SCHM · Schwab U.S. Mid-Cap ETF · Holdings ETF

$34.59 +0.43 (+1.26%) At close · Oct 20

Volume · Oct 20 2.72M Avg daily vol (3M) 1.88M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 286

Total Value: $1,183,968,997

Total Shares: 34,802,150

Showing 1–100 of 286 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 286 13F filers · Δ vs Jun 30, 2026

Top Holder

9.9%

−8.8 pts

Top 5

30.0%

−10.5 pts

Top 10

41.3%

−8.7 pts

HHI

285

Broadly held−252

Who Holds SCHM

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 1,075 filers, like-for-like change +0.4%; actively managed books +0.4%; index-like books -1.4%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	60.2%	776	+1.2%	60	23
Adviser	0.6%	6	+15.5%	0	1
Bank	1.9%	28	+2.1%	3	0
Broker-dealer	0.7%	1	+4.7%	0	0
Benefit plan	0.0%	1	new	1	0
Holding company	1.5%	7	+10.0%	0	0
Exempt adviser	0.0%	0	-100.0%	0	2
Non-US	0.0%	0	-100.0%	0	1
Insurer	0.0%	0	—	0	0
Unknown	35.1%	256	-1.1%	27	7

Style	Share	Filers	Change	New	Exited
Index-like	1.2%	10	-1.4%	1	0
Systematic-like	0.2%	2	+1161.9%	1	2
Concentrated	52.3%	507	+0.6%	35	11
Diversified active	45.8%	555	0.0%	54	21
Unknown	0.5%	1	-5.3%	0	0
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	92.5%	825	+0.9%	58	16
Medium turnover	3.9%	133	-15.2%	18	10
High turnover	0.3%	13	+290.7%	4	4
Unknown	3.3%	104	+1.1%	11	4
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	3.0%	96	+1.4%	12	5
Medium horizon	6.0%	241	+7.6%	22	7
Long horizon	89.7%	716	-0.3%	52	21
Unknown	1.3%	22	+19.1%	5	1
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	18.4%	627	0.0%	52	19
$1B to $10B	20.2%	332	+0.6%	30	9
$10B to $100B	37.5%	82	-2.9%	6	4
$100B or more	23.9%	34	+6.1%	3	2
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	57.3%	713	+1.9%	50	19
Pooled investment vehicles	0.2%	5	+749.3%	2	1
Registered funds and BDCs	0.7%	4	+18.5%	2	1
Pension and profit sharing plans	1.0%	15	+0.5%	0	0
Insurance companies	0.0%	2	+0.3%	0	0
Charitable organizations	0.0%	2	+0.3%	0	0
Governments and sovereign funds	0.0%	2	+13.0%	1	0
Corporations	0.0%	1	0.0%	0	0
Other investment advisers	0.3%	9	+59.0%	2	0
Other	0.1%	1	-86.5%	0	1
Diversified	0.6%	21	-17.0%	3	1
Banks and thrifts	0.0%	0	—	0	0
Unknown	39.8%	300	-0.8%	31	11

Private funds	Share	Filers	Change	New	Exited
Hedge funds	1.4%	35	+7.6%	7	3
Private equity funds	12.1%	22	-6.4%	0	1
Venture capital funds	0.0%	2	+0.1%	0	0
Real estate funds	0.8%	12	+2.4%	0	0
Securitized asset funds	0.0%	1	-76.2%	0	0
Other private funds	7.2%	29	+0.4%	3	0
Mixed private funds	0.5%	5	+0.9%	0	0
Private funds, type not stated	0.0%	4	-59.8%	0	2
No private funds	38.2%	666	+4.2%	50	19
Unknown	39.8%	299	-0.8%	31	9

Location	Share	Filers	Change	New	Exited
United States	99.0%	1,065	+0.3%	89	32
Outside the US	1.0%	10	+5.8%	2	2

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 10 holders with no observed 2026-03-31 13F and 15 holders with no observed 2026-06-30 13F.

Conviction and Crowding

1,075 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

616

57.3% of filers hold it in their top 10

Mar 31, 2026: 615

Holders above 5%

median weight 0.104%

Mar 31, 2026: 34

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

50.0%

of 13F shares, Herfindahl 0.054

Active holders

+0.4%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 22.4 quarters

Under 1 year 4.14% 1 to 3 years 9.11% 3 years or more 86.8% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$31.31

estimated per share

Mar 31, 2026: $29.87

Quarter-end price

$36.87

implied by 13F values

Estimated gain or loss

+17.8%

price against the estimated cost

Estimated at a loss

0.000%

of costed 13F value

Estimated cost covers 3.03% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of SCHM by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	38,065	1
Active funds	0	0
Unclassified	0	0
All registered funds	38,065	1

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

115

Decreased

107

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -790

Institutional value: -88.4%

Shares held: -87.5%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid Blue Trust, Inc.	+146,026	146,920
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+122,434	3,438,314
Large Farther Finance Advisors, LLC	+49,821	518,625
Small Compass Financial Group, INC/SD	+46,177	174,726
Mid IFP Advisors, Inc	+28,425	803,554

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid Summit Financial Strategies, Inc.	−286,983	844,358
Mid Prime Capital Investment Advisors, LLC	−92,993	1,737,989
Small Bangor Savings Bank	−64,178	472,836
Small Enclave Advisors LLC	−55,636	111,972
Mid Focus Financial Network, Inc.	−44,950	420,179

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small MFA WEALTH ADVISORS, LLC	159,092	$5,412,309
Mid B. Riley Wealth Advisors, Inc.	15,876	$540,101
Small Alpine Bank Wealth Management	600	$20,412
Mid EASTERN BANK	422	$14,356
Small Rydar Equities, Inc.	298	$10,137

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Micro Scarborough Advisors, LLC	250,343	$9,230,146
Small Worth Asset Management, LLC	19,849	$731,830
Small WINNOW WEALTH LLC	8,786	$323,939
Mid Forvis Mazars Wealth Advisors, LLC	5,863	$216,168
Small Essex Bank	5,819	$214,545

Filter: New 5 Increased 115 Reduced 107 Sold out 10 Unchanged 59

Holder type: Registered adviser 210 Bank 2 Unknown 74

Showing 100 of 286

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SCHM	$116,971,442	9.88%	3,438,314	—	+122,434 +3.7%	Shares	2026-10-13
Mid Fragasso Financial Advisors Inc Registered adviser SCHM	$98,266,123	8.30%	2,888,481	—	+20,487 +0.7%	Shares	2026-10-13
Mid Prime Capital Investment Advisors, LLC SCHM	$59,126,385	4.99%	1,737,989	—	-92,993 -5.1%	Shares	2026-10-20
Mid Dynamic Advisor Solutions LLC SCHM	$41,475,108	3.50%	1,219,139	—	+20,267 +1.7%	Shares	2026-10-13
Small Mokosak Advisory Group, LLC Registered adviser SCHM	$38,940,720	3.29%	1,144,642	—	+14,828 +1.3%	Shares	2026-10-20
Mid Gemmer Asset Management LLC Registered adviser SCHM	$29,178,715	2.46%	857,693	—	-5,962 -0.7%	Shares	2026-10-16
Mid Summit Financial Strategies, Inc. Registered adviser SCHM	$28,725,059	2.43%	844,358	—	-286,983 -25.4%	Shares	2026-10-14
Mid IFP Advisors, Inc Registered adviser SCHM	$27,336,907	2.31%	803,554	—	+28,425 +3.7%	Shares	2026-10-16
Small Financial Planning Navigators CORP Registered adviser SCHM	$25,300,946	2.14%	743,708	—	+12,827 +1.8%	Shares	2026-10-14
Small Essex LLC Registered adviser SCHM	$23,482,373	1.98%	690,252	—	+16,882 +2.5%	Shares	2026-10-14
Small RKL Wealth Management LLC SCHM	$23,158,910	1.96%	680,744	—	-2,661 -0.4%	Shares	2026-10-16
Mid SALEM INVESTMENT COUNSELORS INC Registered adviser SCHM	$21,973,279	1.86%	645,893	—	+3,212 +0.5%	Shares	2026-10-13
Small Triangle Securities Wealth Management Registered adviser SCHM	$17,977,188	1.52%	528,430	—	-2,013 -0.4%	Shares	2026-10-14
Large Farther Finance Advisors, LLC Registered adviser SCHM	$17,643,622	1.49%	518,625	—	+49,821 +10.6%	Shares	2026-10-08
Small Womack Financial LLC SCHM	$17,005,883	1.44%	499,879	—	+13,436 +2.8%	Shares	2026-10-14
Small Bangor Savings Bank SCHM	$16,085,879	1.36%	472,836	—	-64,178 -12.0%	Shares	2026-10-06
Small Harbor Group, Inc. Registered adviser SCHM	$15,998,347	1.35%	470,263	—	-7,851 -1.6%	Shares	2026-10-14
Small Spinnaker Investment Group, LLC Registered adviser SCHM	$15,819,776	1.34%	465,014	—	-7,424 -1.6%	Shares	2026-10-13
Small White & Co Financial Planning Inc Registered adviser SCHM	$14,783,016	1.25%	434,539	—	-5,153 -1.2%	Shares	2026-10-16
Mid Focus Financial Network, Inc. SCHM	$14,294,489	1.21%	420,179	—	-44,950 -9.7%	Shares	2026-10-14
Micro RIVER'S EDGE WEALTH MANAGEMENT, LLC Registered adviser SCHM	$13,962,658	1.18%	410,425	—	+18,189 +4.6%	Shares	2026-10-19
Small Peak Financial Management, Inc. Registered adviser SCHM	$13,473,348	1.14%	396,042	—	+2,173 +0.6%	Shares	2026-10-16
Mid Avior Wealth Management, LLC Registered adviser SCHM	$13,366,049	1.13%	392,888	—	+10,890 +2.9%	Shares	2026-10-13
Large DAVENPORT & Co LLC Registered adviser SCHM	$13,206,427	1.12%	388,196	—	+24,984 +6.9%	Shares	2026-10-14
Small Family Legacy Financial Solutions, LLC Registered adviser SCHM	$12,861,397	1.09%	378,054	—	+14,060 +3.9%	Shares	2026-10-07
Small LINCOLN CAPITAL CORP Registered adviser SCHM	$11,916,525	1.01%	350,280	—	+957 +0.3%	Shares	2026-10-13
Small LexAurum Advisors, LLC Registered adviser SCHM	$11,324,339	0.96%	332,873	—	-10,101 -2.9%	Shares	2026-10-19
Small Lee Financial Co Registered adviser SCHM	$10,794,614	0.91%	317,302	—	+247 +0.1%	Shares	2026-10-16
Mid PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Registered adviser SCHM	$9,382,511	0.79%	275,794	—	-4,744 -1.7%	Shares	2026-10-15
Small PPS&V ASSET MANAGEMENT CONSULTANTS, INC. Registered adviser SCHM	$9,227,448	0.78%	271,236	—	-753 -0.3%	Shares	2026-10-06
Small CATHY PARETO & ASSOCIATES, INC Registered adviser SCHM	$8,956,071	0.76%	263,259	—	+18,026 +7.4%	Shares	2026-10-15
Small Moisand Fitzgerald Tamayo, LLC Registered adviser SCHM	$8,726,470	0.74%	256,510	—	-3,421 -1.3%	Shares	2026-10-15
Small White Pine Investment CO Registered adviser SCHM	$8,665,676	0.73%	254,723	—	+4,414 +1.8%	Shares	2026-10-15
Small GILL CAPITAL PARTNERS, LLC SCHM	$8,575,523	0.72%	252,073	—	+9,109 +3.7%	Shares	2026-10-13
Small McCarthy Asset Management, Inc. Registered adviser SCHM	$7,401,595	0.63%	217,566	—	-1,707 -0.8%	Shares	2026-10-20
Small Wealth Enhancement Trust Services, Inc. SCHM	$7,401,594	0.63%	217,566	—	-4,235 -1.9%	Shares	2026-10-07
Mid CANTOR FITZGERALD INVESTMENT ADVISORS L.P. Registered adviser SCHM	$7,372,678	0.62%	216,716	—	+191 +0.1%	Shares	2026-10-16
Small Peterson Wealth Advisors, LLC Registered adviser SCHM	$7,262,113	0.61%	213,466	—	-2,772 -1.3%	Shares	2026-10-08
Small OxenFree Capital LLC Registered adviser SCHM	$7,092,421	0.60%	208,478	—	+12,727 +6.5%	Shares	2026-10-07
Mid AdvisorNet Financial, Inc Registered adviser SCHM	$7,077,929	0.60%	208,052	—	+12,378 +6.3%	Shares	2026-10-15
Small Financial Synergies Wealth Advisors, Inc. Registered adviser SCHM	$6,759,671	0.57%	198,697	—	-519 -0.3%	Shares	2026-10-16
Small Cape Investment Advisory, Inc. Registered adviser SCHM	$6,708,539	0.57%	197,194	—	+2,353 +1.2%	Shares	2026-10-13
Small Newton One Investments LLC Registered adviser SCHM	$6,510,067	0.55%	191,360	—	+970 +0.5%	Shares	2026-10-14
Small Powers Advisory Group, LLC Registered adviser SCHM	$6,498,432	0.55%	191,018	—	+9,277 +5.1%	Shares	2026-10-14
Mid DIVERSIFY WEALTH MANAGEMENT, LLC Registered adviser SCHM	$6,463,970	0.55%	190,005	—	+24,600 +14.9%	Shares	2026-10-20
Mid Diversify Advisory Services, LLC Registered adviser SCHM	$6,463,970	0.55%	190,005	—	+24,600 +14.9%	Shares	2026-10-20
Small Gleason Group, Inc. Registered adviser SCHM	$6,441,380	0.54%	189,341	—	+3,030 +1.6%	Shares	2026-10-15
Small Mengis Capital Management, Inc. SCHM	$6,304,926	0.53%	185,330	—	+10,894 +6.2%	Shares	2026-10-13
Small Compass Financial Group, INC/SD Registered adviser SCHM	$5,944,178	0.50%	174,726	—	+46,177 +35.9%	Shares	2026-10-13
Mid CX Institutional Registered adviser SCHM	$5,807,009	0.49%	170,694	—	-2,019 -1.2%	Shares	2026-10-02
Small TMB Capital Partners, LLC SCHM	$5,706,446	0.48%	167,738	—	+1,607 +1.0%	Shares	2026-10-20
Small MFA WEALTH ADVISORS, LLC Registered adviser SCHM	$5,412,309	0.46%	159,092	—	New	Shares	2026-10-07
Small Capital Planning LLC Registered adviser SCHM	$5,302,935	0.45%	155,877	—	-3,558 -2.2%	Shares	2026-10-09
Mid Blue Trust, Inc. SCHM	$4,998,218	0.42%	146,920	—	+146,026 +16334.0%	Shares	2026-10-15
Small Columbus Macro, LLC Registered adviser SCHM	$4,847,884	0.41%	142,501	—	-2,227 -1.5%	Shares	2026-10-14
Small BIRCHBROOK, INC. Registered adviser SCHM	$4,734,155	0.40%	139,158	—	-6,443 -4.4%	Shares	2026-10-14
Small Selby Wealth Management, LLC SCHM	$4,550,685	0.38%	133,765	—	-8,918 -6.3%	Shares	2026-10-16
Small Downshift Financial, LLC Registered adviser SCHM	$4,467,404	0.38%	131,317	—	-28,487 -17.8%	Shares	2026-10-13
Small Acorn Wealth Advisors, LLC Registered adviser SCHM	$4,369,188	0.37%	128,430	—	-1,060 -0.8%	Shares	2026-10-19
Small Family Investment Center, Inc. Registered adviser SCHM	$4,232,496	0.36%	124,412	—	-19,930 -13.8%	Shares	2026-10-19
Small Nicollet Investment Management, Inc. SCHM	$3,925,703	0.33%	115,394	—	-154 -0.1%	Shares	2026-10-14
Small Enclave Advisors LLC Registered adviser SCHM	$3,809,287	0.32%	111,972	—	-55,636 -33.2%	Shares	2026-10-14
Small May Barnhard Investments LLC Registered adviser SCHM	$3,781,425	0.32%	111,153	—	-3,960 -3.4%	Shares	2026-10-09
Mid PINNACLE ASSOCIATES LTD Registered adviser SCHM	$3,760,400	0.32%	110,535	—	-386 -0.3%	Shares	2026-10-20
Small Wealth Group Ltd SCHM	$3,476,231	0.29%	102,182	—	+16 +0.0%	Shares	2026-10-07
Micro Paradigm, Strategies in Wealth Management, LLC Registered adviser SCHM	$3,435,815	0.29%	100,994	—	-1,850 -1.8%	Shares	2026-10-16
Small Prentice Wealth Management LLC Registered adviser SCHM	$3,386,520	0.29%	99,545	—	-6,689 -6.3%	Shares	2026-10-20
Small Blankinship & Foster, LLC SCHM	$3,377,743	0.29%	99,287	—	-1,312 -1.3%	Shares	2026-10-19
Mid Everhart Financial Group, Inc. Registered adviser SCHM	$3,326,645	0.28%	97,785	—	-858 -0.9%	Shares	2026-10-08
Small Boltwood Capital Management Registered adviser SCHM	$3,319,365	0.28%	97,571	—	+787 +0.8%	Shares	2026-10-02
Small LifeSteps Financial, Inc. Registered adviser SCHM	$3,061,221	0.26%	89,983	—	-4,418 -4.7%	Shares	2026-10-15
Large MATHER GROUP, LLC. Registered adviser SCHM	$2,831,178	0.24%	83,221	—	-2,062 -2.4%	Shares	2026-10-14
Small BURKETT FINANCIAL SERVICES, LLC Registered adviser SCHM	$2,754,769	0.23%	80,975	—	-2,151 -2.6%	Shares	2026-10-01
Small Ulland Investment Advisors, LLC Registered adviser SCHM	$2,658,016	0.22%	78,131	—	-1,410 -1.8%	Shares	2026-10-13
Small Dorato Capital Management SCHM	$2,586,608	0.22%	76,032	—	+1,677 +2.3%	Shares	2026-10-08
Small Marquette Asset Management, LLC SCHM	$2,561,842	0.22%	75,304	—	-4,967 -6.2%	Shares	2026-10-09
Small PCA Investment Advisory Services Inc. SCHM	$2,536,803	0.21%	74,568	—	-2,005 -2.6%	Shares	2026-10-13
Small Affinity Capital Advisors, LLC Registered adviser SCHM	$2,492,985	0.21%	73,280	—	-2,319 -3.1%	Shares	2026-10-13
Small Econ Financial Services Corp Registered adviser SCHM	$2,461,278	0.21%	72,348	—	-2,762 -3.7%	Shares	2026-10-19
Mid Krilogy Financial LLC Registered adviser SCHM	$2,423,788	0.20%	71,246	—	+1,432 +2.1%	Shares	2026-10-13
Small SHEETS SMITH WEALTH MANAGEMENT Registered adviser SCHM	$2,405,860	0.20%	70,719	—	+937 +1.3%	Shares	2026-10-16
Small Envision Financial LLC Registered adviser SCHM	$2,402,492	0.20%	70,620	—	-18,985 -21.2%	Shares	2026-10-15
Small Asset Advisors Investment Management, LLC Registered adviser SCHM	$2,328,464	0.20%	68,444	—	-458 -0.7%	Shares	2026-10-19
Small JUNCTURE WEALTH STRATEGIES, LLC Registered adviser SCHM	$2,298,016	0.19%	67,549	—	-4,267 -5.9%	Shares	2026-10-06
Mid Venture Visionary Partners LLC Registered adviser SCHM	$2,265,289	0.19%	66,587	—	+1,139 +1.7%	Shares	2026-10-07
Small Cambridge Financial Group, LLC Registered adviser SCHM	$2,211,674	0.19%	65,011	—	0 0.0%	Shares	2026-10-06
Small Ironwood Financial, llc Registered adviser SCHM	$2,150,812	0.18%	63,222	—	-830 -1.3%	Shares	2026-10-20
Mid Valeo Financial Advisors, LLC Registered adviser SCHM	$2,117,847	0.18%	62,253	—	+3,027 +5.1%	Shares	2026-10-08
Small Opal Wealth Advisors, LLC Registered adviser SCHM	$2,061,646	0.17%	60,601	—	-645 -1.1%	Shares	2026-10-16
Small CRA Financial Services, LLC Registered adviser SCHM	$2,043,139	0.17%	60,057	—	-4,397 -6.8%	Shares	2026-10-16
Small Murphy, Middleton, Hinkle & Parker, Inc. Registered adviser SCHM	$2,033,987	0.17%	59,788	—	+9 +0.0%	Shares	2026-10-15
Small Alliance Private Wealth, LLC Registered adviser SCHM	$2,008,506	0.17%	59,039	—	-2,454 -4.0%	Shares	2026-10-20
Small Koesten, Hirschmann & Crabtree, INC. Registered adviser SCHM	$1,969,247	0.17%	57,885	—	-15,914 -21.6%	Shares	2026-10-13
Small Sunburst Financial Group, LLC Registered adviser SCHM	$1,947,610	0.16%	57,249	—	+391 +0.7%	Shares	2026-10-09
Small Colorado Capital Management, Inc. Registered adviser SCHM	$1,937,200	0.16%	56,943	—	-3,934 -6.5%	Shares	2026-10-15
Small Cambridge Advisors Inc. Registered adviser SCHM	$1,935,738	0.16%	56,900	—	-189 -0.3%	Shares	2026-10-19
Small FAGAN ASSOCIATES, INC. Registered adviser SCHM	$1,904,915	0.16%	55,994	—	-849 -1.5%	Shares	2026-10-13
Micro Cassilly Financial Group LLC Registered adviser SCHM	$1,897,295	0.16%	55,770	—	+10,436 +23.0%	Shares	2026-10-07
Small COLLECTIVE FAMILY OFFICE LLC Registered adviser SCHM	$1,880,863	0.16%	55,287	—	-596 -1.1%	Shares	2026-10-05
Micro ETF Store, Inc. SCHM	$1,853,885	0.16%	54,494	—	+192 +0.4%	Shares	2026-10-19
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