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NYSEARCA:SCHMSchwab U.S. Mid-Cap ETF Institutional Ownership

$46.19
+1.45 (+3.24 %)
(As of 04/10/2020 01:07 AM ET)
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Today's Range
$45.58
Now: $46.19
$47.01
50-Day Range
$35.83
MA: $47.86
$62.24
52-Week Range
$34.87
Now: $46.19
$62.40
Volume921,969 shs
Average Volume1.02 million shs
Market Capitalization$5.38 billion
P/E RatioN/A
Dividend Yield2.07%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter

Schwab U.S. Mid-Cap ETF (NYSEARCA SCHM) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/9/2020San Francisco Sentry Investment Group CA1,450$61K0.0%-42.9%0.001%
4/9/2020Arlington Financial Advisors LLC8,658$0.37M0.3%+13.8%0.007%
4/9/2020McMahon Financial Advisors LLC46,671$1.97M1.9%+1,086.7%0.040%
4/9/2020Murphy Middleton Hinkle & Parker Inc.9,067$0.38M0.3%+12.7%0.008%
4/9/2020Legacy Bridge LLC15,716$0.66M0.8%-6.3%0.014%
4/9/2020Nadler Financial Group Inc.430,904$18.17M5.6%-7.2%0.371%
4/9/2020Legacy Wealth Management Inc1,616,954$68.17M12.4%+12.9%1.392%
4/9/2020Carolina Wealth Advisors LLC69,072$2.91M3.4%+16.0%0.059%
4/9/2020Simon Quick Advisors LLC6,507$0.27M0.1%-41.3%0.006%
4/9/2020Contravisory Investment Management Inc.1,882$79K0.0%-77.1%0.002%
4/8/2020Modus Advisors LLC101,578$4.28M4.0%-0.8%0.087%
4/8/2020Forte Capital LLC ADV45,385$1.91M0.7%-1.0%0.039%
4/8/2020Marquette Asset Management LLC233,656$9.85M4.1%+20.3%0.201%
4/7/2020Kohmann Bosshard Financial Services LLC94,604$3.99M1.8%-10.7%0.081%
4/7/2020Pennsylvania Capital Management Inc. ADV22,753$0.89M1.1%+4.6%0.020%
4/7/2020Boltwood Capital Management7,975$0.34M0.2%-41.0%0.007%
4/7/2020Pure Financial Advisors Inc.67,669$2.85M0.5%N/A0.058%
4/6/2020Triangle Securities Wealth Management173,198$7.30M4.2%-9.7%0.149%
4/6/2020Bangor Savings Bank185,632$7.83M1.5%+10.6%0.160%
4/6/2020Trinity Legacy Partners LLC86,930$3.48M2.5%-55.1%0.075%
4/3/2020John W. Brooker & Co. CPAs59,943$2.53M1.8%+4.2%0.052%
4/1/2020Nelson Van Denburg & Campbell Wealth Management Group LLC30,260$1.28M0.3%-16.0%0.026%
3/10/2020Filbrandt Wealth Management LLC231,982$13.95M12.3%N/A0.203%
2/28/2020Ackerman Capital Advisors LLC3,801$0.23M0.1%N/A0.003%
2/27/2020Wealth Quarterback LLC355,804$0.37M0.3%N/A0.308%
2/26/2020Sunbelt Securities Inc.44,053$2.65M0.0%N/A0.038%
2/26/2020Capital Wealth Planning LLC24,801$1.49M0.1%-3.0%0.022%
2/26/2020Adams Chetwood Wealth Management LLC77,181$4.64M4.7%N/A0.067%
2/25/2020MADDEN SECURITIES Corp16,236$0.97M1.0%N/A0.014%
2/25/2020Redhawk Wealth Advisors Inc.93,577$5.63M2.1%-7.4%0.081%
2/24/2020IMA Wealth Inc.64,352$3.87M1.4%+2.1%0.056%
2/24/2020Fusion Capital LLC3,714$0.22M0.2%N/A0.003%
2/21/2020Insight Wealth Strategies LLC233,137$14.02M3.0%+1.2%0.203%
2/20/2020Cornerstone Wealth Management LLC11,711$0.70M0.1%+9.5%0.010%
2/18/2020KCM Investment Advisors LLC31,538$1.90M0.1%+5.1%0.027%
2/18/2020Equitable Holdings Inc.34,173$2.06M0.0%N/A0.030%
2/18/2020CVA Family Office LLC3,911$0.24M0.2%N/A0.003%
2/18/2020Fort Pitt Capital Group LLC27,907$1.68M0.1%+127.5%0.024%
2/18/2020IHT Wealth Management LLC11,871$0.71M0.1%+2.2%0.010%
2/18/2020Colony Group LLC19,083$1.15M0.0%+8.4%0.017%
2/18/2020Ameritas Investment Company LLC5,560$0.33M0.1%+224.2%0.005%
2/18/2020Lionsbridge Wealth Management LLC29,466$1.77M1.7%N/A0.026%
2/17/2020Baird Financial Group Inc.118,261$7.11M0.0%-2.7%0.103%
2/17/2020Ladenburg Thalmann Financial Services Inc.398,362$23.95M0.2%+2.7%0.347%
2/14/2020Captrust Financial Advisors201,359$12.14M0.2%-26.1%0.175%
2/14/2020Orion Portfolio Solutions LLC572$34K0.0%N/A0.000%
2/14/2020Jane Street Group LLC99,166$5.97M0.0%N/A0.086%
2/14/2020Advisory Alpha LLC157,548$9.55M2.3%+3.9%0.137%
2/14/2020Financial Architects Inc64,830$3.90M0.8%+40.0%0.056%
2/14/2020First Republic Investment Management Inc.25,731$1.55M0.0%-4.3%0.022%
2/14/2020Bank of America Corp DE181,843$10.94M0.0%+3.2%0.159%
2/14/2020Visionary Wealth Advisors8,239$0.50M0.1%N/A0.007%
2/14/2020Bank of New York Mellon Corp3,400$0.21M0.0%-55.0%0.003%
2/14/2020USAdvisors Wealth Management LLC126,738$7.62M3.9%-48.9%0.111%
2/14/2020UBS Group AG1,065,745$64.11M0.0%+13.0%0.930%
2/14/2020Alesco Advisors LLC36,997$2.23M0.1%-5.2%0.032%
2/14/2020Wealthspire Advisors L.P.5,351$0.32M0.0%-11.2%0.005%
2/13/2020361 Capital LLC30,232$1.82M0.5%+20.7%0.026%
2/13/2020Level Four Advisory Services LLC34,993$2.11M0.1%-12.1%0.031%
2/13/2020Sequoia Financial Advisors LLC40,865$2.46M0.2%-3.3%0.036%
2/13/2020Carnegie Capital Asset Management LLC6,618$0.40M0.0%+78.6%0.006%
2/13/2020RMB Capital Management LLC5,098$0.31M0.0%-3.2%0.004%
2/13/2020Mariner LLC364,336$21.92M0.2%+12.3%0.318%
2/13/2020NWK Group Inc.2,821$0.17M0.1%N/A0.002%
2/13/2020Johnson Investment Counsel Inc.122,554$7.37M0.1%+2.2%0.107%
2/13/2020Northwestern Mutual Wealth Management Co.1,079,317$64.92M0.2%+3.8%0.942%
2/13/2020Game Plan Financial Advisors LLC31,903$1.92M1.8%N/A0.028%
2/13/2020Financial Engines Advisors L.L.C.2,592,794$155.96M0.8%+8.5%2.262%
2/13/2020Mercer Global Advisors Inc. ADV627,343$37.74M0.8%-0.6%0.547%
2/13/2020Sculati Wealth Management LLC80,506$4.84M4.3%N/A0.070%
2/13/2020Wilbanks Smith & Thomas Asset Management LLC49,734$2.99M0.2%-1.8%0.043%
2/13/2020Personal Capital Advisors Corp5,449$0.33M0.0%+45.7%0.005%
2/13/2020Stifel Financial Corp25,376$1.53M0.0%+77.9%0.022%
2/13/2020Thrivent Financial for Lutherans712,839$42.88M0.1%+15.8%0.622%
2/13/2020Blair William & Co. IL3,633$0.22M0.0%+1,250.6%0.003%
2/13/2020Financial Advocates Investment Management9,930$0.60M0.1%+10.9%0.009%
2/13/2020Strategic Financial Planning Inc.31,601$1.90M1.8%N/A0.028%
2/13/2020Permanens Capital L.P.1,013$61K0.0%-25.7%0.001%
2/13/2020Renaissance Technologies LLC11,251$0.68M0.0%+40.6%0.010%
2/12/2020Pittenger & Anderson Inc.116,566$7.01M0.5%+2.3%0.102%
2/12/2020Gladstone Institutional Advisory LLC24,571$1.48M0.4%+4.7%0.021%
2/12/2020American Money Management LLC19,272$1.16M0.5%-2.0%0.017%
2/12/2020Advisor Group Inc.52,814$3.18M0.0%-53.6%0.046%
2/12/2020Prospera Financial Services Inc10,780$0.65M0.0%+19.2%0.009%
2/12/2020Destination Wealth Management6,474$0.39M0.0%+9.3%0.006%
2/12/2020Raymond James & Associates427,781$25.73M0.0%+4.3%0.373%
2/12/2020Ascension Capital Advisors Inc.35,241$2.12M1.5%N/A0.031%
2/12/2020Raymond James Financial Services Advisors Inc.796,210$47.89M0.2%+16.7%0.695%
2/12/2020Citigroup Inc.2,690$0.16M0.0%+193.3%0.002%
2/12/2020Asset Planning Services Ltd.65,207$3.98M1.6%+4.8%0.057%
2/11/2020Cooper Haims Advisors LLC11,590$0.70M0.4%-4.3%0.010%
2/11/2020Indie Asset Partners LLC71,225$4.28M4.6%N/A0.062%
2/11/2020Ieq Capital LLC5,880$0.35M0.0%N/A0.005%
2/11/2020Summit Financial Strategies Inc.267,470$16.09M7.9%+2.2%0.233%
2/11/2020ProVise Management Group LLC478,143$28.76M3.5%+1.5%0.417%
2/11/2020One Charles Private Wealth Services LLC22,866$1.38M0.9%N/A0.020%
2/11/2020Atria Investments LLC38,539$2.32M0.1%+41.0%0.034%
2/11/2020Abbrea Capital LLC14,355$0.86M0.2%-18.8%0.013%
2/11/2020Capital One National Association56,541$3.40M0.4%N/A0.049%
2/11/2020Providence First Trust Co49,195$2.96M1.7%-1.4%0.043%
(Data available from 1/1/2016 forward)
This page was last updated on 4/10/2020 by MarketBeat.com Staff

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