Schwab US Mid Cap ETFSCHMETF
13F holders, Q4 2025 (December 31)1,001holders +57
47new positions
46sold out
3famous investors
$30.12avg. 13F price*
At the end of Q4 2025, 1,001 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, up 57 from Q3 2025. 47 opened new positions and 46 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.7B), Creative Planning ($915.2M) and Northwestern Mutual Wealth Management Co. ($328.7M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $37.1M |
| Exits | 46 | $29.9M |
All 13F filers, Q3 2025 → Q4 2025: 9,498,162 shares bought and 11,121,396 shares sold, net −1,623,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,001 holders
| Financial Engines Advisors L.L.C. | 3.30% | Reduce -1.4% | 57,971,734 | $1.7B |
| Creative Planning | 0.66% | Add +3.1% | 30,436,442 | $915.2M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +4.4% | 10,932,629 | $328.7M |
| Moneta Group Investment Advisors LLC | 2.43% | Add +6.5% | 10,669,428 | $320.8M |
| Advisory Alpha, LLC | 6.84% | Reduce -6.6% | 8,355,080 | $251.2M |
| HighTower Advisors, LLC | 0.23% | Reduce -35.5% | 6,950,893 | $209.0M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +0.3% | 5,748,603 | $180.5M |
| Cerity Partners LLC | 0.24% | Add +0.0% | 5,437,844 | $163.5M |
| Legacy Wealth Management, LLC | 7.48% | Add +2.7% | 4,319,152 | $129.9M |
| Jones Financial Companies LLLP | 0.06% | Add +38.1% | 3,494,632 | $105.1M |
| JMG Financial Group, Ltd. | 2.66% | Reduce -2.7% | 3,148,832 | $94.7M |
| Fragasso Financial Advisors Inc | 5.43% | Add +1.8% | 2,980,496 | $89.6M |
| Mariner, LLC | 0.08% | Add +1.8% | 2,204,963 | $66.3M |
| Thrivent Financial for Lutherans | 0.11% | Add +7.7% | 2,072,838 | $63.0M |
| LPL Financial LLC | 0.02% | Add +17.4% | 1,919,240 | $57.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.6% | 1,819,234 | $54.7M |
| Morgan Stanley | 0.00% | Reduce -30.3% | 1,812,779 | $54.5M |
| Waverly Advisors, LLC | 0.42% | Reduce -0.5% | 1,741,785 | $52.4M |
| Prime Capital Investment Advisors, LLC | 0.60% | Reduce -16.5% | 1,644,012 | $49.4M |
| Exencial Wealth Advisors, LLC | 1.55% | Add +16.3% | 1,623,745 | $48.8M |
| 93 Financial Group, LLC | 21.17% | — | 1,616,678 | $48.6M |
| Summit Financial Strategies, Inc. | 3.88% | Reduce -9.0% | 1,568,534 | $47.2M |
| Advocacy Wealth Management, LLC | 1.96% | Add +5.9% | 1,559,425 | $46.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.8% | 1,462,304 | $44.0M |
| Captrust Financial Advisors | 0.08% | Add +3.9% | 1,412,072 | $42.5M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -3.4% | 1,375,638 | $41.4M |
| Summit Asset Management, LLC | 5.36% | Add +1.7% | 1,260,594 | $37.9M |
| BLB&B Advisors, LLC | 1.55% | Reduce -0.5% | 1,232,416 | $37.1M |
| Cetera Investment Advisers | 0.04% | Add +11.7% | 1,173,633 | $35.3M |
| Mokosak Advisory Group, LLC | 8.59% | Add +3.9% | 1,138,481 | $34.2M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -8.0% | 1,061,312 | $31.9M |
| Chicago Partners Investment Group LLC | 0.75% | Add +10.8% | 951,922 | $30.5M |
| Sage Financial Group Inc. | 1.94% | Add +1.3% | 974,044 | $29.3M |
| UBS Group AG | 0.01% | Reduce -0.2% | 951,937 | $28.6M |
| Gemmer Asset Management LLC | 2.18% | Reduce -5.4% | 939,794 | $28.3M |
| High Note Wealth, LLC | 5.29% | Add +2.8% | 898,247 | $27.0M |
| Northeast Financial Group, Inc. | 6.72% | Add +4.8% | 890,432 | $26.8M |
| Bank of America Corp. | 0.00% | Add +0.2% | 881,839 | $26.5M |
| Corient Private Wealth LP | 0.04% | Add +18.7% | 870,730 | $26.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +2.8% | 859,496 | $25.8M |
| Curi Capital, LLC | 0.45% | Reduce -1.4% | 859,208 | $25.8M |
| Focus Partners Wealth | 0.03% | Add +31.7% | 845,556 | $25.4M |
| IFP Advisors, Inc | 0.53% | Reduce -0.6% | 778,263 | $23.4M |
| RKL Wealth Management LLC | 1.88% | Reduce -0.1% | 761,000 | $22.9M |
| Koshinski Asset Management, Inc. | 1.44% | Add +4.6% | 743,412 | $22.4M |
| Financial Planning Navigators CORP | 10.22% | — | 740,491 | $22.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +126.3% | 733,648 | $22.1M |
| Seneca Financial Advisors LLC | 6.70% | Add +5.2% | 732,134 | $22.0M |
| Modera Wealth Management, LLC | 0.25% | Reduce -2.9% | 728,909 | $21.9M |
| Compass Advisory Group LLC | 5.78% | Add +0.4% | 711,007 | $21.4M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -4.7% | 709,056 | $21.3M |
| Johnson Investment Counsel Inc. | 0.17% | Add +11.7% | 695,876 | $20.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -49.2% | 690,866 | $20.8M |
| Berkshire Asset Management LLC | 0.90% | Add +1.9% | 682,215 | $20.5M |
| Noble Family Wealth, LLC | 4.31% | Add +1.1% | 680,442 | $20.5M |
| Lutz Financial Services LLC | 1.37% | Reduce -0.7% | 670,307 | $20.2M |
| Dynamic Advisor Solutions LLC | 0.64% | Reduce -28.6% | 666,013 | $20.0M |
| Essex LLC | 3.50% | Add +3.0% | 656,720 | $19.7M |
| Bleakley Financial Group, LLC | 0.34% | Add +3.2% | 651,235 | $19.6M |
| Osaic Holdings, Inc. | 0.03% | Add +8.3% | 635,798 | $19.1M |
| Salem Investment Counselors Inc. | 0.54% | Add +0.1% | 634,996 | $19.1M |
| Plante Moran Financial Advisors, LLC | 1.20% | Reduce -0.4% | 628,481 | $18.9M |
| Bangor Savings Bank | 1.52% | Add +1.1% | 626,905 | $18.9M |
| Denver PWM, LLC | 6.10% | No change | 651,013 | $18.3M |
| FAS Wealth Partners, Inc. | 1.17% | Add +6.5% | 604,350 | $18.2M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 602,017 | $18.1M |
| Benjamin Edwards Inc. | 0.19% | Add +4.3% | 557,439 | $16.8M |
| MAI Capital Management | 0.10% | Add +1.6% | 547,132 | $16.5M |
| Farther Finance Advisors, LLC | 0.17% | Add +41.7% | 538,826 | $16.2M |
| Asset Management Group, Inc. | 2.56% | Reduce -3.6% | 525,766 | $15.8M |
| Sherwood Financial Partners, LLC | 13.42% | Add +0.2% | 517,868 | $15.6M |
| Triangle Securities Wealth Management | 3.28% | Reduce -0.0% | 516,831 | $15.5M |
| Wells Fargo & Company | 0.00% | Add +3.9% | 513,919 | $15.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.2% | 513,131 | $15.4M |
| Horizon Financial Services, LLC | 6.82% | Reduce -0.7% | 498,477 | $15.0M |
| Curbstone Financial Management Corp | 2.86% | Add +2.3% | 497,949 | $15.0M |
| HHM Wealth Advisors, LLC | 1.73% | Reduce -2.3% | 487,054 | $14.6M |
| Trinity Legacy Partners, LLC | 3.34% | Add +1.5% | 484,455 | $14.6M |
| Savant Capital, LLC | 0.08% | Reduce -2.0% | 479,513 | $14.4M |
| Harbor Group, Inc. | 2.16% | Add +0.0% | 478,872 | $14.4M |
| Womack Financial LLC | 10.60% | Add +2.5% | 477,566 | $14.4M |
| Pittenger & Anderson Inc. | 0.55% | Reduce -4.8% | 474,903 | $14.3M |
| IMA Advisory Services, Inc. | 1.33% | Add +2.9% | 460,324 | $13.8M |
| Courage Miller Partners, LLC | 4.16% | Reduce -0.9% | 458,977 | $13.8M |
| Clearwater Capital Advisors, LLC | 1.14% | Add +1.5% | 456,692 | $13.7M |
| Spinnaker Investment Group, LLC | 2.46% | Reduce -0.6% | 451,608 | $13.6M |
| Lodestar Private Asset Management LLC | 1.36% | Add +8.4% | 449,739 | $13.5M |
| Schneider Downs Wealth Management Advisors, LP | 1.52% | Add +1.6% | 448,477 | $13.5M |
| Fortis Capital Management LLC | 1.74% | Add +10.9% | 437,262 | $13.1M |
| Cannon Capital Management, Inc. | 11.53% | — | 435,855 | $13.1M |
| Fifth Third Securities, Inc. | 0.85% | Add +5.1% | 433,221 | $13.0M |
| White & Co Financial Planning Inc | 9.72% | Reduce -0.1% | 432,356 | $13.0M |
| Focus Financial Network, Inc. | 0.45% | Reduce -1.9% | 426,954 | $12.8M |
| BlackRock, Inc. | 0.00% | Add +100.8% | 425,391 | $12.8M |
| Pacific Sage Partners, LLC | 1.97% | Add +3.6% | 412,211 | $12.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +4.5% | 406,508 | $12.2M |
| River's Edge Wealth Management, LLC | 11.83% | — | 372,482 | $12.1M |
| St. Johns Investment Management Company, LLC | 5.00% | Reduce -1.2% | 398,643 | $12.0M |
| Peak Financial Management, Inc. | 3.04% | Add +1.2% | 392,250 | $11.8M |
| Brand Asset Management Group, Inc. | 3.20% | Reduce -0.1% | 380,554 | $11.4M |
"% 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.