SCHM Institutional Ownership
Schwab U.S. Mid-Cap ETF
1W: +0.1%
1M: -2.3%
3M: -4.2%
YTD: +13.4%
1Y: +16.6%
3Y: +59.8%
5Y: +40.6%
$34.57
+0.27 (+0.79%)
Weekly Expected Move ±1.6%
$33
$34
$35
$35
$36
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCHM
1,111
Institutional Holders
+45 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
102
New Positions
361
Increased
466
Reduced
35
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1154 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 51,767,947 | 1.8B | -5,067,671 | -8.9% | 37Q | SEC ↗ |
| 2 | Creative Planning | 29,016,208 | 1.0B | -415,802 | -1.4% | 44Q | SEC ↗ |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 12,568,632 | $434M | +930,189 | +8.0% | 46Q | SEC ↗ |
| 4 | MONETA GROUP INVESTMENT ADVISORS LLC | 11,767,147 | $407M | +499,305 | +4.4% | 35Q | SEC ↗ |
| 5 | JONES FINANCIAL COMPANIES LLLP | 7,349,241 | $254M | +2,558,214 | +53.4% | 26Q | SEC ↗ |
| 6 | Advisory Alpha, LLC | 6,983,767 | $241M | -167,760 | -2.3% | 38Q | SEC ↗ |
| 7 | HighTower Advisors, LLC | 6,149,219 | $213M | -660,451 | -9.7% | 41Q | SEC ↗ |
| 8 | Cerity Partners LLC | 5,729,822 | $198M | +219,018 | +4.0% | 15Q | SEC ↗ |
| 9 | Legacy Wealth Management, LLC | 4,286,476 | $148M | -33,621 | -0.8% | 47Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 3,315,880 | $115M | -102,935 | -3.0% | 47Q | SEC ↗ |
| 11 | Savant Capital, LLC | 3,231,643 | $112M | +2,752,495 | +574.5% | 20Q | SEC ↗ |
| 12 | JMG Financial Group, Ltd. | 3,074,425 | $106M | -5,275 | -0.2% | 53Q | SEC ↗ |
| 13 | Fragasso Financial Advisors Inc | 2,867,994 | $99M | -55,479 | -1.9% | 26Q | SEC ↗ |
| 14 | Mariner, LLC | 2,627,084 | $91M | -100,806 | -3.7% | 49Q | SEC ↗ |
| 15 | UBS Group AG | 2,285,436 | $79M | -11,169 | -0.5% | 47Q | SEC ↗ |
| 16 | LPL Financial LLC | 2,017,782 | $70M | +90,945 | +4.7% | 53Q | SEC ↗ |
| 17 | EXENCIAL WEALTH ADVISORS, LLC | 2,011,027 | $70M | +387,282 | +23.9% | 18Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 1,859,876 | $64M | +34,957 | +1.9% | 7Q | SEC ↗ |
| 19 | Prime Capital Investment Advisors, LLC | 1,830,982 | $63M | -43,211 | -2.3% | 30Q | SEC ↗ |
| 20 | Advocacy Wealth Management, LLC | 1,715,392 | $59M | +134,186 | +8.5% | 11Q | SEC ↗ |
| 21 | Waverly Advisors, LLC | 1,699,550 | $59M | -3,231 | -0.2% | 10Q | SEC ↗ |
| 22 | MORGAN STANLEY | 1,649,131 | $57M | -43,255 | -2.6% | 53Q | SEC ↗ |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,636,994 | $57M | +452,264 | +38.2% | 5Q | SEC ↗ |
| 24 | Sixth Street Partners Management Compa NEW | 1,636,994 | $57M | — | +0.0% | 1Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 1,553,972 | $54M | +139,644 | +9.9% | 32Q | SEC ↗ |
| 26 | 93 Financial Group, LLC | 1,499,269 | $52M | -83,872 | -5.3% | 3Q | SEC ↗ |
| 27 | Beacon Pointe Advisors, LLC | 1,484,018 | $51M | +1,168 | +0.1% | 31Q | SEC ↗ |
| 28 | CAPTRUST FINANCIAL ADVISORS | 1,421,766 | $49M | +18,701 | +1.3% | 37Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 1,418,775 | $49M | +133,205 | +10.4% | 35Q | SEC ↗ |
| 30 | Financial Solutions Advisory Group, In | 1,275,655 | $44M | -3,901 | -0.3% | 2Q | SEC ↗ |
| 31 | AMERIPRISE FINANCIAL INC | 1,266,454 | $44M | +23,929 | +1.9% | 16Q | SEC ↗ |
| 32 | Summit Asset Management, LLC | 1,259,073 | $44M | -9,738 | -0.8% | 54Q | SEC ↗ |
| 33 | Dynamic Advisor Solutions LLC | 1,198,872 | $41M | +59,632 | +5.2% | 6Q | SEC ↗ |
| 34 | BLB&B Advisors, LLC | 1,196,515 | $41M | -21,123 | -1.7% | 54Q | SEC ↗ |
| 35 | Summit Financial Strategies, Inc. | 1,131,341 | $39M | -151,033 | -11.8% | 47Q | SEC ↗ |
| 36 | Focus Partners Wealth | 1,131,309 | $39M | +290,462 | +34.5% | 11Q | SEC ↗ |
| 37 | Mokosak Advisory Group, LLC | 1,129,814 | $39M | -5,697 | -0.5% | 35Q | SEC ↗ |
| 38 | Chicago Partners Investment Group LLC | 1,096,057 | $38M | +79,204 | +7.8% | 47Q | SEC ↗ |
| 39 | SAGE FINANCIAL GROUP INC | 1,005,202 | $35M | +20,799 | +2.1% | 51Q | SEC ↗ |
| 40 | BANK OF AMERICA CORP /DE | 965,564 | $33M | +95,891 | +11.0% | 15Q | SEC ↗ |
| 41 | High Note Wealth, LLC | 916,640 | $32M | +12,732 | +1.4% | 23Q | SEC ↗ |
| 42 | BlackRock, Inc. | 887,355 | $31M | +278,274 | +45.7% | 8Q | SEC ↗ |
| 43 | MERCER GLOBAL ADVISORS INC /ADV | 873,101 | $30M | +7,753 | +0.9% | 30Q | SEC ↗ |
| 44 | CHOREO, LLC | 871,833 | $30M | -15,074 | -1.7% | 14Q | SEC ↗ |
| 45 | Gemmer Asset Management LLC | 863,655 | $30M | -21,712 | -2.5% | 50Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors | 841,424 | $29M | -83,800 | -9.1% | 53Q | SEC ↗ |
| 47 | JOHNSON INVESTMENT COUNSEL INC | 815,376 | $28M | +158,146 | +24.1% | 15Q | SEC ↗ |
| 48 | Northeast Financial Group, Inc. | 807,726 | $28M | -82,706 | -9.3% | 15Q | SEC ↗ |
| 49 | IFP Advisors, Inc | 775,129 | $27M | +257 | +0.0% | 28Q | SEC ↗ |
| 50 | Koshinski Asset Management, Inc. | 769,563 | $27M | +10,366 | +1.4% | 42Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,636,994 | $57M |
| TWO SIGMA INVESTMENTS, LP | 460,100 | $16M |
| Simplicity Wealth,LLC | 348,047 | $12M |
| Odyssey Group, LLC | 317,388 | $11M |
| McCarthy Asset Management, Inc. | 219,273 | $8M |
| Diversify Advisory Services, LLC | 165,405 | $6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 120,265 | $4M |
| FIDUCIARY FINANCIAL ADVISORS | 114,787 | $4M |
| MEITAV INVESTMENT HOUSE LTD | 110,000 | $4M |
| Foster Victor Wealth Advisors, LLC | 106,670 | $4M |
| Carolina Wealth Management Inc | 88,755 | $3M |
| VILLERE ST DENIS J & CO LLC | 88,281 | $3M |
| Global Retirement Partners, LLC | 77,288 | $3M |
| J.W. COLE ADVISORS, INC. | 68,550 | $2M |
| Strategic Financial Planning, Inc. | 64,900 | $2M |
| Savior LLC | 48,439 | $2M |
| EXCHANGE TRADED CONCEPTS, LLC | 38,065 | $1M |
| Ocean Park Asset Management, LLC | 38,065 | $1M |
| Pacific Excel Wealth Advisors, Inc. | 30,143 | $1M |
| ZENITH SOLUTIONS, INC. | 21,728 | $751K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 600,030 | $21M |
| New York Life Investment Management | 223,251 | $8M |
| Victrix Investment Advisors | 213,732 | $7M |
| Chandler Asset Management, Inc. | 54,585 | $2M |
| Empowered Funds, LLC | 46,924 | $2M |
| TUDOR INVESTMENT CORP ET AL | 45,137 | $2M |
| LAZARD ASSET MANAGEMENT LLC | 43,158 | $1M |
| FLOW TRADERS U.S. LLC | 41,494 | $1M |
| Summit Trail Advisors, LLC | 40,032 | $1M |
| SOL Capital Management CO | 35,321 | $1M |
| D.A. DAVIDSON & CO. | 29,045 | $1M |
| Cynosure Group, LLC | 28,603 | $989K |
| Orion Porfolio Solutions, LLC | 27,909 | $965K |
| Y-Intercept (Hong Kong) Ltd | 25,792 | $892K |
| Milestones Private Investment Advis | 23,771 | $822K |
| RENAISSANCE TECHNOLOGIES LLC | 19,500 | $674K |
| Flavin Financial Services, Inc. | 17,485 | $604K |
| B. Riley Wealth Advisors, Inc. | 16,204 | $560K |
| M&T Bank Corp | 13,818 | $478K |
| Frank, Rimerman Advisors LLC | 13,134 | $454K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Savant Capital, LLC | +2,752,495 | +574.5% | 3,231,643 |
| JONES FINANCIAL COMPANIES LLLP | +2,558,214 | +53.4% | 7,349,241 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +930,189 | +8.0% | 12,568,632 |
| MONETA GROUP INVESTMENT ADVISORS LL | +499,305 | +4.4% | 11,767,147 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +452,264 | +38.2% | 1,636,994 |
| EXENCIAL WEALTH ADVISORS, LLC | +387,282 | +23.9% | 2,011,027 |
| Kestra Advisory Services, LLC | +311,509 | +215.5% | 456,059 |
| Focus Partners Wealth | +290,462 | +34.5% | 1,131,309 |
| BlackRock, Inc. | +278,274 | +45.7% | 887,355 |
| Janney Montgomery Scott LLC | +241,217 | +358.6% | 308,478 |
| Cerity Partners LLC | +219,018 | +4.0% | 5,729,822 |
| JOHNSON INVESTMENT COUNSEL INC | +158,146 | +24.1% | 815,376 |
| Enclave Advisors LLC | +155,431 | +1276.4% | 167,608 |
| ENVESTNET ASSET MANAGEMENT INC | +139,644 | +9.9% | 1,553,972 |
| Advocacy Wealth Management, LLC | +134,186 | +8.5% | 1,715,392 |
| Cetera Investment Advisers | +133,205 | +10.4% | 1,418,775 |
| Plancorp, LLC | +105,766 | +758.2% | 119,715 |
| OSAIC HOLDINGS, INC. | +101,552 | +15.3% | 766,354 |
| Range Advisory, LLC | +101,396 | +52.7% | 293,784 |
| BANK OF AMERICA CORP /DE | +95,891 | +11.0% | 965,564 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | -5,067,671 | -8.9% | 51,767,947 |
| Thrivent Financial for Lutherans | -1,849,425 | -86.5% | 289,077 |
| HighTower Advisors, LLC | -660,451 | -9.7% | 6,149,219 |
| Creative Planning | -415,802 | -1.4% | 29,016,208 |
| UBS AM, a distinct business unit of | -292,331 | -76.2% | 91,305 |
| Advisory Alpha, LLC | -167,760 | -2.3% | 6,983,767 |
| Summit Financial Strategies, Inc. | -151,033 | -11.8% | 1,131,341 |
| MANCHESTER FINANCIAL INC | -147,894 | -80.7% | 35,481 |
| Corient Private Wealth LP | -141,332 | -17.1% | 686,859 |
| Curi Capital, LLC | -115,713 | -14.5% | 683,104 |
| Independent Advisor Alliance | -104,234 | -90.6% | 10,839 |
| Visionary Wealth Advisors | -103,465 | -33.0% | 209,937 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -102,935 | -3.0% | 3,315,880 |
| Mariner, LLC | -100,806 | -3.7% | 2,627,084 |
| WealthShield Partners, LLC | -99,984 | -99.9% | 65 |
| RFG Advisory, LLC | -96,402 | -41.2% | 137,619 |
| 93 Financial Group, LLC | -83,872 | -5.3% | 1,499,269 |
| Cambridge Investment Research Advis | -83,800 | -9.1% | 841,424 |
| Northeast Financial Group, Inc. | -82,706 | -9.3% | 807,726 |
| JPMORGAN CHASE & CO | -72,748 | -14.9% | 415,997 |