Who Owns SCHM?
Schwab U.S. Mid-Cap ETF — Institutional Ownership & 13F Holdings
$33.64
-0.01 (-0.04%)
Market Cap
$13.8B
Shares Outstanding
380,433,745
Institutional Holders
892
Total Inst. Value
$5.6B
% of Float Held
—
QoQ Holder Change
+391
Institutional data as of Q1 2025
New Positions
237
Closed Positions
62
Increased
264
Decreased
285
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $1.5B | 58,765,352 |
| 2 | HighTower Advisors, LLC | $263.1M | 10,041,554 |
| 3 | MONETA GROUP INVESTMENT ADVISORS LLC | $232.3M | 8,865,258 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $214.9M | 8,201,534 |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $154.7M | 5,903,425 |
| 6 | UBS Group AG | $134.9M | 5,148,336 |
| 7 | Legacy Wealth Management, Inc | $110.1M | 4,203,019 |
| 8 | Advisory Alpha, LLC | $104.3M | 3,981,896 |
| 9 | Fragasso Financial Advisors Inc | $78.6M | 3,000,909 |
| 10 | JMG Financial Group, Ltd. | $75.3M | 2,875,095 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | +1.4M | $232.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +617K | $214.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +3.8M | $154.7M |
| UBS Group AG | +806K | $134.9M |
| Legacy Wealth Management, Inc | +23K | $110.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Advisory Alpha, LLC | -1.7M | $104.3M |
| Financial Engines Advisors L.L.C. | -636K | $1.5B |
| RKL Wealth Management LLC | -570K | $23.6M |
| Fragasso Financial Advisors Inc | -344K | $78.6M |
| AMERIPRISE FINANCIAL INC | -307K | $47.7M |
Famous Fund Managers
Related Stocks
Frequently Asked Questions
How many institutional investors hold SCHM?
As of Q1 2025, 892 institutional investors report holding SCHM (Schwab U.S. Mid-Cap ETF) in their 13F filings.
Which hedge fund owns the most SCHM?
The largest institutional holder of SCHM is Financial Engines Advisors L.L.C. with $1.5B in shares.
Are institutions buying or selling SCHM?
This quarter, 237 institutions opened new positions in SCHM and 62 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.