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

Schwab U.S. Mid-Cap ETF logo
$24.61 -0.04 (-0.16%)
Closing price 04/15/2025 04:10 PM Eastern
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$24.62 +0.00 (+0.02%)
As of 04/15/2025 05:53 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)
846
Total
Institutional Inflows
(last 12 months)
$4.01B
Number of
Institutional Sellers
(last 12 months)
320
Total
Institutional Outflows
(last 12 months)
$202.63M
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SCHM Institutional Buying and Selling by Quarter

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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
4/15/2025Balanced Wealth Group LLC137,812$3.61M1.7%+4.0%0.034%
4/15/2025Zhang Financial LLC115,166$3.02M0.2%-0.4%0.028%
4/15/2025Ulland Investment Advisors LLC94,172$2.47M2.1%-9.4%0.023%
4/15/2025Murphy Middleton Hinkle & Parker Inc.63,380$1.66M0.9%-2.1%0.016%
4/15/2025Alpha Omega Wealth Management LLC143,981$3.77M0.7%+3.1%0.035%
4/15/2025Transform Wealth LLC67,830$1.78M0.1%-29.1%0.017%
4/15/2025Ironwood Financial llc67,463$1.77M0.4%-1.2%0.017%
4/15/2025Focus Financial Network Inc.431,494$11.31M0.5%-4.4%0.106%
4/15/2025Donaldson Capital Management LLC9,162$240K0.0%-65.6%0.002%
4/15/2025Curbstone Financial Management Corp517,989$13.57M2.9%-0.8%0.127%
4/15/2025Redhawk Wealth Advisors Inc.30,531$800K0.1%+2.9%0.007%
4/15/2025CX Institutional2,990$78K0.0%N/A0.001%
4/15/2025Parsons Capital Management Inc. RI17,049$447K0.0%-7.9%0.004%
4/15/2025Crescent Sterling Ltd.39,639$1.04M1.1%-3.0%0.010%
4/15/2025MADDEN SECURITIES Corp18,225$477K0.2%-10.7%0.004%
4/15/2025Attessa Capital LLC9,213$241K0.2%-14.6%0.002%
4/15/2025Wealthcare Advisory Partners LLC71,547$1.88M0.1%-1.4%0.018%
4/14/2025 Farther Finance Advisors LLC352,630$9.28M0.2%+39.3%0.086%
4/14/2025 NewSquare Capital LLC11,493$301K0.0%-15.1%0.003%
4/14/2025 Sherman Asset Management Inc.9,189$241K0.2%-43.8%0.002%
4/14/2025 BCS Wealth Management65,497$1.72M0.4%-18.1%0.016%
4/14/2025 Bangor Savings Bank630,649$16.52M1.6%+1.2%0.155%
4/14/2025 Miracle Mile Advisors LLC121,128$3.17M0.1%-10.1%0.030%
4/14/2025 Patriot Financial Group Insurance Agency LLC12,496$327K0.0%-4.9%0.003%
4/14/2025 Revolve Wealth Partners LLC110,817$2.90M0.4%-3.6%0.027%
4/14/2025 Sentinel Pension Advisors LLC93,200$2.44M0.4%-1.9%0.023%
4/14/2025 LexAurum Advisors LLC275,008$7.21M1.4%+5.1%0.067%
4/14/2025 Gemmer Asset Management LLC1,554,746$40.73M4.1%+2.5%0.381%
4/11/2025 Gleason Group Inc.178,374$4.67M0.8%-3.0%0.044%
4/11/2025 First National Corp MA ADV530,901$13.91M3.1%+4.2%0.130%
4/11/2025 Burkett Financial Services LLC87,864$2.30M0.9%-1.6%0.022%
4/11/2025 SeaCrest Wealth Management LLC96,018$2.52M0.3%+4.2%0.024%
4/11/2025 Safeguard Financial LLC106,296$2.79M0.6%-5.4%0.026%
4/11/2025 Signal Advisors Wealth LLC98,543$2.58M0.3%-7.7%0.024%
4/11/2025 Harbor Group Inc.482,545$12.64M2.5%-0.7%0.118%
4/10/2025 Thrive Wealth Management LLC24,654$646K0.1%+130.1%0.006%
4/10/2025 Boltwood Capital Management78,973$2.07M0.6%+7.7%0.019%
4/10/2025 Diligent Investors LLC18,411$482K0.1%-45.4%0.005%
4/10/2025 Gainplan LLC11,777$309K0.2%+27.5%0.003%
4/10/2025 Naples Global Advisors LLC39,250$1.03M0.1%-13.0%0.010%
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4/10/2025 Warren Street Wealth Advisors LLC20,292$532K0.2%+6.9%0.005%
4/10/2025 Leverty Financial Group LLC50,415$1.32M0.5%+12.0%0.012%
4/10/2025 Brand Asset Management Group Inc.281,267$7.37M3.1%-1.4%0.069%
4/10/2025 Financial Management Professionals Inc.2,730$72K0.0%N/A0.001%
4/10/2025 Cathy Pareto & Associates Inc.172,248$4.51M4.0%-7.3%0.042%
4/10/2025 Contravisory Investment Management Inc.4,000$105K0.0%+40.3%0.001%
4/10/2025 Triangle Securities Wealth Management511,700$13.41M3.4%+1.2%0.125%
4/10/2025 Rialto Wealth Management LLC35,634$934K0.3%-16.8%0.009%
4/10/2025 EWG Elevate Inc.32,530$852K0.3%-85.8%0.008%
4/10/2025 Whipplewood Advisors LLC8,746$229K0.1%-79.1%0.002%
4/10/2025 Juncture Wealth Strategies LLC142,362$3.73M1.4%-1.1%0.035%
4/9/2025 RFG Advisory LLC32,043$840K0.0%+47.0%0.008%
4/9/2025 Merit Financial Group LLC113,169$2.97M0.0%N/A0.028%
4/9/2025 Marquette Asset Management LLC88,528$2.32M0.4%-11.0%0.022%
4/9/2025 Elevation Wealth Partners LLC36,038$944K0.4%-14.1%0.009%
4/9/2025 Fragasso Financial Advisors Inc3,000,909$78.62M5.8%-10.3%0.735%
4/8/2025 James J. Burns & Company LLC222,913$5.84M1.0%+0.4%0.055%
4/8/2025 Advisory Alpha LLC3,981,896$104.33M6.5%-30.4%0.976%
4/8/2025 Parallel Advisors LLC38,617$1.01M0.0%-1.7%0.009%
4/3/2025 Collective Family Office LLC61,535$1.61M0.4%-8.6%0.015%
3/18/2025Triton Wealth Management PLLC15,403$447K0.2%+199.9%0.004%
3/18/2025CWC Advisors LLC.18,578$515K0.5%+202.4%0.005%
3/17/2025Wealth Enhancement Advisory Services LLC6,089,280$168.73M0.3%+198.1%1.492%
3/12/2025Centaurus Financial Inc.10,742$298K0.0%+199.9%0.003%
3/5/2025Berkeley Inc13,604$377K0.2%+45.2%0.003%
2/27/2025Bernard Wealth Management Corp.291,490$8.08M3.7%N/A0.072%
2/27/2025XY Planning Network Inc.10,513$291K0.2%N/A0.003%
2/26/2025Sculati Wealth Management LLC52,512$1.46M0.6%+193.9%0.013%
2/25/2025B. Riley Wealth Advisors Inc.41,754$1.16M0.0%+202.2%0.010%
2/25/2025Integrated Advisors Network LLC55,824$1.55M0.1%+201.9%0.014%
2/24/2025Liberty Square Wealth Partners LLC217,164$6.27M2.3%N/A0.151%
2/24/2025Great Valley Advisor Group Inc.173,043$4.80M0.1%+192.6%0.121%
2/24/2025United Advisor Group LLC48,397$1.34M0.3%N/A0.034%
2/22/2025American Trust9,307$258K0.0%+185.1%0.006%
2/21/2025Vermillion Wealth Management Inc.1,792$50K0.0%N/A0.001%
2/21/2025AlphaCore Capital LLC12,744$353K0.1%+200.0%0.009%
2/19/2025Columbia River Financial Group LLC73,469$2.04M1.4%N/A0.051%
2/19/2025North Star Asset Management Inc.363,625$10.08M0.4%+197.6%0.254%
2/19/2025Wilson & Boucher Capital Management LLC27,390$759K0.5%+196.7%0.019%
2/18/2025Sunbelt Securities Inc.247,097$6.84M0.6%+171.3%0.172%
2/18/2025Breed s Hill Capital LLC97,350$2.70M1.4%+200.0%0.068%
2/18/2025Vise Technologies Inc.32,277$894K0.1%N/A0.023%
2/18/2025 Retirement Planning Group LLC28,211$782K0.0%+211.8%0.020%
2/18/2025Headinvest LLC10,555$292K0.1%+199.9%0.007%
2/18/2025Pinkerton Retirement Specialists LLC21,192$587K0.1%+200.3%0.015%
2/18/2025McCarthy Asset Management Inc.162,189$4.49M3.2%+187.2%0.113%
2/18/2025Sherwood Financial Partners LLC501,581$13.90M13.8%N/A0.350%
2/18/2025Focus Partners Advisor Solutions LLC33,203$920K0.0%+234.3%0.023%
2/18/2025Continuum Advisory LLC1,811$50K0.0%+136.4%0.001%
2/18/2025White Knight Strategic Wealth Advisors LLC19,708$546K0.2%+436.7%0.014%
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2/17/2025Waverly Advisors LLC459,414$12.73M0.2%+210.2%0.320%
2/17/2025Whelan Financial25,900$718K0.3%+188.5%0.018%
2/17/2025Windsor Advisory Group LLC12,092$335K0.4%-21.7%0.008%
2/17/2025Vestment Financial LLC22,196$617K0.5%N/A0.015%
2/17/2025Visionary Wealth Advisors280,272$7.77M0.5%+195.1%0.196%
2/17/2025Vivaldi Capital Management LP124,515$3.61M0.5%+224.8%0.087%
2/17/2025TrinityPoint Wealth LLC11,163$309K0.0%+239.3%0.008%
2/17/2025Studio Investment Management LLC1,869$52K0.0%+200.0%0.001%
2/17/2025Snowden Capital Advisors LLC8,124$225K0.0%+200.0%0.006%
2/17/2025Quadcap Wealth Management LLC73,636$2.04M0.3%+230.4%0.051%
(Data available from 1/1/2016 forward)

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SCHM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHM shares?

During the previous two years, 1,003 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. ($1.65B), Creative Planning ($816.83M), HighTower Advisors LLC ($279.25M), Cerity Partners LLC ($186.11M), Northwestern Mutual Wealth Management Co. ($177.69M), Wealth Enhancement Advisory Services LLC ($168.73M), and Moneta Group Investment Advisors LLC ($124.65M).Learn more on SCHM's institutional investors.

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

Of the 952 institutional investors that purchased Schwab U.S. Mid-Cap ETF 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 ($22.76M), HighTower Advisors LLC ($7.46M), Advisory Alpha LLC ($4.24M), 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 175,979,437 shares in the last 24 months. This purchase volume represents approximately $4.77B in transactions.

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

Of the 519 institutional investors that sold Schwab U.S. Mid-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisory Alpha LLC ($1.81M), Prime Capital Investment Advisors LLC ($1.23M), HBK Sorce Advisory LLC ($1.17M), Gradient Investments LLC ($1.03M), BLB&B Advisors LLC ($1.02M), Creative Planning ($533.25K), and Sheets Smith Wealth Management ($444.97K).

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

Institutional investors have sold a total of 17,806,912 shares in the last 24 months. This volume of shares sold represents approximately $444.14M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 4/16/2025 by MarketBeat.com Staff
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