Schwab US Mid Cap ETFSCHMETF
13F holders, Q3 2024 (September 30)883holders +27
58new positions
33sold out
3famous investors
$72.67avg. 13F price*
At the end of Q3 2024, 883 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, up 27 from Q2 2024. 58 opened new positions and 33 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.7B), Creative Planning ($816.8M) and HighTower Advisors, LLC ($270.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $77.4M |
| Exits | 33 | $23.0M |
All 13F filers, Q2 2024 → Q3 2024: 15,585,212 shares bought and 2,747,284 shares sold, net +12,837,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 883 holders
| Financial Engines Advisors L.L.C. | 3.49% | Add +22.2% | 25,929,301 | $1.7B |
| Creative Planning | 0.81% | Reduce -2.1% | 9,830,646 | $816.8M |
| HighTower Advisors, LLC | 0.40% | Add +2.6% | 3,258,331 | $270.7M |
| Moneta Group Investment Advisors LLC | 2.89% | Add +222.1% | 7,184,166 | $199.0M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +3.9% | 2,371,743 | $197.1M |
| Cerity Partners LLC | 0.42% | Add +14.6% | 2,264,769 | $188.2M |
| Wealth Enhancement Advisory Services, LLC | 0.37% | Reduce -1.4% | 2,042,382 | $169.7M |
| Advisory Alpha, LLC | 5.72% | Add +5.4% | 1,936,463 | $160.9M |
| UBS Group AG | 0.03% | Reduce -1.9% | 1,485,963 | $123.5M |
| Legacy Wealth Management, LLC | 7.40% | Add +2.3% | 1,375,275 | $114.3M |
| Fragasso Financial Advisors Inc | 7.09% | Add +8.4% | 1,110,656 | $92.3M |
| JMG Financial Group, Ltd. | 2.76% | Add +0.1% | 970,779 | $80.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.1% | 735,089 | $63.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.7% | 753,429 | $62.6M |
| Prime Capital Investment Advisors, LLC | 0.86% | Reduce -5.0% | 726,723 | $60.4M |
| Mariner, LLC | 0.10% | Add +1.6% | 706,706 | $58.7M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +2.3% | 659,628 | $54.8M |
| Summit Financial Strategies, Inc. | 6.15% | Add +2.5% | 657,835 | $54.7M |
| Mercer Global Advisors Inc. | 0.12% | Add +261.7% | 1,809,861 | $50.1M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -0.5% | 584,164 | $48.5M |
| RKL Wealth Management LLC | 4.31% | Reduce -3.0% | 572,939 | $47.6M |
| Beacon Pointe Advisors, LLC | 0.54% | Reduce -5.8% | 565,562 | $47.0M |
| LPL Financial LLC | 0.02% | Add +4.6% | 539,657 | $44.8M |
| Gemmer Asset Management LLC | 4.07% | Add +1.7% | 489,389 | $40.7M |
| BLB&B Advisors, LLC | 2.01% | Reduce -5.5% | 473,922 | $39.4M |
| DAVENPORT & Co LLC | 0.23% | Add +4.6% | 462,490 | $38.4M |
| Advocacy Wealth Management, LLC | 2.70% | Reduce -0.8% | 413,398 | $34.3M |
| Summit Asset Management, LLC | 3.77% | Add +3.3% | 397,210 | $33.0M |
| OneDigital Investment Advisors LLC | 0.36% | Reduce -3.4% | 379,236 | $31.5M |
| Buckingham Capital Management, Inc. | 3.44% | Reduce -0.2% | 361,709 | $30.1M |
| Exencial Wealth Advisors, LLC | 1.05% | Add +6.1% | 351,188 | $29.2M |
| Tradewinds Capital Management, LLC | 7.65% | Add +3072.4% | 344,046 | $28.6M |
| Mokosak Advisory Group, LLC | 8.53% | Add +5.0% | 342,341 | $28.4M |
| Morgan Stanley | 0.00% | Reduce -0.4% | 342,276 | $28.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 7.01% | Add +5.3% | 340,940 | $28.3M |
| Curi Capital, LLC | 0.64% | Reduce -0.0% | 339,489 | $28.2M |
| Dynamic Advisor Solutions LLC | 0.82% | Add +5.5% | 328,140 | $27.3M |
| Jones Financial Companies LLLP | 0.03% | Add +7.5% | 310,652 | $25.8M |
| Modera Wealth Management, LLC | 0.33% | Reduce -1.9% | 309,555 | $25.7M |
| Campbell Wealth Management | 2.18% | New | 294,975 | $24.5M |
| Manchester Financial Inc. | 5.30% | Reduce -2.8% | 294,082 | $24.4M |
| Sage Financial Group Inc. | 1.87% | Add +1.1% | 276,182 | $22.9M |
| Corient Private Wealth LP | 0.04% | Add +47.4% | 276,002 | $22.9M |
| High Note Wealth, LLC | 6.31% | Add +2.5% | 265,498 | $22.1M |
| Northeast Financial Group, Inc. | 8.37% | Add +7.4% | 261,605 | $21.7M |
| IFP Advisors, Inc | 0.76% | Add +1.2% | 253,379 | $21.1M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 252,682 | $21.0M |
| Noble Family Wealth, LLC | 5.46% | Reduce -5.1% | 244,181 | $20.3M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -9.3% | 240,103 | $20.0M |
| Salem Investment Counselors Inc. | 0.60% | Reduce -0.6% | 239,580 | $19.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +9.0% | 236,900 | $19.7M |
| Newton One Investments LLC | 7.77% | Add +1.0% | 233,256 | $19.4M |
| Trust Point Inc. | 1.41% | Add +3.0% | 226,095 | $18.8M |
| Marshall Financial Group Inc. | 5.37% | Add +1.2% | 213,839 | $17.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.3% | 213,260 | $17.7M |
| Focus Partners Wealth | 0.06% | Add +378.4% | 208,917 | $17.4M |
| Koshinski Asset Management, Inc. | 1.50% | Add +2.9% | 208,561 | $17.3M |
| Bangor Savings Bank | 1.62% | Reduce -1.7% | 207,275 | $17.2M |
| Chicago Partners Investment Group LLC | 0.61% | Add +217.7% | 615,663 | $17.0M |
| Denver PWM, LLC | 6.45% | Add +2.8% | 204,460 | $17.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.1% | 200,877 | $16.7M |
| Essex LLC | 3.30% | Add +10.3% | 193,704 | $16.1M |
| Bleakley Financial Group, LLC | 0.48% | Reduce -9.0% | 190,794 | $15.9M |
| Lutz Financial Services LLC | 1.27% | Reduce -1.1% | 187,813 | $15.6M |
| Berkshire Asset Management LLC | 0.79% | No change | 200,237 | $15.6M |
| Asset Management Group, Inc. | 2.20% | Reduce -1.5% | 187,251 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.5% | 186,524 | $15.5M |
| FAS Wealth Partners, Inc. | 1.22% | Add +0.8% | 184,484 | $15.3M |
| Johnson Investment Counsel Inc. | 0.15% | Add +3.1% | 183,876 | $15.3M |
| ProVise Management Group, LLC | 1.17% | Reduce -10.4% | 178,475 | $14.8M |
| Curbstone Financial Management Corp | 3.14% | Reduce -4.1% | 176,517 | $14.7M |
| Savant Capital, LLC | 0.12% | Reduce -1.0% | 174,874 | $14.5M |
| Raymond James & Associates | 0.01% | Add +5.6% | 174,372 | $14.5M |
| HHM Wealth Advisors, LLC | 2.04% | Reduce -2.9% | 173,022 | $14.4M |
| Triangle Securities Wealth Management | 3.66% | Add +2.9% | 170,464 | $14.2M |
| Richardson Capital Management LLC | 9.89% | Add +1.8% | 170,376 | $14.2M |
| Focus Financial Network, Inc. | 0.57% | Reduce -3.9% | 166,623 | $13.8M |
| Pittenger & Anderson Inc. | 0.51% | Reduce -0.1% | 164,281 | $13.7M |
| Harbor Group, Inc. | 3.15% | Reduce -0.5% | 164,001 | $13.6M |
| HBK Sorce Advisory LLC | 0.41% | Reduce -7.9% | 162,862 | $13.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.7% | 161,828 | $13.4M |
| First National Corp. /Ma/ | 2.96% | Add +4.8% | 160,034 | $13.3M |
| Cetera Investment Advisers | 0.03% | Reduce -49.4% | 157,791 | $13.1M |
| Larson Financial Group LLC | 0.73% | Reduce -2.0% | 155,399 | $12.9M |
| Seneca Financial Advisors LLC | 6.14% | Add +1.5% | 152,011 | $12.6M |
| Pacific Sage Partners, LLC | 3.00% | Add +6.6% | 151,895 | $12.6M |
| Waverly Advisors, LLC | 0.23% | Reduce -7.1% | 148,103 | $12.3M |
| Trinity Legacy Partners, LLC | 3.16% | Add +217.5% | 436,706 | $12.3M |
| IMA Advisory Services, Inc. | 2.66% | New | 146,945 | $12.2M |
| Omega Financial Group, LLC | 4.61% | Reduce -6.4% | 146,423 | $12.2M |
| Fifth Third Securities, Inc. | 1.15% | Reduce -2.8% | 145,692 | $12.1M |
| Spinnaker Investment Group, LLC | 2.91% | Add +3.9% | 143,229 | $11.9M |
| Leavell Investment Management, Inc. | 0.58% | Reduce -4.0% | 141,044 | $11.7M |
| Courage Miller Partners, LLC | 3.89% | Add +1.3% | 139,088 | $11.6M |
| MML Investors Services, LLC | 0.04% | Add +0.4% | 137,556 | $11.4M |
| Milestone Investment Advisors LLC | 3.19% | Reduce -4.3% | 136,906 | $11.4M |
| St. Johns Investment Management Company, LLC | 5.28% | Reduce -0.4% | 135,152 | $11.2M |
| Osaic Holdings, Inc. | 0.02% | Add +6.5% | 130,821 | $10.9M |
| Clearwater Capital Advisors, LLC | 1.05% | Add +3.7% | 130,298 | $10.8M |
| Clearstead Advisors, LLC | 0.17% | Add +3.3% | 130,149 | $10.8M |
"% 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.