Schwab US Mid Cap ETFSCHMETF
13F holders, Q4 2024 (December 31)931holders +48
49new positions
41sold out
5famous investors
$27.70avg. 13F price*
At the end of Q4 2024, 931 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, up 48 from Q3 2024. 49 opened new positions and 41 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.6B), Creative Planning ($792.4M) and HighTower Advisors, LLC ($279.2M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $30.7M |
| Exits | 41 | $52.6M |
All 13F filers, Q3 2024 → Q4 2024: 6,579,657 shares bought and 48,982,437 shares sold, net −42,402,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 931 holders
| Financial Engines Advisors L.L.C. | 3.46% | Reduce -23.6% | 59,401,539 | $1.6B |
| Creative Planning | 0.77% | Reduce -3.0% | 28,594,739 | $792.4M |
| HighTower Advisors, LLC | 0.38% | Add +3.1% | 10,077,570 | $279.2M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +6.6% | 7,584,801 | $210.2M |
| Moneta Group Investment Advisors LLC | 2.90% | Reduce -65.3% | 7,481,182 | $207.3M |
| Cerity Partners LLC | 0.40% | Reduce -1.2% | 6,714,292 | $186.1M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Reduce -0.6% | 6,089,280 | $168.7M |
| Advisory Alpha, LLC | 5.64% | Reduce -1.6% | 5,718,828 | $158.5M |
| UBS Group AG | 0.03% | Reduce -2.6% | 4,342,093 | $120.3M |
| Legacy Wealth Management, LLC | 7.44% | Add +1.3% | 4,180,010 | $115.8M |
| Fragasso Financial Advisors Inc | 7.07% | Add +0.4% | 3,345,175 | $92.7M |
| JMG Financial Group, Ltd. | 2.72% | Reduce -1.1% | 2,881,771 | $79.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +14.7% | 2,592,106 | $71.8M |
| Raymond James Financial Inc. | 0.02% | — | 2,419,750 | $67.1M |
| Mariner, LLC | 0.10% | Add +1.9% | 2,161,181 | $59.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.5% | 2,127,139 | $58.9M |
| Prime Capital Investment Advisors, LLC | 0.84% | Reduce -4.1% | 2,090,777 | $57.9M |
| Summit Financial Strategies, Inc. | 5.93% | Reduce -1.7% | 1,939,998 | $53.8M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -3.8% | 1,685,863 | $49.6M |
| Advocacy Wealth Management, LLC | 3.52% | Add +34.5% | 1,668,642 | $46.2M |
| Beacon Pointe Advisors, LLC | 0.50% | Reduce -3.3% | 1,640,241 | $45.5M |
| LPL Financial LLC | 0.02% | Add +0.7% | 1,630,257 | $45.2M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -70.5% | 1,600,788 | $44.4M |
| Gemmer Asset Management LLC | 4.14% | Add +3.3% | 1,516,709 | $42.0M |
| RKL Wealth Management LLC | 3.63% | Reduce -14.4% | 1,470,840 | $40.8M |
| DAVENPORT & Co LLC | 0.24% | Add +5.1% | 1,458,435 | $40.4M |
| BLB&B Advisors, LLC | 1.98% | Reduce -1.6% | 1,399,500 | $38.8M |
| Jones Financial Companies LLLP | 0.03% | Add +38.3% | 1,289,294 | $35.7M |
| Summit Asset Management, LLC | 5.99% | Add +3.2% | 1,229,842 | $34.1M |
| Exencial Wealth Advisors, LLC | 1.13% | Add +5.3% | 1,109,317 | $30.7M |
| Buckingham Capital Management, Inc. | 3.39% | Reduce -1.8% | 1,065,442 | $29.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 7.17% | Add +3.7% | 1,060,763 | $29.4M |
| Morgan Stanley | 0.00% | Add +2.8% | 1,055,686 | $29.3M |
| OneDigital Investment Advisors LLC | 0.33% | Reduce -9.1% | 1,034,361 | $28.7M |
| Mokosak Advisory Group, LLC | 8.56% | Add +0.3% | 1,029,564 | $28.5M |
| Curi Capital, LLC | 0.66% | Add +0.8% | 1,026,904 | $28.5M |
| Campbell Wealth Management | 2.30% | Add +4.3% | 922,911 | $25.6M |
| Modera Wealth Management, LLC | 0.30% | Reduce -1.9% | 911,294 | $25.3M |
| Bank of America Corp. | 0.00% | Add +17.8% | 893,092 | $24.7M |
| Sage Financial Group Inc. | 1.86% | Add +0.4% | 831,800 | $23.0M |
| High Note Wealth, LLC | 5.94% | Add +3.4% | 823,692 | $22.8M |
| Manchester Financial Inc. | 4.98% | Reduce -7.0% | 820,699 | $22.7M |
| Northeast Financial Group, Inc. | 8.23% | Reduce -1.0% | 777,252 | $21.5M |
| IFP Advisors, Inc | 0.70% | Add +1.3% | 769,708 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -0.9% | 704,399 | $19.5M |
| Salem Investment Counselors Inc. | 0.61% | Reduce -6.2% | 674,447 | $18.7M |
| Noble Family Wealth, LLC | 5.11% | Reduce -8.4% | 670,807 | $18.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.5% | 668,506 | $18.5M |
| Corient Private Wealth LP | 0.03% | Reduce -19.9% | 663,609 | $18.4M |
| Chicago Partners Investment Group LLC | 0.61% | Reduce -64.6% | 654,216 | $18.3M |
| MAI Capital Management | 0.14% | Add +150.1% | 657,349 | $18.2M |
| Berkshire Asset Management LLC | 0.86% | Add +3.8% | 623,369 | $18.2M |
| Koshinski Asset Management, Inc. | 1.53% | Add +3.1% | 644,951 | $17.9M |
| Marshall Financial Group Inc. | 5.43% | No change | 641,834 | $17.8M |
| Focus Partners Wealth | 0.05% | Add +2.2% | 640,379 | $17.7M |
| Bangor Savings Bank | 1.62% | Add +0.2% | 623,035 | $17.3M |
| Compass Advisory Group LLC | 6.10% | Add +187.7% | 615,069 | $17.0M |
| Essex LLC | 3.39% | Add +0.2% | 582,375 | $16.1M |
| Denver PWM, LLC | 6.10% | Reduce -7.3% | 568,894 | $15.8M |
| Lutz Financial Services LLC | 1.27% | Add +0.3% | 565,267 | $15.7M |
| Johnson Investment Counsel Inc. | 0.15% | Add +2.1% | 563,106 | $15.6M |
| Asset Management Group, Inc. | 2.76% | Reduce -0.2% | 560,380 | $15.5M |
| FAS Wealth Partners, Inc. | 1.24% | Reduce -3.5% | 534,134 | $14.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 533,200 | $14.8M |
| Curbstone Financial Management Corp | 3.06% | Reduce -1.4% | 522,289 | $14.5M |
| Bleakley Financial Group, LLC | 0.43% | Reduce -9.4% | 518,409 | $14.4M |
| HHM Wealth Advisors, LLC | 1.95% | Reduce -0.5% | 516,278 | $14.3M |
| First National Corp. /Ma/ | 3.20% | Add +6.1% | 509,400 | $14.1M |
| Savant Capital, LLC | 0.11% | Reduce -3.2% | 508,035 | $14.1M |
| Triangle Securities Wealth Management | 3.60% | Reduce -1.1% | 505,792 | $14.0M |
| Sherwood Financial Partners, LLC | 13.80% | — | 501,581 | $13.9M |
| Cetera Investment Advisers | 0.03% | Add +4.5% | 494,520 | $13.7M |
| Pittenger & Anderson Inc. | 0.50% | Add +0.2% | 494,039 | $13.7M |
| Harbor Group, Inc. | 3.03% | Reduce -1.3% | 485,841 | $13.5M |
| Richardson Capital Management LLC | 8.53% | Reduce -5.3% | 483,959 | $13.4M |
| Trust Point Inc. | 0.93% | Reduce -28.8% | 482,688 | $13.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.3% | 480,129 | $13.3M |
| ProVise Management Group, LLC | 1.13% | Reduce -11.3% | 475,136 | $13.2M |
| Pacific Sage Partners, LLC | 2.95% | Add +2.3% | 466,248 | $12.9M |
| Waverly Advisors, LLC | 0.20% | Add +3.4% | 459,414 | $12.7M |
| HBK Sorce Advisory LLC | 0.38% | Reduce -6.6% | 456,559 | $12.7M |
| Seneca Financial Advisors LLC | 6.23% | Reduce -0.7% | 452,693 | $12.5M |
| Focus Financial Network, Inc. | 0.50% | Reduce -9.7% | 451,341 | $12.5M |
| IMA Advisory Services, Inc. | 1.50% | Add +2.3% | 450,975 | $12.5M |
| Trinity Legacy Partners, LLC | 3.20% | Reduce -65.8% | 448,665 | $12.4M |
| Wells Fargo & Company | 0.00% | Reduce -7.8% | 447,569 | $12.4M |
| Larson Financial Group LLC | 0.64% | Reduce -4.8% | 443,600 | $12.3M |
| Spinnaker Investment Group, LLC | 2.93% | Add +1.9% | 437,643 | $12.1M |
| White & Co Financial Planning Inc | 10.06% | — | 427,943 | $11.9M |
| Womack Financial LLC | 10.48% | — | 426,272 | $11.8M |
| Courage Miller Partners, LLC | 3.96% | Add +0.1% | 417,704 | $11.6M |
| Leavell Investment Management, Inc. | 0.55% | Reduce -3.8% | 406,905 | $11.3M |
| Omega Financial Group, LLC | 4.26% | Reduce -7.4% | 406,585 | $11.3M |
| Clearwater Capital Advisors, LLC | 1.10% | Add +3.8% | 405,798 | $11.2M |
| St. Johns Investment Management Company, LLC | 5.22% | No change | 405,097 | $11.2M |
| Valley National Advisers Inc. | 2.01% | Add +8.3% | 404,244 | $11.2M |
| Fifth Third Securities, Inc. | 0.95% | Reduce -8.0% | 402,253 | $11.1M |
| MML Investors Services, LLC | 0.04% | Reduce -3.0% | 400,243 | $11.1M |
| Milestone Investment Advisors LLC | 3.01% | Reduce -2.6% | 400,108 | $11.1M |
| Arbor Trust Wealth Advisors, LLC | 5.13% | Add +3.3% | 395,345 | $11.0M |
"% 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.