SCHWAB US MID-CAP ETF

$SCHM
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Smart money positioned

14 of the Top-200 alpha managers hold $SCHM as of the latest 13F snapshot.

13F holders
987
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

14 holders · Q1 2026

$SCHM is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.74%, with an average of 0.25% of portfolio. Largest holder: ProVise Management Group, LLC at 0.74%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
ProVise Management Group, LLC
0.74% NEW
α +11.2pts
02
Long Island Wealth Management, Inc.
0.74% NEW
α +21.8pts
03
Independent Solutions Wealth Management, LLC
0.66% NEW
α +19.1pts
04
Pittenger & Anderson Inc.
0.57% NEW
α +21.3pts
05
Barnett & Company, Inc.
0.19% NEW
α +12.6pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 987 · Source: 13F-HR
01
Crestline Management, LP
0.62% of portfolio
57,607,818 sh
02
Castlekeep Investment Advisors LLC
3.57% of portfolio
56,835,618 sh
03
1834 Investment Advisors Co.
0.22% of portfolio
11,638,443 sh
04
Marietta Investment Partners LLC
2.63% of portfolio
11,267,842 sh
05
Evensky & Katz LLC
0.10% of portfolio
7,242,474 sh
06
American Asset Management Inc.
6.05% of portfolio
7,151,527 sh
07
Private Harbour Investment Management & Counsel, LLC
0.22% of portfolio
6,809,670 sh
08
Banyan Capital Management, Inc.
—
5,021,766 sh
09
Legacy Wealth Management, Inc
7.80% of portfolio
4,320,097 sh
10
Ironwood Financial, llc
0.22% of portfolio
3,418,815 sh
See all 987 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $SCHM in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SCHM in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 06:58 UTC.