Schwab US Mid Cap ETFSCHMETF
13F holders, Q2 2024 (June 30)856holders −4
48new positions
52sold out
3famous investors
$77.87avg. 13F price*
At the end of Q2 2024, 856 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, down 4 from Q1 2024. 48 opened new positions and 52 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.7B), Creative Planning ($781.8M) and HighTower Advisors, LLC ($247.2M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $25.0M |
| Exits | 52 | $65.2M |
All 13F filers, Q1 2024 → Q2 2024: 2,821,380 shares bought and 4,286,307 shares sold, net −1,464,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 856 holders
| Financial Engines Advisors L.L.C. | 3.68% | Add +0.7% | 21,221,270 | $1.7B |
| Creative Planning | 0.83% | Reduce -0.8% | 10,044,550 | $781.8M |
| HighTower Advisors, LLC | 0.38% | Reduce -14.0% | 3,175,966 | $247.2M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +33.6% | 2,282,373 | $177.7M |
| Moneta Group Investment Advisors LLC | 2.77% | Add +3.3% | 2,230,752 | $173.6M |
| Wealth Enhancement Advisory Services, LLC | 0.38% | Reduce -3.2% | 2,070,818 | $161.2M |
| Cerity Partners LLC | 0.42% | Reduce -0.4% | 1,976,832 | $153.9M |
| Advisory Alpha, LLC | 5.64% | Add +7.2% | 1,837,312 | $143.0M |
| UBS Group AG | 0.04% | Reduce -2.6% | 1,514,371 | $117.9M |
| Legacy Wealth Management, LLC | 7.58% | Reduce -0.2% | 1,344,981 | $104.7M |
| Fragasso Financial Advisors Inc | 6.57% | Add +6.7% | 1,024,471 | $79.7M |
| JMG Financial Group, Ltd. | 2.82% | Reduce -0.7% | 969,285 | $75.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.1% | 774,023 | $60.2M |
| Prime Capital Investment Advisors, LLC | 0.88% | Reduce -58.4% | 765,250 | $59.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -18.9% | 743,041 | $57.8M |
| Mariner, LLC | 0.10% | Add +0.8% | 695,531 | $54.1M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +1.6% | 645,119 | $50.2M |
| Summit Financial Strategies, Inc. | 6.21% | Add +4.0% | 642,116 | $50.0M |
| Beacon Pointe Advisors, LLC | 0.55% | Reduce -0.2% | 600,702 | $46.8M |
| RKL Wealth Management LLC | 4.43% | Add +0.0% | 590,482 | $46.0M |
| Thrivent Financial for Lutherans | 0.09% | Add +7.9% | 587,364 | $45.7M |
| LPL Financial LLC | 0.02% | Reduce -0.5% | 515,979 | $40.2M |
| BLB&B Advisors, LLC | 2.14% | Reduce -6.6% | 501,712 | $39.0M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -1.7% | 500,344 | $38.9M |
| Gemmer Asset Management LLC | 4.01% | Add +3.5% | 481,378 | $37.5M |
| DAVENPORT & Co LLC | 0.22% | Add +5.7% | 442,329 | $34.4M |
| Advocacy Wealth Management, LLC | 2.67% | Add +3.3% | 416,550 | $32.4M |
| OneDigital Investment Advisors LLC | 0.38% | Reduce -2.8% | 392,748 | $30.6M |
| Moisand Fitzgerald Tamayo, LLC | 4.57% | Add +3.7% | 391,720 | $30.5M |
| Summit Asset Management, LLC | 3.53% | Add +4.0% | 384,420 | $29.9M |
| Buckingham Capital Management, Inc. | 3.38% | Add +0.6% | 362,558 | $28.2M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 343,681 | $26.7M |
| Curi Capital, LLC | 0.63% | Add +1.6% | 339,582 | $26.4M |
| Exencial Wealth Advisors, LLC | 0.97% | Reduce -0.1% | 331,017 | $25.8M |
| Mokosak Advisory Group, LLC | 8.39% | Add +0.5% | 326,087 | $25.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 7.15% | Add +3.8% | 323,794 | $25.2M |
| Modera Wealth Management, LLC | 0.36% | Reduce -1.2% | 315,546 | $24.6M |
| Cetera Investment Advisers | 0.06% | Reduce -4.1% | 312,002 | $24.3M |
| Dynamic Advisor Solutions LLC | 0.76% | Add +18.0% | 311,185 | $24.2M |
| Manchester Financial Inc. | 5.80% | Add +1.2% | 302,522 | $23.5M |
| Jones Financial Companies LLLP | 0.03% | Add +26.6% | 288,972 | $22.5M |
| Sage Financial Group Inc. | 1.84% | Add +2.9% | 273,038 | $21.3M |
| Kestra Advisory Services, LLC | 0.11% | Add +435.4% | 264,878 | $20.3M |
| High Note Wealth, LLC | 6.16% | Add +7.7% | 258,928 | $20.2M |
| Noble Family Wealth, LLC | 5.77% | Reduce -13.1% | 257,361 | $20.0M |
| Bank of America Corp. | 0.00% | Add +4.0% | 256,903 | $20.0M |
| IFP Advisors, Inc | 0.77% | Add +0.7% | 250,364 | $19.5M |
| Northeast Financial Group, Inc. | 8.12% | Add +4.1% | 243,563 | $19.0M |
| Salem Investment Counselors Inc. | 0.61% | Reduce -3.9% | 241,127 | $18.8M |
| Newton One Investments LLC | 7.75% | Reduce -0.1% | 230,886 | $18.0M |
| Apollon Wealth Management, LLC | 0.55% | Add +1245.9% | 229,962 | $17.9M |
| Trust Point Inc. | 1.37% | Add +1.6% | 219,484 | $17.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -6.1% | 217,385 | $16.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.3% | 213,991 | $16.7M |
| Simplicity Wealth,LLC | 0.38% | Add +4.0% | 213,519 | $16.6M |
| Marshall Financial Group Inc. | 5.34% | Add +1.5% | 211,278 | $16.4M |
| Bangor Savings Bank | 1.64% | Reduce -0.8% | 210,825 | $16.4M |
| Bleakley Financial Group, LLC | 0.47% | Add +4.3% | 209,651 | $16.3M |
| Chicago Partners Investment Group LLC | 0.60% | Add +7.7% | 193,775 | $15.6M |
| Koshinski Asset Management, Inc. | 1.45% | Reduce -0.2% | 202,762 | $15.6M |
| Berkshire Asset Management LLC | 0.78% | Add +5.9% | 200,237 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.3% | 199,528 | $15.5M |
| ProVise Management Group, LLC | 1.32% | Reduce -15.4% | 199,150 | $15.5M |
| Denver PWM, LLC | 6.18% | Reduce -5.5% | 198,907 | $15.5M |
| Asset Management Group, Inc. | 2.25% | Reduce -1.2% | 190,137 | $14.8M |
| Lutz Financial Services LLC | 1.29% | Reduce -6.1% | 189,836 | $14.8M |
| Corient Private Wealth LP | 0.03% | Reduce -19.1% | 187,206 | $14.6M |
| Curbstone Financial Management Corp | 3.11% | Add +0.2% | 184,007 | $14.3M |
| FAS Wealth Partners, Inc. | 1.23% | Add +1.6% | 182,992 | $14.2M |
| Focus Financial Network, Inc. | 0.60% | Reduce -0.1% | 173,437 | $14.1M |
| Johnson Investment Counsel Inc. | 0.15% | Add +6.1% | 178,279 | $13.9M |
| HHM Wealth Advisors, LLC | 2.09% | Reduce -11.7% | 178,121 | $13.9M |
| HBK Sorce Advisory LLC | 0.48% | Reduce -18.7% | 176,779 | $13.8M |
| Savant Capital, LLC | 0.14% | Reduce -2.8% | 176,623 | $13.7M |
| Essex LLC | 3.06% | Add +3.4% | 175,692 | $13.7M |
| Richardson Capital Management LLC | 10.03% | Add +0.5% | 167,428 | $13.0M |
| Wells Fargo & Company | 0.00% | Reduce -6.8% | 166,248 | $12.9M |
| Triangle Securities Wealth Management | 3.64% | Add +1.6% | 165,733 | $12.9M |
| Raymond James & Associates | 0.01% | Reduce -6.7% | 165,129 | $12.9M |
| Harbor Group, Inc. | 3.29% | Reduce -1.1% | 164,870 | $12.8M |
| Pittenger & Anderson Inc. | 0.53% | Reduce -1.1% | 164,394 | $12.8M |
| Waverly Advisors, LLC | 0.24% | Add +12.1% | 159,411 | $12.4M |
| Larson Financial Group LLC | 0.84% | Reduce -3.5% | 158,563 | $12.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.5% | 156,843 | $12.2M |
| Omega Financial Group, LLC | 4.93% | Reduce -3.4% | 156,409 | $12.2M |
| First National Corp. /Ma/ | 2.83% | Reduce -9.7% | 152,666 | $11.9M |
| Valley National Advisers Inc. | 1.76% | Add +1.9% | 152,335 | $11.9M |
| Fifth Third Securities, Inc. | 1.08% | Add +2.8% | 149,855 | $11.7M |
| Seneca Financial Advisors LLC | 6.04% | Reduce -0.3% | 149,715 | $11.7M |
| Vantage Financial Partners, LLC | 3.00% | Add +1.4% | 148,690 | $11.6M |
| Leavell Investment Management, Inc. | 0.63% | Reduce -4.2% | 146,867 | $11.5M |
| Milestone Investment Advisors LLC | 2.96% | Reduce -4.1% | 143,076 | $11.1M |
| Pacific Sage Partners, LLC | 2.75% | Add +8.5% | 142,489 | $11.1M |
| Spinnaker Investment Group, LLC | 2.96% | Add +1.1% | 137,851 | $10.7M |
| Trinity Legacy Partners, LLC | 3.04% | Add +2.1% | 137,553 | $10.7M |
| Courage Miller Partners, LLC | 3.84% | Reduce -0.2% | 137,254 | $10.7M |
| MML Investors Services, LLC | 0.04% | Reduce -1.6% | 136,996 | $10.7M |
| St. Johns Investment Management Company, LLC | 5.01% | Reduce -1.8% | 135,636 | $10.6M |
| Moneywise, Inc. | 5.54% | Reduce -16.8% | 134,394 | $10.5M |
| Towercrest Capital Management | 1.69% | Reduce -3.4% | 131,991 | $10.3M |
"% 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.