.42M	1.2%	+3.8%	0.149%
6/8/2026	Pine Valley Investments Ltd Liability Co	61,120	$1.89M	0.1%	+13.6%	0.015%
6/3/2026	NewEdge Advisors LLC	78,792	$2.44M	0.0%	-8.4%	0.019%
6/1/2026	Financial Solutions Advisory Group Inc.	1,279,556	$39.62M	5.5%	N/A	0.305%
5/29/2026	Asset Dedication LLC	31,707	$982K	0.1%	+537.8%	0.008%
5/28/2026	Cozad Asset Management Inc.	17,677	$547K	0.0%	-11.6%	0.004%
5/27/2026	Tenret Co LLC	34,381	$1.06M	0.5%	-1.9%	0.008%
5/26/2026	Serenity Investment Advisors	37,026	$1.15M	0.4%	+2.9%	0.009%
5/22/2026	Coastline Complete Wealth LLC	46,338	$1.44M	0.9%	-0.9%	0.011%
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5/19/2026	Western Wealth Management LLC	2,770	$86K	0.0%	N/A	0.001%
5/19/2026	Winnow Wealth LLC	6,726	$208K	0.2%	+3,133.7%	0.002%
5/19/2026	NewEdge Advisors LLC	30,946	$958K	0.0%	-64.0%	0.007%
5/19/2026	Bank of America Corp DE	869,673	$26.93M	0.0%	-1.4%	0.207%
5/19/2026	Arkadios Wealth Advisors	28,268	$875K	0.0%	+10.8%	0.007%
5/18/2026	Sunbelt Securities Inc.	296,948	$9.19M	0.6%	+3.9%	0.071%
5/18/2026	EverSource Wealth Advisors LLC	11,974	$371K	0.0%	-9.6%	0.003%
5/18/2026	Royal Bank of Canada	168,268	$5.21M	0.0%	+7.2%	0.040%
5/18/2026	Eley Financial Management Inc	26,632	$825K	0.3%	+8.0%	0.006%
5/16/2026	Quantinno Capital Management LP	69,542	$2.15M	0.0%	+39.3%	0.017%
5/15/2026	Northeast Financial Group Inc.	807,726	$25.01M	6.2%	-9.3%	0.192%
5/15/2026	Everest Financial Group LLC	23,361	$723K	0.1%	+43.5%	0.006%
5/15/2026	Bradley Foster & Sargent Inc. CT	52,999	$1.64M	0.0%	-19.9%	0.013%
5/15/2026	Waverly Advisors LLC	1,702,781	$52.72M	0.4%	-2.2%	0.405%
5/15/2026	Asset Management Group Inc.	507,857	$15.72M	2.5%	-3.4%	0.121%
5/15/2026	Vivaldi Capital Management LP	131,751	$4.08M	0.6%	+1.1%	0.031%
5/15/2026	St. Louis Trust Co	122,547	$3.79M	0.4%	-5.6%	0.029%
5/14/2026	Renaissance Technologies LLC	19,500	$604K	0.0%	N/A	0.005%
5/14/2026	FCA Corp TX	8,963	$278K	0.1%	-4.7%	0.002%
5/14/2026	Compound Planning Inc.	67,221	$2.08M	0.1%	+1.7%	0.016%
5/14/2026	Modern Wealth Management LLC	186,150	$5.82M	0.1%	-0.3%	0.044%
5/14/2026	Aspen Grove Capital LLC	68,880	$2.13M	0.4%	-3.5%	0.016%
5/14/2026	RMG Wealth Management LLC	7,843	$243K	0.0%	+132.8%	0.002%
5/14/2026	Dickmeyer Boyce Financial Management Inc.	10,744	$333K	0.2%	N/A	0.003%
5/14/2026	American Financial Advisors LLC	11,364	$352K	0.0%	+2.6%	0.003%
5/14/2026	Lido Advisors LLC	207,065	$6.41M	0.0%	-32.1%	0.049%
5/13/2026	Cetera Investment Advisers	1,285,570	$39.80M	0.0%	+9.5%	0.306%
5/13/2026	Wealthspire Retirement LLC	58,413	$1.81M	0.1%	-2.0%	0.014%
5/13/2026	Clearwater Capital Advisors LLC	473,011	$14.64M	1.2%	+3.6%	0.113%
5/13/2026	Goepper Burkhardt LLC	25,006	$774K	0.3%	-11.6%	0.006%
Elon’s message for America (Ad) Elon Musk bought Super Bowl ad time at $266,000 per second - something he has never done before. 125 million Americans watched, but Whitney Tilson, former manager of a $200 million hedge fund, says most investors missed what it actually means. With 1 in 3 Super Bowl viewers using buy-now-pay-later services and 40% of Americans carrying more credit card debt than savings, Tilson believes Elon's message reveals a major economic current - and a clear signal for where smart money should be positioned. Watch Tilson's free presentation to see what he thinks you should do now
5/13/2026	Alesco Advisors LLC An ESL Co	30,462	$943K	0.0%	+3.3%	0.007%
5/12/2026	Fortis Capital Management LLC	487,153	$15.08M	1.5%	+11.4%	0.116%
5/8/2026	Pacific Sun Financial Corp	31,606	$979K	0.5%	-3.5%	0.008%
5/8/2026	Summit Asset Management LLC	1,268,811	$39.28M	5.5%	+0.7%	0.302%
5/8/2026	Cassaday & Co Wealth Management LLC	3,768	$117K	0.0%	N/A	0.001%
5/8/2026	JMG Financial Group Ltd.	3,079,700	$95.35M	2.6%	-2.2%	0.733%
5/8/2026	Cannon Capital Management Inc.	432,843	$13.40M	10.9%	-0.7%	0.103%
5/7/2026	Basepoint Wealth LLC	951	$29K	0.0%	-50.9%	0.000%
5/7/2026	Continuum Wealth Advisors LLC	19,849	$615K	0.3%	-2.6%	0.005%
5/7/2026	Lowe Brockenbrough & Co. Inc.	118,033	$3.65M	0.2%	-2.8%	0.028%
5/7/2026	Human Investing LLC	7,216	$223K	0.0%	+4.6%	0.002%
5/7/2026	Scarborough Advisors LLC	250,789	$7.76M	0.8%	N/A	0.060%
5/7/2026	Planning Alternatives Ltd. ADV	23,797	$737K	0.1%	-3.0%	0.006%
5/7/2026	Greenwood Gearhart LLC	35,667	$1.10M	0.1%	+141.7%	0.008%
5/7/2026	Liberty Square Wealth Partners LLC	47,873	$1.48M	0.4%	-28.4%	0.011%
5/7/2026	True North Advisors LLC	87,706	$2.72M	0.3%	-4.3%	0.021%
5/7/2026	Paradigm Strategies in Wealth Management LLC	100,178	$3.10M	2.1%	-7.1%	0.024%
5/7/2026	White & Co Financial Planning Inc	436,832	$13.52M	9.5%	+1.0%	0.104%
5/6/2026	IMA Advisory Services Inc.	468,821	$14.52M	1.4%	+1.8%	0.112%
5/6/2026	Bartlett & CO. Wealth Management LLC	85,687	$2.91M	0.0%	+10.4%	0.020%
5/6/2026	Zhang Financial LLC	98,847	$3.06M	0.1%	+3.0%	0.024%
5/6/2026	Modera Wealth Management LLC	697,391	$21.59M	0.3%	-4.3%	0.166%
5/6/2026	Townsend Asset Management Corp NC ADV	19,921	$617K	0.2%	-24.6%	0.005%
5/6/2026	Independent Financial Group LLC	8,676	$269K	0.0%	N/A	0.002%
5/5/2026	Evergreen Advisors LLC	922	$29K	0.0%	N/A	0.000%
5/5/2026	Bank of New York Mellon Corp	21,746	$673K	0.0%	-30.2%	0.005%
5/5/2026	Milestone Investment Advisors LLC	336,639	$10.42M	2.5%	-0.1%	0.080%
5/5/2026	SouthState Bank Corp	6,900	$214K	0.0%	+4.8%	0.002%
5/5/2026	BlueChip Wealth Advisors LLC	29,613	$917K	0.4%	+8.0%	0.007%
5/5/2026	Sigma Planning Corp	28,987	$897K	0.0%	-4.8%	0.007%
5/4/2026	Retirement Planning Group LLC	33,687	$1.04M	0.0%	+24.2%	0.008%
5/4/2026	Evernest Financial Advisors LLC	17,912	$604K	0.1%	-14.0%	0.004%
5/4/2026	Lutz Financial Services LLC	678,368	$21.00M	1.4%	+1.2%	0.162%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	9,225	$286K	0.0%	-46.6%	0.002%
5/4/2026	Bleakley Financial Group LLC	642,913	$19.91M	0.3%	-1.3%	0.153%
5/4/2026	Archer Investment Corp	1,075	$33K	0.0%	+266.9%	0.000%
5/4/2026	WJ Financial Advisors LLC	73,465	$2.27M	1.8%	+5.3%	0.017%
5/4/2026	NWF Advisory Services Inc.	12,370	$383K	0.0%	+10.5%	0.003%
5/4/2026	Nadler Financial Group Inc.	333,762	$10.33M	1.0%	-7.0%	0.079%
5/4/2026	Chicago Partners Investment Group LLC	1,016,853	$34.34M	0.7%	+6.8%	0.242%
5/4/2026	Cdkv Holdings LLC	86,962	$2.69M	2.4%	+3.9%	0.021%
5/2/2026	Global Assets Advisory LLC	9,981	$306K	0.1%	N/A	0.002%
5/2/2026	Anchor Investment Management LLC	205,178	$6.35M	0.5%	-1.2%	0.049%
5/2/2026	Diversify Wealth Management LLC	173,944	$5.80M	0.1%	+20.3%	0.041%
5/2/2026	Towercrest Capital Management	376,193	$11.65M	1.8%	-1.1%	0.090%
5/2/2026	Valmark Advisers Inc.	114,248	$3.54M	0.0%	+3.2%	0.027%
5/2/2026	Pittenger & Anderson Inc.	461,014	$14.27M	0.6%	-2.9%	0.110%
5/2/2026	Vestment Financial LLC	16,841	$571K	0.3%	-5.9%	0.004%
5/1/2026	Capital Squared Financial LLC	67,507	$2.09M	1.6%	+6.5%	0.016%
5/1/2026	Citizens Financial Group Inc. RI	124,828	$3.87M	0.1%	-3.6%	0.030%
Elon’s message for America (Ad) Elon Musk bought Super Bowl ad time at $266,000 per second - something he has never done before. 125 million Americans watched, but Whitney Tilson, former manager of a $200 million hedge fund, says most investors missed what it actually means. With 1 in 3 Super Bowl viewers using buy-now-pay-later services and 40% of Americans carrying more credit card debt than savings, Tilson believes Elon's message reveals a major economic current - and a clear signal for where smart money should be positioned. Watch Tilson's free presentation to see what he thinks you should do now
5/1/2026	Fifth Third Bancorp	25,706	$796K	0.0%	+519.4%	0.006%
5/1/2026	American Trust	8,514	$264K	0.0%	+9.9%	0.002%
5/1/2026	Summit Financial Strategies Inc.	1,282,374	$39.70M	3.1%	-18.2%	0.305%
5/1/2026	Oakwell Private Wealth Management LLC	11,655	$361K	0.1%	-35.5%	0.003%
5/1/2026	Sachetta LLC	26,302	$814K	0.4%	+2.3%	0.006%
5/1/2026	WealthShield Partners LLC	100,049	$3.10M	0.3%	-2.2%	0.024%
5/1/2026	Triton Wealth Management PLLC	8,352	$262K	0.1%	-18.0%	0.002%
5/1/2026	Barnett & Company Inc.	8,004	$248K	0.2%	-4.5%	0.002%
5/1/2026	Sequoia Financial Advisors LLC	115,062	$3.56M	0.0%	+0.5%	0.027%
4/30/2026	Whipplewood Advisors LLC	42,259	$1.31M	0.7%	-3.5%	0.010%

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 1,065 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 37,251,559 shares in the last 24 months. This purchase volume represents approximately $1.10B in transactions.

Of the 530 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 28,285,314 shares in the last 24 months. This volume of shares sold represents approximately $828.94M in transactions.

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This page (NYSEARCA:SCHM) was last updated on 6/28/2026 by MarketBeat.com Staff.

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

SCHM Institutional Buying and Selling by Quarter

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

SCHM Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

SCHM Institutional Buying and Selling by Quarter

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

SCHM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHM shares?

Which institutional investors have been buying Schwab U.S. Mid-Cap ETF's stock?

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

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

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

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