SCHWAB US MID CAP ETF (SCHM) Institutional Ownership and Insiders Activity
SCHWAB US MID CAP ETF (SCHM) is widely held by institutional investors, with 1055 firms reporting positions valued at approximately $9.26B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Financial Engines Advisors L.L.C. is the largest disclosed holder, reporting approximately $1.91B in SCHM holdings in its latest filing.
Institutional Holders
1,055
Total Reported Value
$9.26B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.91B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
Funds Exiting Positions
65
Top Institutional Owners
View all- Financial Engines Advisors L.L.C.$1.91B
- Creative Planning$976.70M
- Moneta Group Investment Advisors Llc$433.85M
- Jones Financial Companies Lllp$266.24M
- Advisory Alpha, Llc$257.49M
SCHM News
All news- Valley Forge Investment Consultants Inc. Quarterly Portfolio Changes (Q3 2026)
Nov 4, 2026 · valut.ai
- Bernard Wealth Management Corp Portfolio Shifts in Q2 2026
Aug 23, 2026 · valut.ai
- Denver PWM LLC Portfolio Activity: Significant Changes Observed in Q2 2026
Aug 21, 2026 · valut.ai
- Valley Forge Investment Consultants Inc Adv Portfolio Activity in Q3 2026
Aug 10, 2026 · valut.ai
- St. Johns Investment Management Company Q2 Activity: Major BHP Acquisition and ETF Adjustments
Aug 8, 2026 · valut.ai
- Schaeffer Financial Llc Portfolio Changes in Q3 2026
Aug 5, 2026 · valut.ai
- Mokosak Advisory Group Q2 2026 Investment Activity
Aug 5, 2026 · valut.ai
- CDKV Holdings LLC Q2 2026 Portfolio Activity: Major Purchases and Sales Observed
Aug 4, 2026 · valut.ai