Schwab US Mid Cap ETFSCHMETF
13F holders, Q1 2026 (March 31)1,021holders +20
64new positions
40sold out
3famous investors
$31.00avg. 13F price*
At the end of Q1 2026, 1,021 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, up 20 from Q4 2025. 64 opened new positions and 40 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.8B), Creative Planning ($911.2M) and Northwestern Mutual Wealth Management Co. ($360.3M). 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $49.5M |
| Exits | 40 | $27.6M |
All 13F filers, Q4 2025 → Q1 2026: 12,694,081 shares bought and 11,499,352 shares sold, net +1,194,729 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,021 holders
| Financial Engines Advisors L.L.C. | 3.57% | Reduce -2.0% | 56,835,618 | $1.8B |
| Creative Planning | 0.62% | Reduce -3.3% | 29,432,010 | $911.2M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Add +6.5% | 11,638,443 | $360.3M |
| Moneta Group Investment Advisors LLC | 2.63% | Add +5.6% | 11,267,842 | $348.9M |
| Advisory Alpha, LLC | 6.05% | Reduce -14.4% | 7,151,527 | $221.4M |
| HighTower Advisors, LLC | 0.22% | Reduce -2.0% | 6,809,670 | $210.8M |
| Cerity Partners LLC | 0.24% | Add +1.3% | 5,510,804 | $170.9M |
| Jones Financial Companies LLLP | 0.07% | Add +37.1% | 4,791,027 | $145.5M |
| Legacy Wealth Management, LLC | 7.80% | Add +0.0% | 4,320,097 | $133.8M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -40.5% | 3,418,815 | $107.3M |
| JMG Financial Group, Ltd. | 2.62% | Reduce -2.2% | 3,079,700 | $95.3M |
| Fragasso Financial Advisors Inc | 5.55% | Reduce -1.9% | 2,923,473 | $92.0M |
| Mariner, LLC | 0.10% | Add +23.7% | 2,727,890 | $84.5M |
| UBS Group AG | 0.01% | Add +141.3% | 2,296,605 | $71.1M |
| Thrivent Financial for Lutherans | 0.13% | Add +3.2% | 2,138,502 | $66.2M |
| Exencial Wealth Advisors, LLC | 1.94% | Add +23.9% | 2,011,027 | $62.3M |
| LPL Financial LLC | 0.02% | Add +0.4% | 1,926,837 | $59.7M |
| Prime Capital Investment Advisors, LLC | 0.67% | Add +14.0% | 1,874,193 | $58.0M |
| Raymond James Financial Inc. | 0.02% | Add +0.3% | 1,824,919 | $56.5M |
| Waverly Advisors, LLC | 0.40% | Reduce -2.2% | 1,702,781 | $52.7M |
| Morgan Stanley | 0.00% | Reduce -6.6% | 1,692,386 | $52.4M |
| 93 Financial Group, LLC | 21.86% | Reduce -2.1% | 1,583,141 | $49.0M |
| Advocacy Wealth Management, LLC | 2.16% | Add +1.4% | 1,581,206 | $49.0M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +7.8% | 1,482,850 | $45.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +104.7% | 1,414,328 | $43.8M |
| Captrust Financial Advisors | 0.08% | Reduce -0.6% | 1,403,065 | $43.4M |
| Cetera Investment Advisers | 0.04% | Add +9.5% | 1,285,570 | $39.8M |
| Summit Financial Strategies, Inc. | 3.13% | Reduce -18.2% | 1,282,374 | $39.7M |
| Financial Solutions Advisory Group, Inc. | 5.48% | — | 1,279,556 | $39.6M |
| Summit Asset Management, LLC | 5.46% | Add +0.7% | 1,268,811 | $39.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -15.0% | 1,242,525 | $38.5M |
| BLB&B Advisors, LLC | 1.56% | Reduce -1.2% | 1,217,638 | $37.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +61.5% | 1,184,730 | $36.7M |
| Dynamic Advisor Solutions LLC | 1.11% | Add +71.0% | 1,139,240 | $35.3M |
| Mokosak Advisory Group, LLC | 8.80% | Reduce -0.3% | 1,135,511 | $35.2M |
| Chicago Partners Investment Group LLC | 0.77% | Add +6.8% | 1,016,853 | $34.3M |
| Sage Financial Group Inc. | 1.98% | Add +1.1% | 984,403 | $30.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +7.7% | 925,224 | $28.6M |
| High Note Wealth, LLC | 5.50% | Add +0.6% | 903,908 | $28.0M |
| Choreo, LLC | 0.34% | Add +1044.1% | 886,907 | $27.5M |
| Gemmer Asset Management LLC | 2.17% | Reduce -5.8% | 885,367 | $27.4M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 869,673 | $26.9M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -18.5% | 865,348 | $26.8M |
| Focus Partners Wealth | 0.03% | Reduce -0.6% | 840,847 | $26.0M |
| Corient Private Wealth LP | 0.04% | Reduce -4.9% | 828,191 | $25.6M |
| Northeast Financial Group, Inc. | 6.66% | Reduce -9.3% | 807,726 | $25.0M |
| Curi Capital, LLC | 0.44% | Reduce -7.0% | 798,817 | $24.7M |
| IFP Advisors, Inc | 0.50% | Reduce -0.4% | 774,872 | $24.0M |
| Seneca Financial Advisors LLC | 6.90% | Add +4.0% | 761,028 | $23.6M |
| Koshinski Asset Management, Inc. | 1.47% | Add +2.1% | 759,197 | $23.5M |
| Financial Planning Navigators CORP | 10.12% | Add +0.7% | 745,988 | $23.1M |
| Berkshire Asset Management LLC | 0.95% | Add +4.9% | 715,433 | $22.1M |
| Modera Wealth Management, LLC | 0.26% | Reduce -4.3% | 697,391 | $21.6M |
| RKL Wealth Management LLC | 1.94% | Reduce -8.6% | 695,554 | $21.5M |
| Compass Advisory Group LLC | 5.70% | Reduce -3.3% | 687,886 | $21.3M |
| Lutz Financial Services LLC | 1.41% | Add +1.2% | 678,368 | $21.0M |
| Noble Family Wealth, LLC | 4.30% | Reduce -1.1% | 672,657 | $20.8M |
| Essex LLC | 3.64% | Add +1.4% | 666,173 | $20.6M |
| Osaic Holdings, Inc. | 0.03% | Add +4.6% | 664,802 | $20.6M |
| Johnson Investment Counsel Inc. | 0.16% | Reduce -5.5% | 657,230 | $20.3M |
| Salem Investment Counselors Inc. | 0.59% | Add +1.7% | 645,860 | $20.0M |
| Bleakley Financial Group, LLC | 0.31% | Reduce -1.3% | 642,913 | $19.9M |
| FAS Wealth Partners, Inc. | 1.21% | Add +3.8% | 627,188 | $19.4M |
| BlackRock, Inc. | 0.00% | Add +43.2% | 609,081 | $18.9M |
| Plante Moran Financial Advisors, LLC | 1.21% | Reduce -3.8% | 604,751 | $18.7M |
| BNP Paribas Financial Markets | 0.01% | New | 600,030 | $18.6M |
| MAI Capital Management | 0.10% | Add +8.0% | 591,008 | $18.3M |
| Denver PWM, LLC | 6.08% | Reduce -21.8% | 509,213 | $17.7M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -19.5% | 570,755 | $17.7M |
| Bangor Savings Bank | 1.39% | Reduce -10.7% | 559,777 | $17.3M |
| Triangle Securities Wealth Management | 3.74% | Add +2.9% | 532,039 | $16.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.8% | 527,718 | $16.3M |
| Trinity Legacy Partners, LLC | 3.53% | Add +1.8% | 493,096 | $16.3M |
| Curbstone Financial Management Corp | 3.05% | Add +3.5% | 515,319 | $16.0M |
| Asset Management Group, Inc. | 2.54% | Reduce -3.4% | 507,857 | $15.7M |
| Sherwood Financial Partners, LLC | 13.56% | Reduce -4.3% | 495,543 | $15.3M |
| Womack Financial LLC | 11.17% | Add +2.7% | 490,392 | $15.2M |
| AQR Capital Management | 0.01% | Add +41.1% | 488,650 | $15.1M |
| Fortis Capital Management LLC | 2.02% | Add +11.4% | 487,153 | $15.1M |
| Focus Financial Network, Inc. | 0.54% | Add +13.7% | 485,586 | $15.0M |
| HHM Wealth Advisors, LLC | 1.73% | Reduce -0.7% | 483,483 | $15.0M |
| Savant Capital, LLC | 0.07% | Reduce -0.1% | 479,148 | $14.8M |
| Harbor Group, Inc. | 2.13% | Reduce -0.8% | 475,237 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.8% | 488,745 | $14.6M |
| Clearwater Capital Advisors, LLC | 1.18% | Add +3.6% | 473,011 | $14.6M |
| Lodestar Private Asset Management LLC | 1.44% | Add +5.0% | 472,201 | $14.6M |
| Wells Fargo & Company | 0.00% | Reduce -8.6% | 469,633 | $14.5M |
| IMA Advisory Services, Inc. | 1.42% | Add +1.9% | 468,821 | $14.5M |
| Pittenger & Anderson Inc. | 0.57% | Reduce -2.9% | 461,014 | $14.3M |
| Schneider Downs Wealth Management Advisors, LP | 1.57% | Add +2.6% | 460,298 | $14.3M |
| Courage Miller Partners, LLC | 4.02% | Add +0.3% | 460,109 | $14.2M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -18.4% | 439,619 | $13.7M |
| White & Co Financial Planning Inc | 9.51% | Add +1.0% | 436,832 | $13.5M |
| Fifth Third Securities, Inc. | 0.87% | Add +0.3% | 434,295 | $13.4M |
| Cannon Capital Management, Inc. | 10.89% | Reduce -0.7% | 432,843 | $13.4M |
| Clear Creek Financial Management, LLC | 1.02% | Add +17.0% | 430,017 | $13.3M |
| Pacific Sage Partners, LLC | 2.04% | Add +1.6% | 418,915 | $13.0M |
| Spinnaker Investment Group, LLC | 2.63% | Reduce -7.6% | 417,462 | $12.9M |
| River's Edge Wealth Management, LLC | 12.00% | Add +2.0% | 379,814 | $12.8M |
| DAVENPORT & Co LLC | 0.07% | Add +9.8% | 412,608 | $12.8M |
"% 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.