Schwab US Mid Cap ETFSCHMETF
13F holders, Q1 2024 (March 31)860holders
3famous investors
$81.47avg. 13F price*
At the end of Q1 2024, 860 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($1.7B), Creative Planning ($824.7M) and HighTower Advisors, LLC ($300.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $96.7M |
| Exits | 41 | $27.2M |
Ownership 860 holders
| Financial Engines Advisors L.L.C. | 3.87% | Reduce -0.3% | 21,068,822 | $1.7B |
| Creative Planning | 0.91% | Reduce -1.3% | 10,128,216 | $824.7M |
| HighTower Advisors, LLC | 0.49% | Add +1.6% | 3,693,867 | $300.8M |
| Moneta Group Investment Advisors LLC | 2.86% | Add +8.2% | 2,158,673 | $175.8M |
| Wealth Enhancement Advisory Services, LLC | 0.45% | Reduce -2.3% | 2,140,092 | $174.3M |
| Cerity Partners LLC | 0.43% | Reduce -89.5% | 1,984,366 | $161.6M |
| Prime Capital Investment Advisors, LLC | 2.09% | Add +6.9% | 1,837,206 | $149.6M |
| Advisory Alpha, LLC | 5.73% | Add +12.0% | 1,713,535 | $139.5M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +7.7% | 1,707,898 | $139.1M |
| UBS Group AG | 0.04% | Reduce -1.0% | 1,555,418 | $126.7M |
| Legacy Wealth Management, LLC | 8.09% | Reduce -3.8% | 1,347,894 | $109.8M |
| JMG Financial Group, Ltd. | 3.03% | Reduce -2.8% | 975,900 | $79.5M |
| Fragasso Financial Advisors Inc | 6.62% | Add +0.4% | 960,390 | $78.2M |
| Ameriprise Financial Inc. | 0.02% | Add +33.0% | 915,839 | $74.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.3% | 782,553 | $63.7M |
| Mariner, LLC | 0.12% | Add +1.7% | 690,084 | $56.2M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Reduce -0.1% | 635,152 | $51.7M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -2.1% | 508,929 | $51.3M |
| Summit Financial Strategies, Inc. | 7.01% | Add +1.7% | 617,408 | $50.3M |
| Beacon Pointe Advisors, LLC | 0.55% | Add +5.3% | 601,654 | $49.0M |
| RKL Wealth Management LLC | 4.76% | Add +0.5% | 590,402 | $48.1M |
| Thrivent Financial for Lutherans | 0.09% | Add +23.4% | 544,545 | $44.3M |
| BLB&B Advisors, LLC | 2.47% | Reduce -4.5% | 536,952 | $43.7M |
| LPL Financial LLC | 0.02% | Reduce -26.4% | 518,558 | $42.2M |
| Gemmer Asset Management LLC | 4.40% | Reduce -0.3% | 465,248 | $37.9M |
| DAVENPORT & Co LLC | 0.21% | Add +6.8% | 418,439 | $34.1M |
| OneDigital Investment Advisors LLC | 0.52% | Reduce -7.5% | 403,977 | $32.9M |
| Advocacy Wealth Management, LLC | 2.82% | Add +12.9% | 403,274 | $32.8M |
| Moisand Fitzgerald Tamayo, LLC | 4.71% | Add +5.3% | 377,757 | $30.8M |
| Summit Asset Management, LLC | 3.57% | Add +4.3% | 369,826 | $30.1M |
| Buckingham Capital Management, Inc. | 3.60% | Add +0.0% | 360,250 | $29.3M |
| Morgan Stanley | 0.00% | Add +5.1% | 356,419 | $29.0M |
| Curi Capital, LLC | 0.64% | New | 334,170 | $27.2M |
| Exencial Wealth Advisors, LLC | 1.01% | Add +9.2% | 331,433 | $27.0M |
| Cetera Investment Advisers | 0.06% | Add +795.6% | 325,438 | $26.5M |
| Mokosak Advisory Group, LLC | 8.72% | Add +3.2% | 324,417 | $26.4M |
| Modera Wealth Management, LLC | 0.40% | Reduce -1.7% | 319,502 | $26.0M |
| Elwood & Goetz Wealth Advisory Group, LLC | 6.16% | Add +2.3% | 311,913 | $25.4M |
| Manchester Financial Inc. | 6.35% | Add +3.0% | 299,023 | $24.3M |
| Noble Family Wealth, LLC | 6.87% | Reduce -12.1% | 296,259 | $24.1M |
| Campbell Wealth Management | 2.20% | Add +4.1% | 271,648 | $22.1M |
| Sage Financial Group Inc. | 1.94% | Add +1.3% | 265,276 | $21.6M |
| Dynamic Advisor Solutions LLC | 0.73% | Reduce -4.8% | 263,711 | $21.5M |
| Salem Investment Counselors Inc. | 0.67% | Reduce -0.8% | 250,866 | $20.4M |
| IFP Advisors, Inc | 0.89% | Reduce -3.3% | 248,546 | $20.2M |
| Bank of America Corp. | 0.00% | Reduce -4.5% | 246,955 | $20.1M |
| High Note Wealth, LLC | 6.37% | Add +50.3% | 240,447 | $19.6M |
| ProVise Management Group, LLC | 1.66% | Reduce -9.4% | 235,340 | $19.2M |
| Northeast Financial Group, Inc. | 8.43% | Add +11.9% | 233,997 | $19.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +4.0% | 231,578 | $18.9M |
| Corient Private Wealth LP | 0.03% | Add +0.1% | 231,385 | $18.8M |
| Newton One Investments LLC | 8.27% | Add +1.8% | 231,078 | $18.8M |
| Jones Financial Companies LLLP | 0.03% | Add +5.3% | 228,321 | $18.6M |
| HBK Sorce Advisory LLC | 0.63% | Reduce -21.3% | 217,410 | $17.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.8% | 216,850 | $17.7M |
| Trust Point Inc. | 1.38% | Reduce -2.0% | 216,113 | $17.6M |
| Tradewinds Capital Management, LLC | 4.79% | New | 212,905 | $17.3M |
| Bangor Savings Bank | 1.77% | Reduce -2.8% | 212,468 | $17.3M |
| Marshall Financial Group Inc. | 5.59% | Add +0.2% | 208,115 | $16.9M |
| Denver PWM, LLC | 6.47% | Add +0.3% | 210,405 | $16.8M |
| Simplicity Wealth,LLC | 0.40% | Add +4467.7% | 205,317 | $16.7M |
| Koshinski Asset Management, Inc. | 1.69% | Add +1352.2% | 203,092 | $16.5M |
| Lutz Financial Services LLC | 1.44% | Reduce -0.6% | 202,144 | $16.5M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 202,127 | $16.5M |
| HHM Wealth Advisors, LLC | 2.70% | Reduce -63.6% | 201,735 | $16.4M |
| Bleakley Financial Group, LLC | 0.47% | Add +2.0% | 200,958 | $16.4M |
| Asset Management Group, Inc. | 2.38% | Reduce -0.9% | 192,377 | $15.7M |
| Berkshire Asset Management LLC | 0.82% | Add +12.0% | 189,147 | $15.4M |
| Asset Advisors Investment Management, LLC | 1.70% | Add +0.1% | 186,200 | $15.2M |
| Curbstone Financial Management Corp | 3.23% | Add +0.4% | 183,677 | $15.0M |
| Savant Capital, LLC | 0.17% | Reduce -1.7% | 181,652 | $14.8M |
| FAS Wealth Partners, Inc. | 1.30% | Add +1.1% | 180,122 | $14.7M |
| Wells Fargo & Company | 0.00% | Reduce -5.3% | 178,407 | $14.5M |
| Raymond James & Associates | 0.01% | Add +0.1% | 177,019 | $14.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.6% | 175,158 | $14.3M |
| Chicago Partners Investment Group LLC | 0.59% | Add +6.4% | 179,860 | $13.9M |
| Essex LLC | 3.19% | Add +7.8% | 169,989 | $13.8M |
| Johnson Investment Counsel Inc. | 0.15% | Add +5.5% | 168,037 | $13.7M |
| Harbor Group, Inc. | 3.58% | Reduce -0.4% | 166,767 | $13.6M |
| Richardson Capital Management LLC | 11.09% | Add +113274.1% | 166,660 | $13.6M |
| Pittenger & Anderson Inc. | 0.55% | Add +1.1% | 166,147 | $13.5M |
| Larson Financial Group LLC | 1.03% | Reduce -2.3% | 164,372 | $13.4M |
| Triangle Securities Wealth Management | 3.79% | Add +1.3% | 163,091 | $13.3M |
| Omega Financial Group, LLC | 5.40% | Add +0.1% | 161,977 | $13.2M |
| Moneywise, Inc. | 7.15% | Reduce -21.3% | 161,577 | $13.2M |
| Focus Financial Network, Inc. | 0.64% | — | 173,649 | $13.1M |
| First National Corp. /Ma/ | 3.13% | Reduce -0.5% | 169,038 | $12.7M |
| Leavell Investment Management, Inc. | 0.72% | Reduce -3.6% | 153,253 | $12.5M |
| Kohmann Bosshard Financial Services, LLC | 1.70% | Reduce -8.2% | 150,331 | $12.2M |
| Seneca Financial Advisors LLC | 6.52% | Reduce -1.4% | 150,149 | $12.2M |
| Valley National Advisers Inc. | 1.84% | Add +3.7% | 149,432 | $12.2M |
| Milestone Investment Advisors LLC | 3.28% | Reduce -4.3% | 149,178 | $12.1M |
| Vantage Financial Partners, LLC | 3.21% | Add +1.9% | 146,571 | $11.9M |
| Fifth Third Securities, Inc. | 1.15% | Add +0.7% | 145,851 | $11.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -9.4% | 143,939 | $11.7M |
| Waverly Advisors, LLC | 0.27% | New | 142,209 | $11.6M |
| MML Investors Services, LLC | 0.05% | Reduce -8.9% | 139,288 | $11.3M |
| St. Johns Investment Management Company, LLC | 5.39% | Add +4.2% | 138,073 | $11.2M |
| Courage Miller Partners, LLC | 3.87% | Add +1.4% | 137,522 | $11.2M |
| Towercrest Capital Management | 1.88% | Reduce -2.5% | 136,643 | $11.1M |
"% 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.