Schwab US Mid Cap ETFSCHMETF
13F holders, Q1 2025 (March 31)912holders −19
41new positions
55sold out
3famous investors
$26.22avg. 13F price*
At the end of Q1 2025, 912 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, down 19 from Q4 2024. 41 opened new positions and 55 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.5B), Creative Planning ($757.7M) and HighTower Advisors, LLC ($263.1M). 3 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $48.8M |
| Exits | 55 | $24.7M |
All 13F filers, Q4 2024 → Q1 2025: 14,509,223 shares bought and 7,146,128 shares sold, net +7,363,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 912 holders
| Financial Engines Advisors L.L.C. | 3.30% | Reduce -1.1% | 58,765,352 | $1.5B |
| Creative Planning | 0.71% | Add +1.1% | 28,918,993 | $757.7M |
| HighTower Advisors, LLC | 0.36% | Reduce -0.4% | 10,041,554 | $263.1M |
| Moneta Group Investment Advisors LLC | 3.20% | Add +18.5% | 8,865,258 | $232.3M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +8.1% | 8,201,534 | $214.9M |
| Advisory Alpha, LLC | 6.50% | Add +27.7% | 7,300,752 | $191.2M |
| Cerity Partners LLC | 0.37% | Add +2.9% | 6,908,231 | $181.0M |
| Wealth Enhancement Advisory Services, LLC | 0.30% | Reduce -3.0% | 5,903,425 | $154.7M |
| UBS Group AG | 0.03% | Add +18.6% | 5,148,336 | $134.9M |
| Legacy Wealth Management, LLC | 7.34% | Add +0.6% | 4,203,019 | $110.1M |
| Fragasso Financial Advisors Inc | 5.84% | Reduce -10.3% | 3,000,909 | $78.6M |
| Prime Capital Investment Advisors, LLC | 0.91% | Add +42.2% | 2,972,884 | $77.9M |
| JMG Financial Group, Ltd. | 2.54% | Reduce -0.2% | 2,875,095 | $75.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.4% | 2,452,411 | $64.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.2% | 2,415,522 | $63.3M |
| Mariner, LLC | 0.10% | Add +1.2% | 2,187,656 | $57.3M |
| Summit Financial Strategies, Inc. | 4.99% | Reduce -2.8% | 1,886,684 | $49.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.4% | 1,819,929 | $47.7M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -4.4% | 1,611,068 | $47.5M |
| Waverly Advisors, LLC | 0.58% | Add +293.1% | 1,805,978 | $47.3M |
| Jones Financial Companies LLLP | 0.04% | Add +28.6% | 1,658,202 | $43.4M |
| LPL Financial LLC | 0.02% | Add +1.1% | 1,648,859 | $43.2M |
| Mercer Global Advisors Inc. | 0.10% | Add +0.4% | 1,607,151 | $42.1M |
| Beacon Pointe Advisors, LLC | 0.47% | Reduce -2.8% | 1,595,114 | $41.8M |
| Morgan Stanley | 0.00% | Add +50.1% | 1,584,389 | $41.5M |
| Gemmer Asset Management LLC | 4.07% | Add +2.5% | 1,554,746 | $40.7M |
| DAVENPORT & Co LLC | 0.24% | Add +5.8% | 1,543,630 | $40.4M |
| Advocacy Wealth Management, LLC | 2.68% | Reduce -10.0% | 1,501,765 | $39.3M |
| BLB&B Advisors, LLC | 1.85% | Reduce -0.8% | 1,387,851 | $36.4M |
| Captrust Financial Advisors | 0.09% | Add +287.4% | 1,320,822 | $34.6M |
| Exencial Wealth Advisors, LLC | 1.21% | Add +12.1% | 1,242,993 | $32.6M |
| Summit Asset Management, LLC | 5.63% | Add +1.0% | 1,242,188 | $32.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 6.94% | Add +2.2% | 1,083,986 | $28.4M |
| Mokosak Advisory Group, LLC | 8.50% | Add +2.1% | 1,050,999 | $27.5M |
| Bank of America Corp. | 0.00% | Add +16.6% | 1,041,279 | $27.3M |
| Sage Financial Group Inc. | 2.05% | Add +16.4% | 968,327 | $25.4M |
| Curi Capital, LLC | 0.60% | Reduce -9.2% | 932,112 | $24.4M |
| Dynamic Advisor Solutions LLC | 0.80% | New | 923,532 | $24.2M |
| RKL Wealth Management LLC | 2.22% | Reduce -38.8% | 900,465 | $23.6M |
| High Note Wealth, LLC | 5.50% | Add +2.9% | 847,296 | $22.2M |
| Modera Wealth Management, LLC | 0.30% | Reduce -7.7% | 841,413 | $22.0M |
| OneDigital Investment Advisors LLC | 0.26% | Reduce -19.6% | 831,404 | $21.8M |
| Northeast Financial Group, Inc. | 8.02% | Add +5.6% | 820,667 | $21.5M |
| IFP Advisors, Inc | 0.62% | Add +0.3% | 771,852 | $20.2M |
| Chicago Partners Investment Group LLC | 0.63% | Add +11.1% | 726,877 | $19.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.3% | 697,072 | $18.3M |
| MAI Capital Management | 0.14% | Add +4.8% | 688,912 | $18.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.5% | 680,120 | $17.8M |
| Koshinski Asset Management, Inc. | 1.49% | Add +3.7% | 668,724 | $17.5M |
| Salem Investment Counselors Inc. | 0.61% | Reduce -1.1% | 667,206 | $17.5M |
| Berkshire Asset Management LLC | 0.83% | Add +5.0% | 654,843 | $17.3M |
| Corient Private Wealth LP | 0.03% | Reduce -1.8% | 651,939 | $17.1M |
| Compass Advisory Group LLC | 5.94% | Add +5.8% | 650,988 | $17.1M |
| Focus Partners Wealth | 0.04% | Add +0.1% | 640,723 | $16.8M |
| Manchester Financial Inc. | 3.75% | Reduce -22.7% | 634,603 | $16.6M |
| Bangor Savings Bank | 1.56% | Add +1.2% | 630,649 | $16.5M |
| Marshall Financial Group Inc. | 5.20% | Reduce -1.8% | 630,291 | $16.5M |
| Noble Family Wealth, LLC | 4.49% | Reduce -7.2% | 622,368 | $16.3M |
| Denver PWM, LLC | 5.85% | Add +9.0% | 620,349 | $16.3M |
| Johnson Investment Counsel Inc. | 0.15% | Add +5.6% | 594,465 | $15.6M |
| Essex LLC | 3.29% | Reduce -0.5% | 579,780 | $15.2M |
| Asset Management Group, Inc. | 2.69% | Reduce -0.7% | 556,210 | $14.6M |
| JPMorgan Chase & Co. | 0.00% | Add +3.7% | 552,692 | $14.5M |
| Lutz Financial Services LLC | 1.17% | Reduce -3.3% | 546,684 | $14.3M |
| FAS Wealth Partners, Inc. | 1.17% | Add +2.3% | 546,288 | $14.3M |
| First National Corp. /Ma/ | 3.07% | Add +4.2% | 530,901 | $13.9M |
| Bleakley Financial Group, LLC | 0.44% | Add +0.6% | 521,583 | $13.7M |
| Curbstone Financial Management Corp | 2.86% | Reduce -0.8% | 517,989 | $13.6M |
| Triangle Securities Wealth Management | 3.45% | Add +1.2% | 511,700 | $13.4M |
| Sherwood Financial Partners, LLC | 12.97% | Add +1.7% | 510,035 | $13.4M |
| HHM Wealth Advisors, LLC | 1.78% | Reduce -2.0% | 505,859 | $13.3M |
| Pittenger & Anderson Inc. | 0.48% | Add +1.1% | 499,519 | $13.1M |
| Savant Capital, LLC | 0.11% | Reduce -2.0% | 497,632 | $13.0M |
| Richardson Capital Management LLC | 8.04% | Add +1.7% | 492,330 | $12.9M |
| Trinity Legacy Partners, LLC | 3.26% | Add +4.3% | 467,830 | $12.9M |
| Wells Fargo & Company | 0.00% | Add +9.5% | 490,051 | $12.8M |
| Cetera Investment Advisers | 0.02% | Reduce -1.8% | 485,546 | $12.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.0% | 485,015 | $12.7M |
| Trust Point Inc. | 1.15% | Add +0.1% | 483,146 | $12.7M |
| Harbor Group, Inc. | 2.53% | Reduce -0.7% | 482,545 | $12.6M |
| Benjamin Edwards Inc. | 0.17% | Add +59.7% | 475,255 | $12.5M |
| Spinnaker Investment Group, LLC | 2.75% | Add +6.1% | 464,416 | $12.2M |
| Seneca Financial Advisors LLC | 5.86% | Add +1.9% | 461,254 | $12.1M |
| Pacific Sage Partners, LLC | 2.72% | Reduce -1.1% | 461,067 | $12.1M |
| IMA Advisory Services, Inc. | 1.38% | Reduce -1.8% | 443,103 | $11.6M |
| Courage Miller Partners, LLC | 3.84% | Add +3.6% | 432,841 | $11.3M |
| Focus Financial Network, Inc. | 0.46% | Reduce -4.4% | 431,494 | $11.3M |
| Horizon Financial Services, LLC | 6.30% | Add +39.0% | 431,142 | $11.3M |
| ProVise Management Group, LLC | 0.96% | Reduce -9.5% | 429,905 | $11.3M |
| Larson Financial Group LLC | 0.53% | Reduce -3.4% | 428,532 | $11.2M |
| Womack Financial LLC | 10.25% | Add +0.3% | 427,421 | $11.2M |
| Clearwater Capital Advisors, LLC | 1.08% | Add +4.7% | 424,693 | $11.1M |
| White & Co Financial Planning Inc | 9.54% | Reduce -1.2% | 422,899 | $11.1M |
| Fifth Third Securities, Inc. | 0.91% | Add +2.6% | 412,589 | $10.8M |
| HBK Sorce Advisory LLC | 0.32% | Reduce -10.2% | 409,942 | $10.7M |
| Valley National Advisers Inc. | 1.88% | Reduce -1.8% | 397,077 | $10.4M |
| Arbor Trust Wealth Advisors, LLC | 4.84% | Reduce -0.3% | 394,082 | $10.3M |
| MML Investors Services, LLC | 0.03% | Reduce -1.9% | 392,622 | $10.3M |
| Omega Financial Group, LLC | 3.92% | Reduce -4.2% | 389,579 | $10.2M |
| Osaic Holdings, Inc. | 0.02% | Add +12.3% | 386,980 | $10.1M |
"% 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.