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

Schwab U.S. Mid-Cap ETF logo
$28.15 -0.43 (-1.50%)
Closing price 08/1/2025 04:10 PM Eastern
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As of 08/1/2025 06:55 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Number of
Institutional Buyers
(last 12 months)
878
Total
Institutional Inflows
(last 12 months)
$4.28B
Number of
Institutional Sellers
(last 12 months)
401
Total
Institutional Outflows
(last 12 months)
$432.11M
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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
8/1/2025Paradigm Strategies in Wealth Management LLC117,566$3.30M2.2%-0.5%0.028%
8/1/2025Motco11,545$330K0.0%+468.2%0.003%
8/1/2025James Investment Research Inc.18,467$518K0.1%+8.8%0.004%
8/1/2025Providence First Trust Co72,095$2.02M0.7%+16.5%0.017%
8/1/2025Zhang Financial LLC94,923$2.66M0.1%-17.6%0.023%
8/1/2025New York Life Investment Management LLC237,959$6.68M0.1%+78.2%0.058%
8/1/2025May Hill Capital LLC85,110$2.39M0.8%-27.5%0.021%
8/1/2025Advisory Alpha LLC8,373,700$234.88M7.3%+14.7%2.029%
8/1/2025Y Intercept Hong Kong Ltd17,037$478K0.0%N/A0.004%
8/1/2025Fort Vancouver Investment Management LLC14,193$398K0.3%N/A0.003%
8/1/2025Envestnet Asset Management Inc.2,197,497$61.64M0.0%-10.4%0.532%
7/31/2025 McCarthy Asset Management Inc.160,615$4.51M3.1%-0.8%0.039%
7/31/2025 Whipplewood Advisors LLC44,372$1.25M0.7%+407.3%0.011%
7/31/2025 Schneider Downs Wealth Management Advisors LP446,089$12.51M1.9%+36.7%0.108%
7/31/2025 Brighton Jones LLC30,694$861K0.0%+34.4%0.007%
7/31/2025 Leavell Investment Management Inc.369,685$10.37M0.5%-2.8%0.090%
7/31/2025 Shaker Investments LLC OH7,390$207K0.1%N/A0.002%
7/31/2025 CVA Family Office LLC55,658$1.56M0.2%-15.6%0.013%
7/31/2025 Focus Partners Advisor Solutions LLC34,022$954K0.0%+2.6%0.008%
7/31/2025 Carnegie Investment Counsel7,212$202K0.0%N/A0.002%
7/31/2025 CAP Partners LLC28,631$803K0.5%-1.7%0.007%
7/31/2025 Prentice Wealth Management LLC100,812$2.83M0.7%+2.5%0.024%
7/31/2025 Gill Capital Partners LLC218,058$6.12M2.0%-0.4%0.053%
7/30/2025 Bleakley Financial Group LLC621,438$17.43M0.4%+19.1%0.151%
7/30/2025 Black Diamond Financial LLC268,540$7.53M1.2%+1.0%0.065%
7/30/2025 Exencial Wealth Advisors LLC1,289,997$36.18M1.3%+3.8%0.313%
7/30/2025 Brookstone Capital Management200,581$5.63M0.1%+3.8%0.049%
7/30/2025 Phillips Financial Management LLC56,518$1.59M0.1%+2.3%0.014%
7/30/2025 Retirement Planning Group LLC27,271$765K0.0%-3.3%0.007%
7/30/2025 St. Johns Investment Management Company LLC390,363$10.95M5.0%+2.5%0.095%
7/30/2025 Whittier Trust Co. of Nevada Inc.362,872$10.18M0.2%-5.3%0.088%
7/30/2025 Whittier Trust Co.271,481$7.61M0.1%+13.4%0.066%
7/30/2025 Mid American Wealth Advisory Group Inc.1,500$42K0.0%N/A0.000%
7/30/2025 Avidian Wealth Enterprises LLC29,026$814K0.0%-70.0%0.007%
7/30/2025 Bogart Wealth LLC102,229$2.87M0.1%+1.7%0.025%
7/30/2025 Princeton Global Asset Management LLC33,625$943K0.2%+6.4%0.008%
7/30/2025 Evermay Wealth Management LLC24,918$699K0.1%+6.8%0.006%
7/30/2025 WBH Advisory Inc.75,144$2.11M0.2%-3.3%0.018%
7/29/2025 Madison Wealth Partners Inc63,508$1.78M0.4%+24.3%0.015%
7/29/2025 Liberty Square Wealth Partners LLC167,791$4.71M1.6%-17.6%0.041%
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7/29/2025 Chicago Partners Investment Group LLC780,586$22.73M0.7%+7.4%0.189%
7/29/2025 Sigma Investment Counselors Inc.41,462$1.16M0.1%+60.5%0.010%
7/29/2025 Flavin Financial Services Inc.8,152$229K0.2%-34.3%0.002%
7/29/2025 Financial Synergies Wealth Advisors Inc.227,463$6.38M0.7%+2.8%0.055%
7/29/2025 Kelman Lazarov Inc.50,680$1.42M0.2%+23.3%0.012%
7/29/2025 Ballast Inc.74,987$2.10M0.9%N/A0.018%
7/29/2025 Northern Capital Management Inc.208,079$5.84M3.4%-2.4%0.050%
7/29/2025 Signature Estate & Investment Advisors LLC61,525$1.73M0.0%+2.1%0.015%
7/29/2025 Novare Capital Management LLC57,427$1.61M0.1%-7.5%0.014%
7/29/2025 May Barnhard Investments LLC153,340$4.30M2.0%-33.7%0.037%
7/29/2025 Aspiriant LLC15,702$440K0.0%-68.4%0.004%
7/29/2025 Ifrah Financial Services Inc.46,161$1.30M0.4%-1.3%0.011%
7/29/2025 Manchester Financial Inc.389,788$10.93M2.3%-38.6%0.094%
7/29/2025 Koshinski Asset Management Inc.691,444$19.40M1.5%+3.4%0.168%
7/29/2025 Curbstone Financial Management Corp493,789$13.85M2.8%-4.7%0.120%
7/29/2025 Lutz Financial Services LLC688,642$19.32M1.5%+26.0%0.167%
7/29/2025 Stratos Wealth Advisors LLC23,297$653K0.0%-3.5%0.006%
7/29/2025 Smithbridge Asset Management Inc. DE46,211$1.30M0.2%-79.7%0.011%
7/29/2025 Creekside Partners142,555$4.00M1.9%+13.0%0.035%
7/28/2025 Evernest Financial Advisors LLC20,681$580K0.2%+17.4%0.005%
7/28/2025 Compass Advisory Group LLC681,674$19.12M6.1%+4.7%0.165%
7/28/2025 Chesapeake Wealth Management35,096$984K0.3%-1.1%0.009%
7/28/2025 Morris Financial Concepts Inc.2,400$67K0.0%-19.4%0.001%
7/28/2025 Smart Portfolios LLC18,925$531K0.5%+4.2%0.005%
7/28/2025 Essex LLC627,815$17.61M3.5%+8.3%0.152%
7/28/2025 Triton Wealth Management PLLC11,523$333K0.1%N/A0.003%
7/28/2025 Harbour Investments Inc.39,824$1.12M0.0%-5.3%0.010%
7/28/2025 Arlington Financial Advisors LLC7,340$206K0.0%-8.4%0.002%
7/28/2025 RFG Advisory LLC21,777$611K0.0%-32.0%0.005%
7/28/2025 Revolve Wealth Partners LLC108,164$3.03M0.4%-2.4%0.026%
7/28/2025 Nadler Financial Group Inc.361,614$10.14M1.0%-0.2%0.088%
7/28/2025 Cornerstone Wealth Group LLC58,208$1.63M0.1%-13.0%0.014%
7/25/2025 Northwest Capital Management Inc83,791$2.35M1.3%-55.2%0.020%
7/25/2025 NorthRock Partners LLC59,607$1.67M0.0%-2.6%0.014%
7/25/2025 Atria Wealth Solutions Inc.29,089$823K0.0%-8.2%0.007%
7/25/2025 Sequoia Financial Advisors LLC110,633$3.10M0.0%+33.8%0.027%
7/25/2025 Courage Miller Partners LLC462,320$12.97M4.1%+6.8%0.112%
7/25/2025 St. Louis Trust Co122,680$3.44M0.5%+10.6%0.030%
7/25/2025 Almanack Investment Partners LLC.64,821$1.82M0.3%N/A0.016%
7/25/2025 Mitchell Capital Management Co.12,689$365K0.1%-14.8%0.003%
7/25/2025 Orca Investment Management LLC37,806$1.06M1.0%+1.3%0.009%
7/25/2025 Midwest Capital Advisors LLC27,710$777K0.4%-15.0%0.007%
7/25/2025 CWM LLC208,455$5.85M0.0%-16.6%0.051%
7/25/2025 Lawson Kroeker Investment Management Inc. NE12,572$353K0.1%N/A0.003%
7/25/2025 Lodestar Private Asset Management LLC389,628$10.93M1.3%+2.3%0.094%
7/25/2025 Johnson Investment Counsel Inc.611,333$17.15M0.2%+2.8%0.148%
7/25/2025 Apollon Financial LLC128,388$3.60M0.8%-2.7%0.031%
7/25/2025 Apollon Wealth Management LLC56,788$1.59M0.0%+9.2%0.014%
7/24/2025 Bernard Wealth Management Corp.302,537$8.49M3.9%-1.5%0.073%
7/24/2025 Von Berge Wealth Management Group LLC116,818$3.38M1.9%+0.3%0.028%
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7/24/2025 Greenwood Gearhart Inc.16,396$460K0.0%-37.6%0.004%
7/24/2025 Aurora Private Wealth Inc.31,922$895K0.7%+146.0%0.008%
7/24/2025 Mengis Capital Management Inc.164,800$4.62M1.0%-2.0%0.040%
7/24/2025 Ulland Investment Advisors LLC85,729$2.41M1.8%-9.0%0.021%
7/24/2025 Beacon Bridge Wealth Partners LLC121,311$3.40M1.4%+2.1%0.029%
7/24/2025 Stonebridge Financial Group LLC38,117$1.07M0.1%+2.6%0.009%
7/24/2025 IFP Advisors Inc784,723$22.01M0.6%+1.7%0.190%
7/24/2025 Lee Financial Co330,387$9.27M1.3%+2.1%0.080%
7/24/2025 Blair William & Co. IL38,962$1.09M0.0%+126.1%0.009%
7/24/2025 Game Plan Financial Advisors LLC153,828$4.32M1.9%-13.7%0.037%
(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, 1,022 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. ($1.54B), Creative Planning ($816.83M), HighTower Advisors LLC ($263.09M), Advisory Alpha LLC ($234.88M), Northwestern Mutual Wealth Management Co. ($214.88M), Cerity Partners LLC ($181.00M), and Wealth Enhancement Advisory Services LLC ($166.45M).Learn more on Schwab U.S. Mid-Cap ETF's institutional investors.

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

Of the 979 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. ($36.13M), Cerity Partners LLC ($22.94M), HighTower Advisors LLC ($7.02M), Advisory Alpha LLC ($6.90M), Wealth Enhancement Advisory Services LLC ($4.07M), Legacy Wealth Management Inc ($2.90M), and Raymond James Financial Inc. ($2.42M).

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

Institutional investors have bought a total of 154,983,194 shares in the last 24 months. This purchase volume represents approximately $4.28B in transactions.

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

Of the 399 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: Prime Capital Investment Advisors LLC ($2.02M), Advisory Alpha LLC ($1.74M), DAVENPORT & Co LLC ($1.14M), RKL Wealth Management LLC ($656.84K), Financial Engines Advisors L.L.C. ($636.19K), Fragasso Financial Advisors Inc ($436.60K), and Envestnet Asset Management Inc. ($403.14K).

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

Institutional investors have sold a total of 16,020,837 shares in the last 24 months. This volume of shares sold represents approximately $432.11M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 8/2/2025 by MarketBeat.com Staff
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