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

Schwab U.S. Mid-Cap ETF logo
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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)
519
Total
Institutional Inflows
(last 12 months)
$1.27B
Number of
Institutional Sellers
(last 12 months)
366
Total
Institutional Outflows
(last 12 months)
$168.17M
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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
1/21/2025Grimes & Company Inc.21,032$583K0.0%+199.6%0.015%
1/21/2025Geneos Wealth Management Inc.960$27K0.0%+200.0%0.001%
1/21/2025Legacy Wealth Management Inc4,180,010$115.83M7.4%+203.9%2.916%
1/21/2025Pflug Koory LLC6,171$171K0.1%+192.9%0.004%
1/21/2025Sachetta LLC29,125$807K0.3%+194.7%0.020%
1/21/2025Patriot Investment Management Group Inc.310,469$8.60M0.6%+207.4%0.217%
1/21/2025St. Johns Investment Management Company LLC405,097$11.23M5.2%+199.7%0.283%
1/21/2025Sound Income Strategies LLC2,086$58K0.0%+980.8%0.001%
1/21/2025LexAurum Advisors LLC261,582$7.25M1.4%+203.6%0.182%
1/21/2025RFG Advisory LLC21,792$604K0.0%+425.2%0.015%
1/21/2025Motive Wealth Advisors35,502$984K0.5%+200.0%0.025%
1/21/2025Cornerstone Wealth Management LLC34,265$950K0.1%+211.3%0.024%
1/21/2025Brighton Jones LLC23,293$645K0.0%+200.4%0.016%
1/21/2025Lincoln Capital Corp340,182$9.43M3.9%+197.4%0.237%
1/21/2025Hengehold Capital Management LLC8,498$235K0.0%+221.0%0.006%
1/17/2025 Spinnaker Investment Group LLC437,643$12.13M2.9%+205.6%0.305%
1/17/2025 Apeiron RIA LLC9,618$267K0.1%+200.0%0.007%
1/17/2025 Red Door Wealth Management LLC84,259$2.34M0.4%+243.7%0.059%
1/17/2025 Arkansas Financial Group Inc.55,255$1.53M0.2%+199.0%0.039%
1/17/2025 Goldstein Advisors LLC11,583$321K0.0%+210.7%0.008%
1/17/2025 Avior Wealth Management LLC334,864$9.28M0.3%+203.3%0.234%
1/17/2025 Peterson Wealth Advisors LLC184,067$5.16M0.9%+216.6%0.128%
1/17/2025 D.B. Root & Company LLC80,244$2.22M0.7%+345.5%0.056%
1/17/2025 Asset Planning Services Inc. LA ADV18,716$519K0.3%+205.5%0.013%
1/17/2025 Janney Montgomery Scott LLC40,530$1.12M0.0%+195.4%0.028%
1/17/2025 Bartlett & CO. Wealth Management LLC82,146$2.28M0.0%+195.6%0.057%
1/17/2025 Kelleher Financial Advisors8,175$227K0.1%+200.0%0.006%
1/17/2025 Finley Financial LLC1,668$48K0.0%N/A0.001%
1/17/2025 Madison Park Capital Advisors LLC69,738$1.93M1.5%+195.4%0.049%
1/17/2025 Albion Financial Group UT10,945$303K0.0%+197.0%0.008%
1/17/2025 Advisory Alpha LLC5,718,828$158.47M5.6%+195.3%3.989%
1/17/2025 Missouri Trust & Investment Co302,615$8.39M2.9%+239.8%0.211%
1/17/2025 Dakota Wealth Management81,150$2.25M0.1%+197.1%0.057%
1/17/2025 Davis Capital Management4,845$134K0.1%+200.0%0.003%
1/17/2025 Simon Quick Advisors LLC20,925$580K0.0%+200.6%0.015%
1/17/2025 Sheets Smith Wealth Management68,682$1.90M0.2%+201.5%0.048%
1/17/2025 Beaumont Financial Advisors LLC66,036$1.83M0.1%+204.2%0.046%
1/17/2025 MCF Advisors LLC34,225$948K0.1%+205.3%0.024%
1/17/2025 White Pine Investment CO187,717$5.20M1.4%+574.9%0.131%
1/17/2025 Enclave Advisors LLC14,048$389K0.1%+165.4%0.010%
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1/17/2025 Atomi Financial Group Inc.60,264$1.67M0.1%+935.1%0.042%
1/17/2025 Great Waters Wealth Management37,940$1.05M0.1%+191.4%0.026%
1/17/2025 LifePlan Financial LLC22,265$617K0.5%+183.9%0.016%
1/17/2025 Transform Wealth LLC95,663$2.65M0.1%+183.6%0.067%
1/17/2025 Courage Miller Partners LLC417,704$11.58M4.0%+200.3%0.291%
1/16/2025 Kiley Juergens Wealth Management LLC10,383$288K0.1%N/A0.007%
1/16/2025 Aspiriant LLC49,695$1.38M0.0%+215.5%0.035%
1/16/2025 Chesapeake Wealth Management35,522$984K0.3%+190.9%0.025%
1/16/2025 Pure Financial Advisors LLC199,576$5.53M0.1%+183.9%0.139%
1/16/2025 Koshinski Asset Management Inc.644,951$17.87M0.0%+209.2%0.450%
1/16/2025 Ulland Investment Advisors LLC103,979$2.88M1.8%+211.4%0.073%
1/16/2025 Breakwater Investment Management2,550$71K0.0%+200.0%0.002%
1/16/2025 Colorado Capital Management Inc.127,141$3.52M1.7%+95.8%0.089%
1/16/2025 Harbor Investment Advisory LLC7,806$216K0.0%+199.4%0.005%
1/16/2025 Gemmer Asset Management LLC1,516,709$42.03M4.2%+209.9%1.058%
1/16/2025 Zhang Financial LLC115,595$3.20M0.2%+220.0%0.081%
1/16/2025 MassMutual Private Wealth & Trust FSB1,476$41K0.0%+200.0%0.001%
1/16/2025 UMB Bank n.a.1,323$37K0.0%+200.0%0.001%
1/16/2025 Oldfather Financial Services LLC53,010$1.47M0.6%+196.3%0.037%
1/16/2025 Thrive Wealth Management LLC10,713$297K0.1%+245.7%0.007%
1/16/2025 Ironwood Financial llc68,273$1.89M0.4%+238.5%0.048%
1/16/2025 Diversify Wealth Management LLC153,127$4.23M0.3%-0.5%0.107%
1/16/2025 Cambridge Advisors Inc.57,921$1.61M0.4%+201.5%0.040%
1/16/2025 Murphy Middleton Hinkle & Parker Inc.64,745$1.79M1.0%+194.6%0.045%
1/16/2025 Arbor Trust Wealth Advisors LLC395,345$10.96M5.1%+209.9%0.276%
1/16/2025 Romano Brothers AND Company7,500$208K0.0%+185.7%0.005%
1/15/2025 Joule Financial LLC24,577$681K0.2%+197.7%0.017%
1/15/2025 Meridian Financial LLC21,675$601K0.4%+195.2%0.015%
1/15/2025 Raub Brock Capital Management LP11,749$326K0.1%+202.0%0.008%
1/15/2025 Triangle Securities Wealth Management505,792$14.02M3.6%+196.7%0.353%
1/15/2025 Krilogy Financial LLC77,969$2.16M0.1%+199.2%0.054%
1/15/2025 Ameritas Advisory Services LLC118,290$3.28M0.1%+355.1%0.083%
1/15/2025 HB Wealth Management LLC332,633$9.22M0.1%+200.6%0.232%
1/15/2025 Trust Co. of Vermont2,959$82K0.0%+77.4%0.002%
1/15/2025 Gill Capital Partners LLC209,743$5.81M2.1%+199.3%0.146%
1/15/2025 Selective Wealth Management Inc.13,446$378K0.2%+142.1%0.009%
1/15/2025 Brand Asset Management Group Inc.285,175$7.90M3.2%+199.7%0.199%
1/15/2025 First National Bank of Mount Dora Trust Investment Services9,000$249K0.1%+200.0%0.006%
1/15/2025 Relyea Zuckerberg Hanson LLC24,361$675K0.1%+201.2%0.017%
1/15/2025 Wealthcare Advisory Partners LLC72,586$2.01M0.1%+139.6%0.051%
1/15/2025 Procyon Advisors LLC7,721$214K0.0%+203.6%0.005%
1/15/2025 FF Advisors LLC32,505$942K0.6%-28.7%0.023%
1/15/2025 Total Wealth Planning LLC11,148$309K0.0%+191.8%0.008%
1/15/2025 First Pacific Financial37,559$1.04M0.2%+138.1%0.026%
1/15/2025 Capital Planning LLC113,779$3.15M0.8%+238.9%0.079%
1/15/2025 Harbor Group Inc.485,841$13.46M3.0%+196.2%0.339%
1/15/2025 Omega Financial Group LLC406,585$11.27M4.3%+177.7%0.284%
1/15/2025 Mirador Capital Partners LP15,737$436K0.1%+205.5%0.011%
1/15/2025 West Coast Financial LLC17,400$482K0.1%+200.0%0.012%
1/15/2025 Cordant Inc.1,089$30K0.0%+200.0%0.001%
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1/14/2025 Paradigm Strategies in Wealth Management LLC120,311$3.33M2.2%+190.6%0.084%
1/14/2025 Carolina Wealth Advisors LLC147,394$4.08M2.2%+173.3%0.103%
1/14/2025 Contravisory Investment Management Inc.2,852$79K0.0%+176.1%0.002%
1/14/2025 RMR Wealth Builders31,773$880K0.1%+494.9%0.022%
1/14/2025 Pinnacle Bancorp Inc.14,637$406K0.1%+261.7%0.010%
1/14/2025 Redhawk Wealth Advisors Inc.29,667$822K0.1%+202.1%0.021%
1/14/2025 Twele Capital Management Inc.18,470$512K0.1%+193.8%0.013%
1/14/2025 Armstrong Advisory Group Inc.26,442$733K0.1%+200.0%0.018%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC121,301$3.36M0.1%+128.6%0.085%
1/14/2025 Smith Anglin Financial LLC55,748$1.55M0.1%+200.9%0.039%
(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, 880 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), 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 728 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), Advisory Alpha LLC ($4.25M), Legacy Wealth Management Inc ($2.90M), Financial Engines Advisors L.L.C. ($2.66M), Fragasso Financial Advisors Inc ($2.38M), Gemmer Asset Management LLC ($1.11M), and HighTower Advisors LLC ($804.40K).

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

Institutional investors have bought a total of 63,223,804 shares in the last 24 months. This purchase volume represents approximately $1.62B in transactions.

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

Of the 533 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 17,430,266 shares in the last 24 months. This volume of shares sold represents approximately $422.18M in transactions.


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This page (NYSEARCA:SCHM) was last updated on 1/21/2025 by MarketBeat.com Staff
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