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

Schwab U.S. Mid-Cap ETF logo
$27.82 +0.26 (+0.94%)
(As of 12/20/2024 05:31 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)
460
Total
Institutional Inflows
(last 12 months)
$729.66M
Number of
Institutional Sellers
(last 12 months)
380
Total
Institutional Outflows
(last 12 months)
$191.59M
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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
12/19/2024 Independent Solutions Wealth Management LLC47,147$3.92M0.9%-9.4%0.033%
12/3/2024 Bush Investment Group LLC128,379$10.67M8.5%+0.5%0.090%
12/3/2024 Denver PWM LLC204,460$16.99M6.4%+2.8%0.143%
11/29/2024 American Trust3,264$271K0.0%-21.6%0.002%
11/26/2024 Asset Advisors Investment Management LLC36,035$2.99M0.3%-34.7%0.025%
11/25/2024 Synovus Financial Corp15,250$1.27M0.0%+100.0%0.011%
11/25/2024 Wilmington Savings Fund Society FSB800$66K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC7,893$656K0.0%+10.5%0.006%
11/25/2024 Sanctuary Advisors LLC17,003$1.41M0.0%+170.4%0.012%
11/25/2024 Pine Valley Investments Ltd Liability Co14,642$1.22M0.1%-9.5%0.010%
11/22/2024 Sculati Wealth Management LLC69,744$5.68M2.3%+91.1%0.049%
11/21/2024 Anchor Investment Management LLC70,223$5.84M0.6%+1.6%0.049%
11/18/2024 Sunbelt Securities Inc.91,072$7.57M0.7%+2.1%0.064%
11/18/2024 Continental Investors Services Inc.4,857$401K0.8%-15.9%0.003%
11/18/2024 Coldstream Capital Management Inc.35,417$2.94M0.1%-12.8%0.025%
11/18/2024 McCarthy Asset Management Inc.56,476$4.69M2.9%-4.1%0.039%
11/15/2024 Continuum Advisory LLC766$64K0.0%-35.0%0.001%
11/15/2024 Hamilton Capital LLC14,610$1.21M0.1%+200.0%0.010%
11/15/2024 EWA LLC10,327$858K0.3%+132.2%0.007%
11/15/2024 Y Intercept Hong Kong Ltd6,584$547K0.0%N/A0.005%
11/15/2024 MML Investors Services LLC137,556$11.43M0.0%+0.4%0.096%
11/15/2024 Orion Portfolio Solutions LLC4,418$367K0.0%-54.5%0.003%
11/15/2024 Jane Street Group LLC14,552$1.21M0.0%N/A0.010%
11/15/2024 Kovitz Investment Group Partners LLC11,926$989K0.0%+6.1%0.008%
11/15/2024 WESCAP Management Group Inc.48,363$4.02M1.0%-2.6%0.034%
11/15/2024 SYM FINANCIAL Corp2,183$181K0.0%-16.3%0.002%
11/15/2024 IHT Wealth Management LLC75,800$6.28M0.2%+64.9%0.053%
11/15/2024 Integrated Wealth Concepts LLC14,656$1.22M0.0%+46.9%0.010%
11/15/2024 HighTower Advisors LLC3,258,331$270.68M0.4%+2.6%2.273%
11/15/2024 Arrowroot Family Office LLC42,163$3.50M2.0%-6.0%0.029%
11/15/2024 Benjamin Edwards Inc.95,400$7.93M0.1%+9,262.1%0.067%
11/14/2024 Tradition Wealth Management LLC30,011$2.49M0.2%-3.2%0.021%
11/14/2024 White Knight Strategic Wealth Advisors LLC3,672$305K0.3%-9.0%0.003%
11/14/2024 Captrust Financial Advisors111,977$9.30M0.0%+1.3%0.078%
11/14/2024 Rockefeller Capital Management L.P.122,508$10.18M0.0%+3.0%0.085%
11/14/2024 Hantz Financial Services Inc.608$51K0.0%+1,742.4%0.000%
11/14/2024 Peterson Wealth Management2,419$201K0.1%N/A0.002%
11/14/2024 Financial Counselors Inc.6,447$536K0.0%-7.7%0.004%
11/13/2024 Townsquare Capital LLC97,984$8.14M0.1%-25.4%0.068%
11/13/2024 FMR LLC28,711$2.39M0.0%+18.1%0.020%
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11/13/2024 Acorn Wealth Advisors LLC50,180$4.17M1.8%-1.5%0.035%
11/13/2024 Private Trust Co. NA5,546$461K0.0%-10.6%0.004%
11/13/2024 Alliance Wealth Management Group126,214$10.49M2.7%-4.3%0.088%
11/13/2024 Independent Advisor Alliance4,320$359K0.0%-35.3%0.003%
11/12/2024Von Berge Wealth Management Group LLC114,915$9.55M4.9%+148.3%0.080%
11/12/2024 Summit Trail Advisors LLC13,345$1.11M0.0%+51.1%0.009%
11/12/2024 Cahill Financial Advisors Inc.19,790$1.64M0.2%-2.1%0.014%
11/12/2024Larson Financial Group LLC155,399$12.91M0.7%-2.0%0.108%
11/12/2024 Wescott Financial Advisory Group LLC37,071$3.08M0.3%-15.1%0.026%
11/12/2024 Towercrest Capital Management126,297$10.49M1.7%-4.3%0.088%
11/12/2024 Kingsview Wealth Management LLC15,197$1.26M0.0%+3.5%0.011%
11/12/2024 Alesco Advisors LLC7,041$585K0.0%-27.7%0.005%
11/12/2024 Cerity Partners LLC2,264,769$188.18M0.4%+14.6%1.580%
11/12/2024 Great Valley Advisor Group Inc.59,135$4.91M0.1%-2.8%0.041%
11/12/2024 Nwam LLC8,342$693K0.0%N/A0.006%
11/12/2024 Meridian Wealth Management LLC81,133$6.74M0.3%N/A0.057%
11/12/2024 Asset Management Group Inc.187,251$15.56M2.7%-1.5%0.131%
11/12/2024 Biltmore Family Office LLC7,335$609K0.1%+510.7%0.005%
11/12/2024 Planning Alternatives Ltd. ADV8,653$719K0.1%-3.9%0.006%
11/12/2024 49 Wealth Management LLC2,489$207K0.0%N/A0.002%
11/12/2024 Lathrop Investment Management Corp65,559$5.45M1.0%-2.0%0.046%
11/9/2024 Creekside Partners36,055$3.00M1.5%-2.7%0.025%
11/8/2024 Cedar Wealth Management LLC17,612$1.46M0.5%+6.5%0.012%
11/8/2024 Commerce Bank11,383$946K0.0%-21.7%0.008%
11/8/2024 Strategy Asset Managers LLC3,848$320K0.1%N/A0.003%
11/8/2024 Avior Wealth Management LLC110,412$9.17M0.4%+0.3%0.077%
11/8/2024 PNC Financial Services Group Inc.33,691$2.80M0.0%+43.1%0.024%
11/8/2024 Guardian Wealth Advisors LLC3,734$310K0.2%-20.1%0.003%
11/8/2024 Prospera Financial Services Inc3,976$331K0.0%-10.4%0.003%
11/7/2024 Chesapeake Wealth Management12,211$1.02M0.3%-44.6%0.009%
11/7/2024 St. Louis Trust Co25,194$2.09M0.3%+25.1%0.018%
11/7/2024 Mendel Capital Management LLC5,956$495K0.3%+13.3%0.004%
11/7/2024 ETF Store Inc.14,332$1.19M1.2%-14.2%0.010%
11/7/2024 MAI Capital Management87,624$7.28M0.1%-5.5%0.061%
11/7/2024 Phillips Financial Management LLC18,670$1.55M0.1%+4.7%0.013%
11/7/2024 Thrivent Financial for Lutherans584,164$48.54M0.1%-0.5%0.408%
11/6/2024 Spinnaker Investment Group LLC143,229$11.90M2.9%+3.9%0.100%
11/6/2024 Schneider Downs Wealth Management Advisors LP84,811$7.05M1.4%+0.5%0.059%
11/6/2024 KPP Advisory Services LLC5,999$498K0.1%+19.3%0.004%
11/6/2024 Natixis Advisors LLC11,059$919K0.0%N/A0.008%
11/6/2024 Northeast Financial Group Inc.261,605$21.74M8.1%+7.4%0.182%
11/6/2024 Squire Investment Management Company LLC9,291$772K0.4%+18.9%0.006%
11/6/2024 Nicollet Investment Management Inc.41,162$3.42M1.2%+3.1%0.029%
11/6/2024 Archer Investment Corp413$34K0.0%+1,965.0%0.000%
11/6/2024 Signature Estate & Investment Advisors LLC20,477$1.70M0.0%+4.4%0.014%
11/6/2024 Black Diamond Financial LLC88,114$7.32M1.2%-0.6%0.061%
11/6/2024 OneDigital Investment Advisors LLC379,236$31.51M0.4%-3.4%0.265%
11/6/2024 Planning Capital Management Corp11,327$941K0.6%-6.0%0.008%
11/6/2024 Summit Asset Management LLC397,210$33.00M6.2%+3.3%0.277%
11/6/2024 Fortis Capital Management LLC115,657$9.61M1.9%+1.5%0.081%
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11/6/2024 Main Street Financial Solutions LLC85,616$7.11M0.7%+1.8%0.060%
11/6/2024 Pillar Wealth Advisors LLC4,151$345K10.3%-93.6%0.003%
11/6/2024 Schrum Private Wealth Management LLC3,502$291K0.2%N/A0.002%
11/6/2024 Mengis Capital Management Inc.50,518$4.20M0.8%-4.3%0.035%
11/5/2024 Souders Financial Advisors45,629$3.79M0.5%-1.2%0.032%
11/5/2024 Empower Advisory Group LLC3,302$274K0.0%+20.9%0.002%
11/5/2024 Paulson Wealth Management Inc.13,851$1.15M0.3%-15.5%0.010%
11/5/2024 Richardson Capital Management LLC170,376$14.16M9.9%+1.8%0.119%
11/5/2024 Aptus Capital Advisors LLC33,075$2.75M0.0%+434.1%0.023%
11/5/2024 Missouri Trust & Investment Co89,046$7.40M2.6%+38.0%0.062%
(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, 864 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. ($1.39B), Creative Planning ($816.83M), HighTower Advisors LLC ($270.68M), Cerity Partners LLC ($188.18M), 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 695 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 ($18.31M), Financial Engines Advisors L.L.C. ($2.66M), HighTower Advisors LLC ($804.40K), HBK Sorce Advisory LLC ($763.16K), 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 43,290,731 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

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

Of the 536 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), 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 17,774,080 shares in the last 24 months. This volume of shares sold represents approximately $429.54M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 12/22/2024 by MarketBeat.com Staff
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