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

Schwab U.S. Mid-Cap ETF logo
$27.98 -0.71 (-2.47%)
Closing price 02/21/2025 04:10 PM Eastern
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$27.98 +0.00 (+0.02%)
As of 02/21/2025 07:27 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)
844
Total
Institutional Inflows
(last 12 months)
$3.87B
Number of
Institutional Sellers
(last 12 months)
311
Total
Institutional Outflows
(last 12 months)
$145.16M
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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
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%
2/19/2025 Columbia River Financial Group LLC73,469$2.04M1.4%N/A0.051%
2/19/2025 North Star Asset Management Inc.363,625$10.08M0.4%+197.6%0.254%
2/19/2025 Wilson & Boucher Capital Management LLC27,390$759K0.5%+196.7%0.019%
2/18/2025 Sunbelt Securities Inc.247,097$6.84M0.6%+171.3%0.172%
2/18/2025 Breed s Hill Capital LLC97,350$2.70M1.4%+200.0%0.068%
2/18/2025 Vise Technologies Inc.32,277$894K0.1%N/A0.023%
2/18/2025 Retirement Planning Group LLC28,211$782K0.0%+211.8%0.020%
2/18/2025 Headinvest LLC10,555$292K0.1%+199.9%0.007%
2/18/2025 Pinkerton Retirement Specialists LLC21,192$587K0.1%+200.3%0.015%
2/18/2025 McCarthy Asset Management Inc.162,189$4.49M3.2%+187.2%0.113%
2/18/2025 Sherwood Financial Partners LLC501,581$13.90M13.8%N/A0.350%
2/18/2025 Focus Partners Advisor Solutions LLC33,203$920K0.0%+234.3%0.023%
2/18/2025 Continuum Advisory LLC1,811$50K0.0%+136.4%0.001%
2/18/2025 White Knight Strategic Wealth Advisors LLC19,708$546K0.2%+436.7%0.014%
2/17/2025 Waverly Advisors LLC459,414$12.73M0.2%+210.2%0.320%
2/17/2025 Whelan Financial25,900$718K0.3%+188.5%0.018%
2/17/2025 Windsor Advisory Group LLC12,092$335K0.4%-21.7%0.008%
2/17/2025 Vestment Financial LLC22,196$617K0.5%N/A0.015%
2/17/2025 Visionary Wealth Advisors280,272$7.77M0.5%+195.1%0.196%
2/17/2025 Vivaldi Capital Management LP124,515$3.61M0.5%+224.8%0.087%
2/17/2025 TrinityPoint Wealth LLC11,163$309K0.0%+239.3%0.008%
2/17/2025 Studio Investment Management LLC1,869$52K0.0%+200.0%0.001%
2/17/2025 Snowden Capital Advisors LLC8,124$225K0.0%+200.0%0.006%
2/17/2025 Quadcap Wealth Management LLC73,636$2.04M0.3%+230.4%0.051%
2/17/2025 Quantinno Capital Management LP8,781$243K0.0%N/A0.006%
2/17/2025 NorthRock Partners LLC73,421$2.04M0.1%+107.9%0.051%
2/17/2025 Millennium Management LLC53,041$1.47M0.0%N/A0.037%
2/17/2025 Lazard Asset Management LLC53,604$1.49M0.0%+200.0%0.037%
2/17/2025 Kaizen Financial Strategies11,308$313K0.2%+201.2%0.008%
2/17/2025 Guardian Wealth Advisors LLC NC13,841$384K0.0%+319.6%0.010%
2/17/2025 Greenline Partners LLC1,246$35K0.0%N/A0.001%
2/17/2025 Focus Partners Wealth358,234$9.93M0.0%+71.5%0.250%
2/17/2025 Fiduciary Trust Co34,200$948K0.0%+200.0%0.024%
2/17/2025 Family Management Corp7,896$219K0.0%+200.0%0.006%
2/17/2025 Diligent Investors LLC33,711$934K0.2%+200.0%0.024%
2/17/2025 EP Wealth Advisors LLC36,538$1.01M0.0%+200.7%0.025%
2/17/2025 CoreCap Advisors LLC3,263$90K0.0%+221.8%0.002%
2/17/2025 Cresset Asset Management LLC260,533$7.22M0.0%+106.0%0.182%
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2/17/2025 Capital Advantage Inc.198,841$5.51M1.0%+190.9%0.139%
2/17/2025 Cetera Investment Advisers494,520$13.70M0.0%+213.4%0.345%
2/17/2025 BOKF NA4,149$115K0.0%+200.0%0.003%
2/17/2025 Bosun Asset Management LLC15,000$416K0.2%+200.0%0.010%
2/17/2025 Cahill Financial Advisors Inc.60,935$1.69M0.2%+207.9%0.043%
2/17/2025 Captrust Financial Advisors340,977$9.45M0.0%+204.5%0.238%
2/17/2025 Cary Street Partners Financial LLC297,860$8.25M0.3%N/A0.208%
2/17/2025 Chapman Financial Group LLC23,792$659K0.5%N/A0.017%
2/17/2025 Brown Wealth Management LLC219,828$6.09M2.2%+205.3%0.153%
2/17/2025 Baird Financial Group Inc.259,550$7.19M0.0%+260.3%0.181%
2/17/2025 Baker Avenue Asset Management LP7,470$207K0.0%+200.0%0.005%
2/17/2025 Bank of America Corp DE893,092$24.75M0.0%+253.4%0.623%
2/17/2025 Benjamin Edwards Inc.297,524$8.24M0.1%+211.9%0.208%
2/17/2025 Ameriprise Financial Inc.2,127,139$58.90M0.0%+189.4%1.484%
2/17/2025 Ancora Advisors LLC9,606$266K0.0%+200.0%0.007%
2/17/2025 Aptus Capital Advisors LLC96,672$2.68M0.0%+192.3%0.067%
2/17/2025 Arrowroot Family Office LLC98,415$2.73M1.4%+133.4%0.069%
2/17/2025 Asset Management Group Inc.560,380$15.53M2.8%+199.3%0.391%
2/17/2025 Advocacy Wealth Management Services LLC1,668,642$46.24M3.5%+303.6%1.164%
2/14/2025 Gallagher Fiduciary Advisors LLC27,103$751K0.1%N/A0.019%
2/14/2025 West Paces Advisors Inc.14,550$403K0.1%+196.9%0.010%
2/14/2025 Mercer Global Advisors Inc. ADV1,600,788$44.36M0.1%-11.6%1.117%
2/14/2025 FAS Wealth Partners Inc.534,134$14.80M1.2%+189.5%0.373%
2/14/2025 Peterson Wealth Management7,257$201K0.1%+200.0%0.005%
2/14/2025 Jane Street Group LLC38,205$1.06M0.0%+162.5%0.027%
2/14/2025 Westbourne Investments Inc.27,238$755K0.4%N/A0.019%
2/14/2025 Comerica Bank13,278$368K0.0%+322.1%0.009%
2/14/2025 AQR Capital Management LLC243,594$6.75M0.0%+201.6%0.170%
2/14/2025 Firestone Capital Management13,118$363K0.1%+217.8%0.009%
2/14/2025 Lido Advisors LLC136,305$3.78M0.0%+224.7%0.095%
2/14/2025 Northern Trust Corp16,470$456K0.0%+562.8%0.011%
2/14/2025 Bellwether Advisors LLC1,728$48K0.0%N/A0.001%
2/14/2025 Parkshore Wealth Management Inc.20,499$568K0.3%N/A0.014%
2/14/2025 Long Island Wealth Management Inc.91,786$2.54M1.6%+113.8%0.064%
2/14/2025 Beacon Pointe Advisors LLC1,640,241$45.45M0.5%+190.0%1.144%
2/14/2025 Mendel Capital Management LLC18,221$505K0.3%+205.9%0.013%
2/14/2025 Betterment LLC79,708$2.21M0.0%+188.6%0.056%
2/14/2025 Mission Creek Capital Partners Inc.11,876$329K0.1%+295.9%0.008%
2/14/2025 Berger Financial Group Inc23,300$646K0.0%+210.5%0.016%
2/14/2025 Johnson Financial Group Inc.4,302$124K0.0%+200.0%0.003%
2/14/2025 Coldstream Capital Management Inc.106,138$2.94M0.1%+199.7%0.074%
2/14/2025 Arkos Global Advisors20,787$576K0.1%+152.4%0.015%
2/14/2025 Capital Analysts LLC3,674$102K0.0%+331.7%0.003%
2/14/2025 Kovitz Investment Group Partners LLC23,056$639K0.0%+93.3%0.016%
2/14/2025 Topsail Wealth Management LLC7,079$196K0.0%N/A0.005%
2/14/2025 Keyvantage Wealth LLC86,573$2.40M1.7%N/A0.060%
2/14/2025 Seven Springs Wealth Group LLC30,012$832K0.3%+200.0%0.021%
2/14/2025 Guardian Wealth Management Inc.1,282$36K0.0%+200.2%0.001%
2/14/2025 Integrated Wealth Concepts LLC71,634$1.99M0.0%+388.8%0.050%
2/14/2025 Evercore Wealth Management LLC7,335$203K0.0%+200.0%0.005%
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2/14/2025 Coppell Advisory Solutions LLC1,309$36K0.0%+180.3%0.001%
2/14/2025 MGO One Seven LLC8,732$242K0.0%+36.2%0.006%
2/14/2025 Creegan & Nassoura Financial Group LLC20,340$564K0.4%+200.0%0.014%
2/14/2025 IHT Wealth Management LLC141,560$3.92M0.1%+86.8%0.099%
2/14/2025 Stifel Financial Corp125,883$3.49M0.0%+260.4%0.088%
2/14/2025 OneDigital Investment Advisors LLC1,034,361$28.66M0.3%+172.7%0.722%
2/14/2025 Strategic Financial Planning Inc.79,683$2.21M1.5%+199.3%0.056%
2/14/2025 Tradition Wealth Management LLC90,417$2.51M0.2%+201.3%0.063%
2/14/2025 MML Investors Services LLC400,243$11.09M0.0%+191.0%0.279%
2/14/2025 NWK Group Inc.5,907$164K0.1%+242.8%0.004%
(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, 1,000 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), Advisory Alpha LLC ($158.47M), 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 949 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), Legacy Wealth Management Inc ($2.90M), Raymond James Financial Inc. ($2.42M), and Fragasso Financial Advisors Inc ($2.38M).

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

Institutional investors have bought a total of 171,262,995 shares in the last 24 months. This purchase volume represents approximately $4.64B in transactions.

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

Of the 514 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 ($1.23M), HBK Sorce Advisory LLC ($1.17M), Gradient Investments LLC ($1.03M), BLB&B Advisors LLC ($1.02M), Creative Planning ($533.25K), Sheets Smith Wealth Management ($444.97K), and Brookstone Capital Management ($393.93K).

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

Institutional investors have sold a total of 15,508,717 shares in the last 24 months. This volume of shares sold represents approximately $383.07M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 2/22/2025 by MarketBeat.com Staff
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