Go Pro
→ Iran War WARNING: Something Just Changed (From Banyan Hill Publishing) (Ad)tc pixel Free SCHM Stock Alerts

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

Schwab U.S. Mid-Cap ETF logo
$35.00 +0.15 (+0.43%)
Closing price 09/21/2026 04:10 PM Eastern
Extended Trading
$35.02 +0.02 (+0.07%)
As of 04:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
520
Total
Institutional Inflows
(last 12 months)
$806.19M
Number of
Institutional Sellers
(last 12 months)
471
Total
Institutional Outflows
(last 12 months)
$586.71M
Get SCHM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab U.S. Mid-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCHM Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/15/2026 Anchor Investment Management LLC204,286$7.53M0.5%-0.4%0.049%
9/9/2026 Bouchey Financial Group Ltd.35,980$1.33M0.1%-7.7%0.009%
9/9/2026 Sequoia Financial Advisors LLC102,088$3.76M0.0%-11.3%0.024%
9/9/2026 Gemmer Asset Management LLC863,655$31.84M2.2%-2.5%0.207%
9/9/2026 Summit Financial Strategies Inc.1,131,341$41.71M2.9%-11.8%0.271%
9/9/2026 Capital Advantage Inc.47,977$1.77M0.2%+5.2%0.011%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC106,475$3.93M0.2%-2.0%0.025%
9/9/2026 NorthRock Partners LLC108,241$3.99M0.1%-3.3%0.026%
9/9/2026 Integrated Wealth Concepts LLC53,469$1.97M0.0%+2.8%0.013%
9/9/2026 RFG Advisory LLC137,619$5.07M0.1%-41.2%0.033%
9/9/2026 NewEdge Advisors LLC64,637$2.38M0.0%-18.0%0.015%
9/9/2026 Baird Financial Group Inc.253,570$9.35M0.0%-3.0%0.061%
9/9/2026 XY Planning Network Inc.10,734$396K0.0%+8.6%0.003%
9/8/2026 Allworth Financial LP292,552$10.79M0.0%-5.5%0.070%
9/8/2026 Waverly Advisors LLC1,699,550$62.66M0.4%-0.2%0.407%
9/4/2026 Parkside Financial Bank & Trust32,561$1.20M0.1%+8.5%0.008%
9/2/2026 Range Advisory LLC293,784$10.83M1.3%+52.7%0.070%
9/2/2026 Capital & Planning LLC159,435$5.88M3.0%-0.7%0.038%
9/2/2026 Citadel Advisors LLC8,212$303K0.0%-9.5%0.002%
8/27/2026 Corient Private Wealth LP686,859$25.32M0.0%-17.1%0.164%
8/24/2026 Serenity Investment Advisors40,466$1.46M0.6%+9.3%0.010%
8/23/2026 Ameritas Advisory Services LLC105,776$3.90M0.1%+147.1%0.025%
8/23/2026 Guardian Wealth Advisors LLC NC12,130$447K0.0%-14.3%0.003%
8/23/2026 HB Wealth Management LLC372,500$13.73M0.1%+19.4%0.089%
8/23/2026 Angeles Wealth Management LLC934$34K0.0%+67.1%0.000%
8/23/2026 Unique Wealth LLC5,514$203K0.0%N/A0.001%
8/22/2026 Compass Financial Management LLC810$30K0.0%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC6,195$228K0.1%N/A0.001%
8/22/2026 Strive Financial Group LLC3,082$114K0.0%N/A0.001%
8/22/2026 Cassilly Financial Group LLC45,334$1.67M1.2%+10.7%0.011%
8/22/2026 MOR Wealth Management LLC8,566$316K0.1%+9.0%0.002%
8/22/2026 K2 Financial Inc.48,512$1.75M1.2%-0.8%0.012%
8/22/2026 Concurrent Investment Advisors LLC16,309$601K0.0%+12.7%0.004%
8/21/2026 Integrity Financial Corp WA64,507$2.38M1.1%+64,407.0%0.015%
8/21/2026 Leo H. Evart Inc.82,792$3.05M2.4%-1.7%0.020%
8/21/2026 Athena Investment Management67,000$2.47M1.5%-20.0%0.016%
8/21/2026 Round Rock Advisors LLC6,062$224K0.0%N/A0.001%
8/21/2026 Robbins Farley9,218$340K0.1%+8.0%0.002%
8/21/2026 MBA Advisors LLC39,680$1.46M0.5%-47.0%0.009%
8/21/2026 Firestone Capital Management12,400$457K0.1%-3.9%0.003%
This AI Stock Reminds One Analyst of Early Nvidia (Ad)

Jeff Brown picked Nvidia in 2016, before shares surged 37,800 percent. Now he's identified another AI company the same size Nvidia was a decade ago. Brown says this firm's patented technology can produce intelligence up to 1,000 times faster than standard AI, and he expects Elon Musk to fuel demand starting November 11. The technology is protected by 150 patents.tc pixel

See Jeff Brown's full research on this AI stock now
8/21/2026 Sunburst Financial Group LLC56,858$2.10M0.3%-1.4%0.014%
8/21/2026 Chesapeake Wealth Management34,164$1.26M0.4%-1.3%0.008%
8/21/2026 Acorn Wealth Advisors LLC129,490$4.77M1.1%+1.9%0.031%
8/20/2026 Nwam LLC37,094$1.37M0.1%+12.8%0.009%
8/20/2026 Gill Capital Partners LLC242,964$8.96M2.4%-5.5%0.058%
8/20/2026 Clifford Swan Investment Counsel LLC7,958$293K0.0%-16.1%0.002%
8/20/2026 CMH Wealth Management LLC20,640$761K0.1%+2.6%0.005%
8/20/2026 Denver PWM LLC512,689$18.82M5.2%+0.7%0.123%
8/20/2026 Greenleaf Trust20,749$765K0.0%-6.9%0.005%
8/12/2026 Compass Financial Management LLC810$30K0.0%N/A0.000%
8/7/2026 Trust Co. of Vermont947$35K0.0%N/A0.000%
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%
Elon Musk’s One Stock Retirement Plan (Ad)

Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he says is the same size Nvidia was a decade ago. The company holds 150 patents protecting its core technology, and Brown believes Elon Musk could soon drive major demand for it. A key catalyst is set for November 11.tc pixel

See the AI stock Jeff Brown is watching right now
7/7/2026 CoreCap Advisors LLC8,417$310K0.0%+31.0%0.002%
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%
6/23/2026 Ballast Advisors LLC6,124$190K0.1%-8.3%0.001%
6/10/2026 FAS Wealth Partners Inc.627,188$19.42M1.2%+3.8%0.149%
6/8/2026 Pine Valley Investments Ltd Liability Co61,120$1.89M0.1%+13.6%0.015%


SCHM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,105 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 1,063 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), HighTower Advisors LLC ($7.10M), Advisory Alpha LLC ($7.01M), Cerity Partners LLC ($4.93M), Valpey Financial Services LLC ($4.23M), Wealth Enhancement Advisory Services LLC ($4.09M), and Northwestern Mutual Wealth Management Co. ($3.35M).

Institutional investors have bought a total of 26,686,533 shares in the last 24 months. This purchase volume represents approximately $806.46M in transactions.

Of the 471 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), Envestnet Asset Management Inc. ($837.43K), Morgan Stanley ($788.28K), Summit Financial Strategies Inc. ($681.97K), Elwood & Goetz Wealth Advisory Group LLC ($679.82K), and Advisory Alpha LLC ($587.23K).

Institutional investors have sold a total of 19,424,756 shares in the last 24 months. This volume of shares sold represents approximately $586.71M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The next convergence is here
In 2006, a flooded mine at Cigar Lake sent uranium prices from the 50 range to 136 in eight months. This pa...
Digest Publishing | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel
Major Buy Alert Issued for September 30th
Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 ...
TradeSmith | Sponsoredtc pixel
10% yields… from a gold security?
Most stocks yield under 2%. Even gold stocks average less than 1%. One gold security, backed by one of the wor...
Golden Portfolio | Sponsoredtc pixel
This free guide explains options the way they should be taught
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
“Elon Is Not Showing This Publicly, But I Saw It”
Elon Musk quietly filed a patent for a new AI invention while attention focused on the SpaceX IPO. Jeff Brown,...
Brownstone Research | Sponsoredtc pixel
Before Anthropic becomes impossible to ignore...
Riot Platforms just struck a 20-year, 191-megawatt data-center agreement tied to Anthropic, reportedly worth 9...
The Oxford Club | Sponsoredtc pixel