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

Schwab U.S. Mid-Cap ETF logo
$27.76
+0.15 (+0.54%)
(As of 12:38 PM ET)
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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)
471
Total
Institutional Inflows
(last 12 months)
$768.43M
Number of
Institutional Sellers
(last 12 months)
382
Total
Institutional Outflows
(last 12 months)
$188.75M
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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
11/4/20241900 Wealth Management LLC18,372$1.50M0.1%+5.4%0.013%
11/4/2024Baker Avenue Asset Management LP2,490$207K0.0%N/A0.002%
11/2/2024RKL Wealth Management LLC572,939$47.61M4.3%-3.0%0.400%
11/1/2024Sheets Smith Wealth Management22,778$1.89M0.2%-7.7%0.016%
11/1/2024Verdence Capital Advisors LLC4,132$343K0.0%+13.0%0.003%
11/1/2024Rockbridge Investment Management LCC2,522$210K0.0%N/A0.002%
11/1/2024Leavell Investment Management Inc.141,044$11.72M0.6%-4.0%0.098%
11/1/2024Strategic Family Wealth Counselors L.L.C.113,232$9.41M3.3%+2.4%0.079%
11/1/2024 Advocacy Wealth Management Services LLC413,398$34.35M2.7%-0.8%0.288%
11/1/2024 Bensler LLC45,093$3.75M0.5%-6.0%0.031%
10/31/2024 Trinity Legacy Partners LLC436,706$36.29M8.3%+217.5%0.305%
10/31/2024 Cozad Asset Management Inc.8,718$724K0.1%-17.7%0.006%
10/31/2024 Exencial Wealth Advisors LLC351,188$29.18M1.0%+6.1%0.245%
10/31/2024 Graypoint LLC15,126$1.26M0.1%-2.8%0.011%
10/31/2024 D.B. Root & Company LLC18,014$1.50M0.5%+160.8%0.013%
10/30/2024 Schaeffer Financial LLC105,930$8.80M8.9%+1.1%0.074%
10/30/2024 Milestone Investment Advisors LLC136,906$11.38M3.2%-4.3%0.096%
10/30/2024 Wisconsin Capital Management LLC12,500$1.04M0.5%-16.7%0.009%
10/30/2024 NorthRock Partners LLC35,311$2.93M0.3%+220.4%0.025%
10/30/2024 Madden Advisory Services Inc.49,467$4.11M1.9%+4.6%0.035%
10/30/2024 Lutz Financial Services LLC187,813$15.61M1.3%-1.1%0.131%
10/29/2024 Donaldson Capital Management LLC8,735$726K0.0%-59.5%0.006%
10/29/2024 Blue Square Asset Management LLC108,047$8.98M4.8%+3.2%0.075%
10/29/2024 IAG Wealth Partners LLC16,503$1.37M0.3%-2.9%0.012%
10/29/2024 Janney Montgomery Scott LLC13,722$1.14M0.0%-4.8%0.010%
10/29/2024 White Pine Investment CO27,813$2.31M0.6%N/A0.019%
10/29/2024 Carmichael Hill & Associates Inc.44,889$3.73M1.3%+2.1%0.031%
10/29/2024 Pure Financial Advisors LLC70,292$5.84M0.1%-0.8%0.049%
10/29/2024 Clear Creek Financial Management LLC106,972$8.89M1.0%+4.2%0.075%
10/29/2024 Stevens Capital Partners2,602$216K0.1%N/A0.002%
10/29/2024 Sage Financial Group Inc.276,182$22.95M1.9%+1.2%0.193%
10/29/2024 James Investment Research Inc.3,785$314K0.0%N/A0.003%
10/29/2024 Chicago Partners Investment Group LLC615,663$51.16M1.7%+217.7%0.429%
10/29/2024 Farther Finance Advisors LLC13,824$1.15M0.0%-64.5%0.010%
10/28/2024 Campbell Wealth Management294,975$24.51M2.2%N/A0.206%
10/28/2024 Values Added Financial LLC21,148$1.76M1.1%+96.5%0.015%
10/28/2024 Nadler Financial Group Inc.116,645$9.69M1.1%-0.3%0.081%
10/28/2024 Focus Financial Network Inc.166,623$13.85M0.6%-3.9%0.116%
10/28/2024 Pacific Sage Partners LLC151,895$12.62M3.0%+6.6%0.106%
10/28/2024 Balanced Wealth Group LLC44,400$3.69M1.6%-1.7%0.031%
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10/28/2024 Reston Wealth Management LLC47,069$3.91M1.4%+5.1%0.033%
10/28/2024 Whelan Financial8,979$746K0.3%-4.5%0.006%
10/28/2024 Oldfather Financial Services LLC17,891$1.49M0.6%+2.4%0.012%
10/25/2024 Voisard Asset Management Group Inc.87,769$7.29M3.0%+3.0%0.061%
10/25/2024 Cornerstone Wealth Group LLC23,065$1.92M0.2%-3.0%0.016%
10/25/2024 JFS Wealth Advisors LLC18,827$1.56M0.1%+4.3%0.013%
10/25/2024 Diversify Wealth Management LLC153,951$12.79M1.1%N/A0.107%
10/25/2024 Pinnacle Associates Ltd.43,552$3.62M0.1%+3.1%0.030%
10/25/2024 First Trust Direct Indexing L.P.4,516$375K0.0%N/A0.003%
10/25/2024 Mutual Advisors LLC31,241$2.60M0.1%-38.9%0.022%
10/25/2024 Lodestar Private Asset Management LLC114,538$9.52M1.2%+12.4%0.080%
10/25/2024 Valmark Advisers Inc.70,610$5.87M0.1%+5.1%0.049%
10/25/2024 Diversify Advisory Services LLC23,153$1.92M0.1%+393.9%0.016%
10/25/2024 MBA Advisors LLC30,281$2.52M1.2%-23.5%0.021%
10/25/2024 Legacy Wealth Management Inc1,375,275$114.27M7.4%+2.3%0.959%
10/25/2024 Cantor Fitzgerald Investment Advisors L.P.52,313$4.35M0.3%+58.4%0.036%
10/24/2024 Patriot Financial Group Insurance Agency LLC4,127$343K0.0%-11.6%0.003%
10/24/2024 Smithbridge Asset Management Inc. DE83,876$6.97M1.2%-3.9%0.059%
10/24/2024 Gemmer Asset Management LLC489,389$40.66M4.1%+1.7%0.341%
10/24/2024 Family Investment Center Inc.59,266$4.92M1.2%+1.2%0.041%
10/24/2024 Valley National Advisers Inc.124,409$10.34M1.9%-18.3%0.087%
10/24/2024 Manchester Financial Inc.294,082$24.44M5.3%-2.8%0.205%
10/24/2024 Kavar Capital Partners Group LLC83,128$6.91M1.1%+2.3%0.058%
10/24/2024 Bristlecone Advisors LLC37,477$3.11M0.3%+4.2%0.026%
10/24/2024 Modera Wealth Management LLC309,555$25.72M0.3%-1.9%0.216%
10/24/2024 Global Wealth Management LLC2,898$241K0.2%N/A0.002%
10/24/2024 Wealth Enhancement Advisory Services LLC2,042,382$169.70M0.4%-1.4%1.425%
10/23/2024 St. Johns Investment Management Company LLC135,152$11.23M5.3%-0.4%0.094%
10/23/2024 Allworth Financial LP57,218$4.75M0.0%-26.4%0.040%
10/23/2024 CWC Advisors LLC.6,144$511K0.5%N/A0.004%
10/23/2024 Elwood & Goetz Wealth Advisory Group LLC340,940$28.33M7.0%+5.3%0.238%
10/23/2024 Lincoln Capital Corp114,398$9.51M3.9%+0.8%0.080%
10/23/2024 Silver Oak Securities Incorporated70,533$5.86M0.6%+16.9%0.049%
10/23/2024 Romano Brothers AND Company2,625$218K0.0%N/A0.002%
10/23/2024 JMG Financial Group Ltd.970,779$80.66M2.8%+0.2%0.677%
10/23/2024 Patrick M Sweeney & Associates Inc.3,564$296K0.2%+18.5%0.002%
10/22/2024 DHJJ Financial Advisors Ltd.72,543$6.03M2.4%+5.5%0.051%
10/22/2024 McAdam LLC16,395$1.36M0.1%+6.6%0.011%
10/22/2024 Altus Wealth Group LLC45,478$3.78M1.6%-11.9%0.032%
10/22/2024 Private Advisor Group LLC94,072$7.82M0.0%+34.9%0.066%
10/22/2024 BLB&B Advisors LLC473,922$39.38M2.0%-5.5%0.331%
10/22/2024 Christensen King & Associates Investment Services Inc.117,867$9.79M4.6%-1.9%0.082%
10/22/2024 Warner Financial Inc.18,800$1.56M0.7%+2.9%0.013%
10/22/2024 Sequoia Financial Advisors LLC26,528$2.20M0.0%-3.6%0.019%
10/21/2024 Moneywise Inc.84,495$7.02M3.5%-37.1%0.059%
10/21/2024 Foundations Investment Advisors LLC3,042$253K0.0%-23.1%0.002%
10/21/2024 Financial Consulate Inc.6,960$578K0.2%+105.4%0.005%
10/21/2024 Whittier Trust Co. of Nevada Inc.123,631$10.27M0.3%-1.7%0.086%
10/21/2024 Courage Miller Partners LLC139,088$11.56M3.9%+1.3%0.097%
10/21/2024 Carolina Wealth Advisors LLC53,932$4.48M2.3%-2.0%0.038%
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10/21/2024 Northwest Investment Counselors LLC1,320$110K0.0%N/A0.001%
10/21/2024 Sharkey Howes & Javer16,937$1.41M0.2%-9.3%0.012%
10/21/2024 Sightline Wealth Advisors LLC113,847$9.46M5.2%+0.6%0.079%
10/21/2024 MBE Wealth Management LLC5,157$428K0.2%-10.1%0.004%
10/19/2024Compass Ion Advisors LLC11,504$956K0.1%N/A0.008%
10/19/2024Rede Wealth LLC11,096$922K0.4%+15.2%0.008%
10/19/2024Essex LLC193,704$16.10M3.3%+10.3%0.135%
10/19/2024Powers Advisory Group LLC52,464$4.36M2.2%+1.7%0.037%
10/18/2024Revolve Wealth Partners LLC39,059$3.25M0.5%-1.9%0.027%
10/18/2024Warren Street Wealth Advisors LLC7,048$586K0.2%+9.4%0.005%
(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, 861 institutional investors and hedge funds held shares of Schwab U.S. Mid-Cap ETF. The most heavily invested institutionals were Cerity Partners LLC ($1.43B), Financial Engines Advisors L.L.C. ($1.39B), Creative Planning ($816.83M), HighTower Advisors LLC ($241.99M), Northwestern Mutual Wealth Management Co. ($177.69M), Wealth Enhancement Advisory Services LLC ($169.70M), and Advisory Alpha LLC ($143.00M).Learn more on SCHM's institutional investors.

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

Of the 702 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: Cerity Partners LLC ($18.02M), Financial Engines Advisors L.L.C. ($2.66M), HBK Sorce Advisory LLC ($775.91K), HighTower Advisors LLC ($722.03K), Northwestern Mutual Wealth Management Co. ($675.03K), Creative Planning ($612.82K), and Chicago Partners Investment Group LLC ($536.39K).

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

Institutional investors have bought a total of 43,749,397 shares in the last 24 months. This purchase volume represents approximately $1.07B in transactions.

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

Of the 539 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: Prime Capital Investment Advisors LLC ($1.30M), HBK Sorce Advisory LLC ($1.17M), Moneta Group Investment Advisors LLC ($1.12M), Gradient Investments LLC ($1.03M), BLB&B Advisors LLC ($1.02M), Creative Planning ($533.25K), and Wealth Enhancement Advisory Services LLC ($449.10K).

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

Institutional investors have sold a total of 17,986,908 shares in the last 24 months. This volume of shares sold represents approximately $430.15M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 11/4/2024 by MarketBeat.com Staff
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