Schwab US Mid Cap ETFSCHMETF
13F holders, Q3 2025 (September 30)944holders −1
62new positions
51sold out
3famous investors
$29.66avg. 13F price*
At the end of Q3 2025, 944 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, down 1 from Q2 2025. 62 opened new positions and 51 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.7B), Creative Planning ($875.2M) and HighTower Advisors, LLC ($319.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $20.6M |
| Exits | 51 | $27.9M |
All 13F filers, Q2 2025 → Q3 2025: 9,060,964 shares bought and 9,942,418 shares sold, net −881,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 944 holders
| Financial Engines Advisors L.L.C. | 3.33% | Reduce -2.6% | 58,809,142 | $1.7B |
| Creative Planning | 0.67% | Reduce -0.3% | 29,528,019 | $875.2M |
| HighTower Advisors, LLC | 0.36% | Add +1.9% | 10,782,575 | $319.6M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +2.0% | 10,473,140 | $310.4M |
| Moneta Group Investment Advisors LLC | 2.36% | Add +5.9% | 10,021,294 | $297.0M |
| Advisory Alpha, LLC | 7.45% | Add +6.8% | 8,942,309 | $267.4M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -1.1% | 5,733,253 | $170.6M |
| Cerity Partners LLC | 0.26% | Reduce -9.4% | 5,436,349 | $161.1M |
| Legacy Wealth Management, LLC | 7.34% | Add +0.6% | 4,204,735 | $124.6M |
| JMG Financial Group, Ltd. | 2.73% | Reduce -1.9% | 3,237,135 | $95.9M |
| Fragasso Financial Advisors Inc | 5.49% | Add +0.7% | 2,928,064 | $88.0M |
| Morgan Stanley | 0.00% | Add +46.7% | 2,601,063 | $77.1M |
| Jones Financial Companies LLLP | 0.05% | Add +11.3% | 2,530,509 | $74.9M |
| Mariner, LLC | 0.08% | Add +1.4% | 2,165,452 | $64.2M |
| Prime Capital Investment Advisors, LLC | 0.73% | Reduce -4.8% | 1,968,099 | $58.3M |
| Thrivent Financial for Lutherans | 0.12% | Add +2708.3% | 1,924,641 | $57.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.2% | 1,868,576 | $55.4M |
| Waverly Advisors, LLC | 0.52% | Reduce -1.7% | 1,749,682 | $51.9M |
| Summit Financial Strategies, Inc. | 4.38% | Reduce -5.0% | 1,723,095 | $51.1M |
| LPL Financial LLC | 0.01% | Add +0.0% | 1,634,659 | $48.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.4% | 1,474,016 | $43.7M |
| Advocacy Wealth Management, LLC | 1.90% | Reduce -1.1% | 1,472,938 | $43.7M |
| Beacon Pointe Advisors, LLC | 0.36% | Reduce -11.5% | 1,423,977 | $42.2M |
| Exencial Wealth Advisors, LLC | 1.35% | Add +8.3% | 1,396,482 | $41.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -38.1% | 1,360,063 | $40.3M |
| Captrust Financial Advisors | 0.08% | Add +1.6% | 1,358,564 | $40.3M |
| Summit Asset Management, LLC | 5.65% | Reduce -0.4% | 1,239,829 | $36.7M |
| BLB&B Advisors, LLC | 1.58% | Reduce -0.8% | 1,238,595 | $36.7M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -26.9% | 1,153,744 | $34.2M |
| Mokosak Advisory Group, LLC | 8.50% | Add +1.5% | 1,096,069 | $32.5M |
| Cetera Investment Advisers | 0.04% | Add +87.5% | 1,050,987 | $31.2M |
| Gemmer Asset Management LLC | 2.37% | Reduce -29.5% | 993,325 | $29.4M |
| Sage Financial Group Inc. | 1.94% | Add +1.2% | 961,762 | $28.5M |
| UBS Group AG | 0.01% | Add +0.8% | 954,255 | $28.3M |
| Dynamic Advisor Solutions LLC | 0.80% | Reduce -2.9% | 932,529 | $27.6M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 880,376 | $26.1M |
| High Note Wealth, LLC | 5.20% | Add +3.0% | 874,234 | $25.9M |
| Curi Capital, LLC | 0.47% | Reduce -4.9% | 871,007 | $25.8M |
| Chicago Partners Investment Group LLC | 0.67% | Add +10.0% | 858,778 | $25.7M |
| Northeast Financial Group, Inc. | 6.27% | Add +0.7% | 850,051 | $25.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -1.4% | 836,304 | $24.8M |
| IFP Advisors, Inc | 0.60% | Reduce -0.2% | 782,813 | $23.2M |
| RKL Wealth Management LLC | 1.92% | Reduce -8.4% | 761,764 | $22.6M |
| Modera Wealth Management, LLC | 0.26% | Reduce -5.3% | 750,944 | $22.3M |
| OneDigital Investment Advisors LLC | 0.23% | Reduce -5.0% | 743,962 | $22.1M |
| Corient Private Wealth LP | 0.03% | Add +14.4% | 733,670 | $21.7M |
| Koshinski Asset Management, Inc. | 1.50% | Add +2.8% | 710,849 | $21.1M |
| Compass Advisory Group LLC | 5.89% | Add +3.9% | 707,937 | $21.0M |
| Seneca Financial Advisors LLC | 6.74% | Add +16.8% | 696,167 | $20.6M |
| Lutz Financial Services LLC | 1.45% | Reduce -2.0% | 674,981 | $20.0M |
| Noble Family Wealth, LLC | 4.40% | Reduce -0.6% | 672,921 | $19.9M |
| Berkshire Asset Management LLC | 0.84% | Add +2.2% | 669,359 | $19.8M |
| Focus Partners Wealth | 0.03% | Add +5.2% | 642,184 | $19.0M |
| Essex LLC | 3.42% | Add +1.6% | 637,611 | $18.9M |
| Salem Investment Counselors Inc. | 0.54% | Add +1.0% | 634,553 | $18.8M |
| Bleakley Financial Group, LLC | 0.43% | Add +1.6% | 631,265 | $18.7M |
| Plante Moran Financial Advisors, LLC | 1.17% | Add +0.8% | 631,026 | $18.7M |
| Johnson Investment Counsel Inc. | 0.15% | Add +1.9% | 622,871 | $18.5M |
| Bangor Savings Bank | 1.53% | Reduce -0.9% | 619,752 | $18.4M |
| Denver PWM, LLC | 5.69% | Add +0.0% | 651,013 | $18.3M |
| Marshall Financial Group Inc. | 4.97% | Reduce -2.2% | 610,211 | $18.1M |
| Osaic Holdings, Inc. | 0.02% | Add +67.3% | 587,221 | $17.4M |
| FAS Wealth Partners, Inc. | 1.14% | Add +1.4% | 567,539 | $16.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 562,767 | $16.7M |
| First National Corp. /Ma/ | 3.10% | Reduce -1.1% | 548,491 | $16.3M |
| Asset Management Group, Inc. | 2.65% | Add +0.4% | 545,503 | $16.2M |
| MAI Capital Management | 0.10% | Add +0.8% | 538,272 | $16.0M |
| Benjamin Edwards Inc. | 0.18% | Add +7.4% | 534,188 | $15.8M |
| Sherwood Financial Partners, LLC | 13.37% | Reduce -0.6% | 517,031 | $15.3M |
| Triangle Securities Wealth Management | 3.47% | Reduce -0.3% | 516,968 | $15.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.6% | 512,014 | $15.2M |
| Horizon Financial Services, LLC | 7.10% | Add +6.3% | 501,838 | $14.9M |
| Pittenger & Anderson Inc. | 0.54% | Reduce -0.1% | 498,803 | $14.8M |
| HHM Wealth Advisors, LLC | 1.71% | Reduce -0.2% | 498,440 | $14.8M |
| Wells Fargo & Company | 0.00% | Reduce -3.2% | 494,825 | $14.7M |
| Savant Capital, LLC | 0.09% | Add +0.6% | 489,341 | $14.5M |
| Curbstone Financial Management Corp | 2.77% | Reduce -1.4% | 486,619 | $14.4M |
| Harbor Group, Inc. | 2.26% | Reduce -0.2% | 478,779 | $14.2M |
| Trinity Legacy Partners, LLC | 3.25% | Add +1.5% | 477,408 | $14.1M |
| Womack Financial LLC | 10.48% | Add +5.3% | 466,008 | $13.8M |
| Courage Miller Partners, LLC | 4.11% | Add +0.2% | 463,145 | $13.7M |
| Spinnaker Investment Group, LLC | 2.53% | Add +10.3% | 454,127 | $13.5M |
| Clearwater Capital Advisors, LLC | 1.14% | Add +1.6% | 450,132 | $13.3M |
| IMA Advisory Services, Inc. | 1.34% | Add +0.3% | 447,269 | $13.3M |
| Schneider Downs Wealth Management Advisors, LP | 1.55% | Reduce -1.1% | 441,180 | $13.1M |
| Clear Creek Financial Management, LLC | 1.13% | Add +17.1% | 438,306 | $13.0M |
| Focus Financial Network, Inc. | 0.46% | Reduce -2.3% | 435,431 | $12.9M |
| White & Co Financial Planning Inc | 9.65% | Reduce -0.2% | 432,570 | $12.8M |
| Lodestar Private Asset Management LLC | 1.28% | Add +6.4% | 414,709 | $12.3M |
| Fifth Third Securities, Inc. | 0.83% | Add +1.0% | 412,116 | $12.2M |
| St. Johns Investment Management Company, LLC | 5.08% | Add +3.4% | 403,521 | $12.0M |
| Pacific Sage Partners, LLC | 1.98% | Reduce -22.6% | 397,956 | $11.8M |
| Fortis Capital Management LLC | 1.65% | Add +8.1% | 394,341 | $11.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.7% | 389,060 | $11.5M |
| Peak Financial Management, Inc. | 3.04% | Add +0.8% | 387,714 | $11.5M |
| MML Investors Services, LLC | 0.03% | Add +0.1% | 387,241 | $11.5M |
| Alliance Wealth Management Group | 2.55% | Reduce -0.6% | 386,252 | $11.4M |
| Towercrest Capital Management | 1.84% | Reduce -0.6% | 386,252 | $11.4M |
| DAVENPORT & Co LLC | 0.06% | Reduce -6.3% | 382,525 | $11.3M |
| Valley National Advisers Inc. | 1.75% | Reduce -1.8% | 381,039 | $11.3M |
"% 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.