Schwab US Mid Cap ETFSCHMETF
13F holders, Q2 2026 (June 30)1,073holders +52
91new positions
34sold out
3famous investors
$36.77avg. 13F price*
At the end of Q2 2026, 1,073 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, up 52 from Q1 2026. 91 opened new positions and 34 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.9B), Creative Planning ($1.1B) and Northwestern Mutual Wealth Management Co. ($463.4M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Mid Cap ETF
- CUSIP
- 808524508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $82.9M |
| Exits | 34 | $39.1M |
All 13F filers, Q1 2026 → Q2 2026: 14,118,091 shares bought and 13,051,822 shares sold, net +1,066,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,073 holders
| Financial Engines Advisors L.L.C. | 3.39% | Reduce -8.9% | 51,767,947 | $1.9B |
| Creative Planning | 0.63% | Reduce -1.4% | 29,016,208 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +8.0% | 12,568,632 | $463.4M |
| Moneta Group Investment Advisors LLC | 3.21% | Add +4.4% | 11,767,147 | $433.9M |
| Jones Financial Companies LLLP | 0.11% | Add +53.4% | 7,349,241 | $266.2M |
| Advisory Alpha, LLC | 6.32% | Reduce -2.4% | 6,983,767 | $257.5M |
| HighTower Advisors, LLC | 0.22% | Reduce -9.7% | 6,149,219 | $226.7M |
| Cerity Partners LLC | 0.24% | Add +4.0% | 5,729,822 | $198.5M |
| Legacy Wealth Management, LLC | 8.27% | Reduce -0.8% | 4,286,476 | $158.0M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -3.0% | 3,315,880 | $118.7M |
| Savant Capital, LLC | 0.34% | Add +574.5% | 3,231,643 | $114.6M |
| JMG Financial Group, Ltd. | 2.74% | Reduce -0.2% | 3,074,425 | $113.4M |
| Fragasso Financial Advisors Inc | 5.65% | Reduce -1.9% | 2,867,994 | $105.7M |
| Mariner, LLC | 0.10% | Reduce -3.7% | 2,627,084 | $96.9M |
| UBS Group AG | 0.01% | Reduce -0.5% | 2,285,436 | $84.3M |
| LPL Financial LLC | 0.02% | Add +4.7% | 2,017,782 | $74.4M |
| Raymond James Financial Inc. | 0.02% | Add +1.9% | 1,859,876 | $68.6M |
| Prime Capital Investment Advisors, LLC | 0.65% | Reduce -2.3% | 1,830,982 | $67.5M |
| Advocacy Wealth Management, LLC | 2.30% | Add +8.5% | 1,715,392 | $63.2M |
| Waverly Advisors, LLC | 0.36% | Reduce -0.2% | 1,699,550 | $62.7M |
| Morgan Stanley | 0.00% | Reduce -2.6% | 1,649,131 | $60.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +38.2% | 1,636,994 | $60.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.9% | 1,553,972 | $57.2M |
| 93 Financial Group, LLC | 21.82% | Reduce -5.3% | 1,499,269 | $55.3M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +0.1% | 1,484,018 | $54.7M |
| Captrust Financial Advisors | 0.08% | Add +1.3% | 1,421,766 | $52.4M |
| Cetera Investment Advisers | 0.05% | Add +10.4% | 1,418,775 | $52.3M |
| Ameriprise Financial Inc. | 0.01% | Add +1.9% | 1,266,454 | $46.7M |
| Summit Asset Management, LLC | 5.95% | Reduce -0.8% | 1,259,073 | $46.4M |
| Financial Solutions Advisory Group, Inc. | 5.78% | Reduce -0.3% | 1,275,655 | $45.7M |
| Dynamic Advisor Solutions LLC | 1.26% | Add +5.2% | 1,198,872 | $44.2M |
| BLB&B Advisors, LLC | 1.61% | Reduce -1.7% | 1,196,515 | $44.1M |
| Summit Financial Strategies, Inc. | 2.93% | Reduce -11.8% | 1,131,341 | $41.7M |
| Focus Partners Wealth | 0.04% | Add +34.5% | 1,131,309 | $41.7M |
| Mokosak Advisory Group, LLC | 9.02% | Reduce -0.5% | 1,129,814 | $41.7M |
| Chicago Partners Investment Group LLC | 0.77% | Add +7.8% | 1,096,057 | $38.6M |
| Sage Financial Group Inc. | 2.05% | Add +2.1% | 1,005,202 | $37.1M |
| Bank of America Corp. | 0.00% | Add +11.0% | 965,564 | $35.6M |
| High Note Wealth, LLC | 5.77% | Add +1.4% | 916,640 | $33.8M |
| BlackRock, Inc. | 0.00% | Add +45.7% | 887,355 | $32.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +0.9% | 873,101 | $32.2M |
| Choreo, LLC | 0.35% | Reduce -1.7% | 871,833 | $32.1M |
| Gemmer Asset Management LLC | 2.14% | Reduce -2.5% | 863,655 | $31.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -9.1% | 841,424 | $31.0M |
| Johnson Investment Counsel Inc. | 0.22% | Add +24.1% | 815,376 | $30.1M |
| IFP Advisors, Inc | 0.52% | Add +0.0% | 775,129 | $28.6M |
| Koshinski Asset Management, Inc. | 1.51% | Add +1.4% | 769,563 | $28.4M |
| Seneca Financial Advisors LLC | 7.35% | Add +0.9% | 767,806 | $28.3M |
| Osaic Holdings, Inc. | 0.03% | Add +15.3% | 766,354 | $28.3M |
| Financial Planning Navigators CORP | 10.09% | Reduce -2.0% | 730,881 | $26.9M |
| Berkshire Asset Management LLC | 1.06% | Add +2.1% | 730,699 | $26.9M |
| Corient Private Wealth LP | 0.04% | Reduce -17.1% | 686,859 | $25.3M |
| Compass Advisory Group LLC | 6.00% | Reduce -0.4% | 685,027 | $25.3M |
| RKL Wealth Management LLC | 2.01% | Reduce -1.8% | 683,405 | $25.2M |
| Curi Capital, LLC | 0.39% | Reduce -14.5% | 683,104 | $25.2M |
| Bleakley Financial Group, LLC | 0.32% | Add +5.0% | 675,122 | $24.9M |
| Essex LLC | 3.77% | Add +1.1% | 673,370 | $24.8M |
| Lutz Financial Services LLC | 1.51% | Reduce -0.9% | 672,364 | $24.8M |
| Noble Family Wealth, LLC | 4.41% | Reduce -0.7% | 667,905 | $24.6M |
| Modera Wealth Management, LLC | 0.26% | Reduce -4.4% | 666,792 | $24.6M |
| FAS Wealth Partners, Inc. | 1.28% | Add +6.3% | 666,751 | $24.6M |
| Salem Investment Counselors Inc. | 0.59% | Reduce -0.5% | 642,681 | $23.7M |
| MAI Capital Management | 0.09% | Add +3.6% | 612,338 | $22.6M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -0.4% | 568,557 | $21.0M |
| Plante Moran Financial Advisors, LLC | 0.97% | Reduce -6.5% | 565,591 | $20.9M |
| Bangor Savings Bank | 1.46% | Reduce -4.1% | 537,014 | $19.8M |
| Triangle Securities Wealth Management | 3.88% | Reduce -0.3% | 530,443 | $19.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.4% | 529,633 | $19.5M |
| Curbstone Financial Management Corp | 3.26% | Add +0.7% | 518,787 | $19.1M |
| Denver PWM, LLC | 6.15% | Add +0.7% | 512,689 | $18.8M |
| Fortis Capital Management LLC | 2.08% | Add +2.9% | 501,416 | $18.5M |
| Asset Management Group, Inc. | 2.69% | Reduce -1.9% | 498,057 | $18.4M |
| Lodestar Private Asset Management LLC | 1.58% | Add +4.8% | 494,924 | $18.2M |
| Sherwood Financial Partners, LLC | 14.66% | Reduce -0.3% | 493,878 | $18.2M |
| Pittenger & Anderson Inc. | 0.64% | Add +5.7% | 487,343 | $18.0M |
| Womack Financial LLC | 11.86% | Reduce -0.8% | 486,443 | $17.9M |
| AQR Capital Management | 0.01% | Reduce -0.5% | 486,421 | $17.9M |
| Harbor Group, Inc. | 2.07% | Add +0.6% | 478,114 | $17.6M |
| HHM Wealth Advisors, LLC | 1.76% | Reduce -2.2% | 472,953 | $17.4M |
| Spinnaker Investment Group, LLC | 2.79% | Add +13.2% | 472,438 | $17.4M |
| IMA Advisory Services, Inc. | 1.09% | Add +0.7% | 471,971 | $17.4M |
| Farther Finance Advisors, LLC | 0.14% | Add +6.6% | 468,804 | $17.3M |
| Focus Financial Network, Inc. | 0.53% | Reduce -4.2% | 465,129 | $17.1M |
| Clearwater Capital Advisors, LLC | 1.26% | Reduce -1.8% | 464,741 | $17.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.1% | 464,605 | $17.1M |
| Two Sigma Investments, LP | 0.01% | New | 460,100 | $17.0M |
| Trinity Legacy Partners, LLC | 3.38% | Reduce -2.4% | 481,343 | $16.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +215.5% | 456,059 | $16.8M |
| Courage Miller Partners, LLC | 4.43% | Reduce -1.1% | 455,266 | $16.8M |
| Schneider Downs Wealth Management Advisors, LP | 1.57% | Reduce -1.8% | 451,823 | $16.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +13.2% | 446,605 | $16.5M |
| Pacific Sage Partners, LLC | 2.31% | Add +5.0% | 439,926 | $16.2M |
| White & Co Financial Planning Inc | 10.04% | Add +0.7% | 439,692 | $16.2M |
| Fifth Third Securities, Inc. | 0.91% | Reduce -0.1% | 433,827 | $16.0M |
| Benjamin Edwards Inc. | 0.15% | Add +6.6% | 433,379 | $16.0M |
| Clear Creek Financial Management, LLC | 1.02% | Add +0.4% | 431,877 | $15.9M |
| Cannon Capital Management, Inc. | 13.33% | Reduce -1.6% | 425,771 | $15.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.9% | 415,997 | $15.2M |
| Horizon Financial Services, LLC | 5.73% | Add +1.0% | 405,444 | $14.9M |
| MML Investors Services, LLC | 0.03% | Add +20.1% | 399,513 | $14.7M |
"% of holder's portfolio" is SCHM's weight in each manager's 13F, not the share of Schwab US Mid Cap ETF the manager owns.