Schwab US Mid Cap ETFSCHMETF
13F holders, Q2 2025 (June 30)945holders +33
63new positions
39sold out
3famous investors
$28.07avg. 13F price*
At the end of Q2 2025, 945 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, up 33 from Q1 2025. 63 opened new positions and 39 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.7B), Creative Planning ($830.4M) and HighTower Advisors, LLC ($296.9M). 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 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $30.1M |
| Exits | 39 | $31.6M |
All 13F filers, Q1 2025 → Q2 2025: 13,911,362 shares bought and 16,138,839 shares sold, net −2,227,477 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 945 holders
| Financial Engines Advisors L.L.C. | 3.38% | Add +2.7% | 60,352,324 | $1.7B |
| Creative Planning | 0.71% | Add +2.4% | 29,603,590 | $830.4M |
| HighTower Advisors, LLC | 0.37% | Add +5.4% | 10,583,782 | $296.9M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +25.3% | 10,272,223 | $288.1M |
| Moneta Group Investment Advisors LLC | 3.16% | Add +6.8% | 9,465,593 | $265.5M |
| Advisory Alpha, LLC | 7.31% | Add +14.7% | 8,373,700 | $234.9M |
| Cerity Partners LLC | 0.30% | Reduce -13.1% | 6,003,923 | $168.4M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Reduce -1.8% | 5,797,612 | $166.4M |
| Legacy Wealth Management, LLC | 7.30% | Reduce -0.5% | 4,181,932 | $117.3M |
| JMG Financial Group, Ltd. | 2.80% | Add +14.7% | 3,298,197 | $92.5M |
| Fragasso Financial Advisors Inc | 5.50% | Reduce -3.1% | 2,908,580 | $81.6M |
| Jones Financial Companies LLLP | 0.05% | Add +37.1% | 2,273,241 | $63.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -10.4% | 2,197,497 | $61.6M |
| Mariner, LLC | 0.09% | Reduce -2.4% | 2,135,799 | $59.9M |
| Prime Capital Investment Advisors, LLC | 0.77% | Reduce -30.5% | 2,066,956 | $58.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -17.6% | 1,991,592 | $55.9M |
| Summit Financial Strategies, Inc. | 4.71% | Reduce -3.9% | 1,813,315 | $50.9M |
| Waverly Advisors, LLC | 0.55% | Reduce -1.4% | 1,780,735 | $49.9M |
| Morgan Stanley | 0.00% | Add +11.9% | 1,773,495 | $49.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -9.6% | 1,645,070 | $46.1M |
| LPL Financial LLC | 0.02% | Reduce -0.9% | 1,634,298 | $45.8M |
| Beacon Pointe Advisors, LLC | 0.47% | Add +0.8% | 1,608,649 | $45.1M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -1.8% | 1,578,380 | $44.3M |
| Advocacy Wealth Management, LLC | 2.56% | Reduce -0.8% | 1,489,605 | $41.8M |
| Gemmer Asset Management LLC | 3.51% | Reduce -9.4% | 1,408,203 | $39.5M |
| Captrust Financial Advisors | 0.08% | Add +1.2% | 1,337,235 | $37.5M |
| Exencial Wealth Advisors, LLC | 1.27% | Add +3.8% | 1,289,997 | $36.2M |
| BLB&B Advisors, LLC | 1.64% | Reduce -10.1% | 1,247,966 | $35.0M |
| Summit Asset Management, LLC | 5.69% | Add +0.2% | 1,244,807 | $34.9M |
| Mokosak Advisory Group, LLC | 8.56% | Add +2.7% | 1,079,465 | $30.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 6.22% | Reduce -5.3% | 1,026,491 | $28.8M |
| Dynamic Advisor Solutions LLC | 0.83% | Add +3.9% | 959,860 | $26.9M |
| Sage Financial Group Inc. | 1.97% | Reduce -1.9% | 950,167 | $26.7M |
| UBS Group AG | 0.01% | Reduce -81.6% | 946,333 | $26.5M |
| Curi Capital, LLC | 0.49% | Reduce -1.7% | 916,099 | $25.7M |
| Bank of America Corp. | 0.00% | Reduce -13.3% | 902,583 | $25.3M |
| High Note Wealth, LLC | 5.45% | Add +0.2% | 849,087 | $23.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +24.7% | 848,323 | $23.8M |
| Northeast Financial Group, Inc. | 7.50% | Add +2.8% | 843,993 | $23.7M |
| RKL Wealth Management LLC | 2.05% | Reduce -7.7% | 831,548 | $23.3M |
| Chicago Partners Investment Group LLC | 0.66% | Add +7.4% | 780,586 | $22.7M |
| Modera Wealth Management, LLC | 0.28% | Reduce -5.8% | 792,760 | $22.2M |
| IFP Advisors, Inc | 0.63% | Add +1.7% | 784,723 | $22.0M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -5.8% | 782,977 | $22.0M |
| Koshinski Asset Management, Inc. | 1.46% | Add +3.4% | 691,444 | $19.4M |
| Lutz Financial Services LLC | 1.50% | Add +26.0% | 688,642 | $19.3M |
| Compass Advisory Group LLC | 6.05% | Add +4.7% | 681,674 | $19.1M |
| Noble Family Wealth, LLC | 4.64% | Add +8.8% | 677,169 | $19.0M |
| Berkshire Asset Management LLC | 0.83% | Add +0.1% | 655,207 | $18.4M |
| Denver PWM, LLC | 5.69% | Add +4.9% | 650,802 | $18.3M |
| Corient Private Wealth LP | 0.02% | Reduce -1.6% | 641,377 | $18.0M |
| Salem Investment Counselors Inc. | 0.56% | Reduce -5.8% | 628,255 | $17.6M |
| Essex LLC | 3.47% | Add +8.3% | 627,815 | $17.6M |
| Plante Moran Financial Advisors, LLC | 1.23% | Add +289.9% | 626,183 | $17.6M |
| Bangor Savings Bank | 1.57% | Reduce -0.8% | 625,653 | $17.5M |
| Marshall Financial Group Inc. | 5.24% | Reduce -1.0% | 623,877 | $17.5M |
| Bleakley Financial Group, LLC | 0.44% | Add +19.1% | 621,438 | $17.4M |
| Johnson Investment Counsel Inc. | 0.15% | Add +2.8% | 611,333 | $17.1M |
| Focus Partners Wealth | 0.04% | Reduce -4.7% | 610,602 | $17.1M |
| Seneca Financial Advisors LLC | 6.44% | Add +29.2% | 596,091 | $16.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.3% | 565,596 | $15.9M |
| Cetera Investment Advisers | 0.03% | Add +15.5% | 560,658 | $15.7M |
| FAS Wealth Partners, Inc. | 1.16% | Add +2.5% | 559,901 | $15.7M |
| First National Corp. /Ma/ | 3.14% | Add +4.5% | 554,828 | $15.6M |
| Asset Management Group, Inc. | 2.66% | Reduce -2.3% | 543,478 | $15.2M |
| Richardson Capital Management LLC | 7.96% | Add +9.9% | 540,858 | $15.2M |
| MAI Capital Management | 0.10% | Reduce -22.5% | 533,816 | $15.0M |
| Sherwood Financial Partners, LLC | 13.37% | Add +2.0% | 520,046 | $14.6M |
| Triangle Securities Wealth Management | 3.58% | Add +1.3% | 518,427 | $14.5M |
| Pacific Sage Partners, LLC | 2.86% | Add +11.5% | 514,169 | $14.4M |
| Wells Fargo & Company | 0.00% | Add +4.3% | 511,296 | $14.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.9% | 504,124 | $14.1M |
| HHM Wealth Advisors, LLC | 1.67% | Reduce -1.3% | 499,560 | $14.0M |
| Pittenger & Anderson Inc. | 0.51% | Reduce -0.1% | 499,240 | $14.0M |
| Benjamin Edwards Inc. | 0.18% | Add +4.7% | 497,433 | $14.0M |
| Curbstone Financial Management Corp | 2.84% | Reduce -4.7% | 493,789 | $13.9M |
| Savant Capital, LLC | 0.10% | Reduce -2.2% | 486,504 | $13.6M |
| Harbor Group, Inc. | 2.39% | Reduce -0.6% | 479,644 | $13.5M |
| Trinity Legacy Partners, LLC | 3.24% | Add +0.5% | 470,248 | $13.4M |
| Horizon Financial Services, LLC | 7.02% | Add +9.5% | 472,086 | $13.2M |
| Courage Miller Partners, LLC | 4.11% | Add +6.8% | 462,320 | $13.0M |
| IMA Advisory Services, Inc. | 1.34% | Add +0.7% | 446,152 | $12.5M |
| Schneider Downs Wealth Management Advisors, LP | 1.87% | Add +36.7% | 446,089 | $12.5M |
| Focus Financial Network, Inc. | 0.49% | Add +3.3% | 445,594 | $12.5M |
| Clearwater Capital Advisors, LLC | 1.14% | Add +4.3% | 443,080 | $12.4M |
| Womack Financial LLC | 10.34% | Add +3.5% | 442,529 | $12.4M |
| White & Co Financial Planning Inc | 9.69% | Add +2.5% | 433,386 | $12.1M |
| Spinnaker Investment Group, LLC | 2.71% | Reduce -11.3% | 411,685 | $11.5M |
| DAVENPORT & Co LLC | 0.06% | Reduce -73.5% | 408,221 | $11.5M |
| Fifth Third Securities, Inc. | 0.86% | Reduce -1.1% | 408,154 | $11.4M |
| ProVise Management Group, LLC | 0.88% | Reduce -7.6% | 397,225 | $11.1M |
| HBK Sorce Advisory LLC | 0.30% | Reduce -4.0% | 393,765 | $11.0M |
| St. Johns Investment Management Company, LLC | 5.03% | Add +2.5% | 390,363 | $10.9M |
| Manchester Financial Inc. | 2.29% | Reduce -38.6% | 389,788 | $10.9M |
| Lodestar Private Asset Management LLC | 1.26% | Add +2.4% | 389,628 | $10.9M |
| Alliance Wealth Management Group | 2.78% | Add +6.7% | 388,625 | $10.9M |
| Towercrest Capital Management | 1.95% | Add +6.7% | 388,625 | $10.9M |
| Valley National Advisers Inc. | 1.78% | Reduce -2.3% | 388,095 | $10.9M |
| MML Investors Services, LLC | 0.03% | Reduce -1.5% | 386,854 | $10.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.3% | 386,402 | $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.