SCHWAB US MID CAP ETF (SCHM) Institutional Shareholders
SCHWAB US MID CAP ETF (SCHM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $8.91B in SCHM holdings during the latest filing period.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SCHM tracked by InsiderSet, reporting ownership valued at approximately $1.76B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.97B, representing an estimated gain of +12.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed SCHM value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Creative Planning, Northwestern Mutual Wealth Management Co, and several other long-term asset managers with concentrated positions in SCHWAB US MID CAP ETF (SCHM).
This page ranks the largest institutional SCHM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,040
Total Reported Value
$8.91B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.76B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 3.57% | 56,835,618 | $1,759,630,735 | $1,972,195,945 | +$212,565,210 | +12.08% | |
| Creative Planning | 0.62% | 29,432,010 | $911,215,049 | $1,021,290,747 | +$110,075,698 | +12.08% | |
| Northwestern Mutual Wealth Management Co | 0.22% | 11,638,443 | $360,326,158 | $403,853,972 | +$43,527,814 | +12.08% | |
| Moneta Group Investment Advisors Llc | 2.63% | 11,267,842 | $348,852,383 | $390,994,117 | +$42,141,734 | +12.08% | |
| Advisory Alpha, Llc | 6.05% | 7,151,527 | $221,412,743 | $248,157,987 | +$26,745,244 | +12.08% | |
| Hightower Advisors, Llc | 0.22% | 6,809,670 | $210,827,032 | $236,295,549 | +$25,468,517 | +12.08% | |
| Cerity Partners Llc | 0.24% | 5,510,804 | $170,871,111 | $191,224,899 | +$20,353,788 | +11.91% | |
| Legacy Wealth Management, Llc | 8.27% | 4,286,476 | $158,042,357 | $148,740,717 | -$9,301,640 | -5.89% | |
| Jones Financial Companies Lllp | 0.07% | 4,791,027 | $145,473,243 | $166,248,637 | +$20,775,394 | +14.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.20% | 3,315,880 | $118,741,679 | $115,061,036 | -$3,680,643 | -3.10% | |
| Jmg Financial Group, Ltd. | 2.74% | 3,074,425 | $113,354,067 | $106,682,548 | -$6,671,519 | -5.89% | |
| Fragasso Financial Advisors Inc | 5.65% | 2,867,994 | $105,742,948 | $99,519,392 | -$6,223,556 | -5.89% | |
| Mariner, Llc | 0.10% | 2,727,890 | $84,454,883 | $94,657,783 | +$10,202,900 | +12.08% | |
| Ubs Group Ag | 0.01% | 2,296,605 | $71,102,891 | $79,692,194 | +$8,589,303 | +12.08% | |
| Advocacy Wealth Management, Llc | 2.30% | 1,715,392 | $63,246,503 | $59,524,102 | -$3,722,401 | -5.89% | |
| Exencial Wealth Advisors, Llc | 1.94% | 2,011,027 | $62,261,391 | $69,782,637 | +$7,521,246 | +12.08% | |
| Lpl Financial Llc | 0.02% | 1,926,837 | $59,654,853 | $66,861,244 | +$7,206,391 | +12.08% | |
| Prime Capital Investment Advisors, Llc | 0.67% | 1,874,193 | $58,025,004 | $65,034,497 | +$7,009,493 | +12.08% | |
| Envestnet Asset Management Inc | 0.01% | 1,553,972 | $57,156,692 | $53,922,828 | -$3,233,864 | -5.66% | |
| Raymond James Financial Inc | 0.02% | 1,824,919 | $56,499,501 | $63,324,689 | +$6,825,188 | +12.08% | |
| 93 Financial Group, Llc | 21.82% | 1,499,269 | $55,278,060 | $52,024,634 | -$3,253,426 | -5.89% | |
| Waverly Advisors, Llc | 0.40% | 1,702,781 | $52,718,109 | $59,086,501 | +$6,368,392 | +12.08% | |
| Morgan Stanley | 0.00% | 1,692,386 | $52,396,302 | $58,725,794 | +$6,329,492 | +12.08% | |
| Beacon Pointe Advisors, Llc | 0.24% | 1,482,850 | $45,909,023 | $51,454,895 | +$5,545,872 | +12.08% | |
| Financial Solutions Advisory Group, Inc. | 5.78% | 1,275,655 | $45,693,974 | $44,265,229 | -$1,428,746 | -3.13% | |
| Dynamic Advisor Solutions Llc | 1.26% | 1,198,872 | $44,202,426 | $41,600,858 | -$2,601,568 | -5.89% | |
| Captrust Financial Advisors | 0.08% | 1,403,065 | $43,435,989 | $48,686,356 | +$5,250,367 | +12.09% | |
| Summit Financial Strategies, Inc. | 2.93% | 1,131,341 | $41,712,540 | $39,257,533 | -$2,455,007 | -5.89% | |
| Mokosak Advisory Group, Llc | 9.02% | 1,129,814 | $41,656,833 | $39,204,546 | -$2,452,287 | -5.89% | |
| Cetera Investment Advisers | 0.04% | 1,285,570 | $39,801,247 | $44,609,279 | +$4,808,032 | +12.08% | |
| Summit Asset Management, Llc | 5.46% | 1,268,811 | $39,282,377 | $44,027,742 | +$4,745,365 | +12.08% | |
| Chicago Partners Investment Group Llc | 0.77% | 1,096,057 | $38,559,277 | $38,033,178 | -$526,099 | -1.36% | |
| Ameriprise Financial Inc | 0.01% | 1,242,525 | $38,460,059 | $43,115,618 | +$4,655,559 | +12.10% | |
| Blb&B Advisors, Llc | 1.56% | 1,217,638 | $37,698,064 | $42,252,039 | +$4,553,975 | +12.08% | |
| Sage Financial Group Inc | 2.05% | 1,005,202 | $37,061,811 | $34,880,509 | -$2,181,302 | -5.89% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,184,730 | $36,679,241 | $41,110,131 | +$4,430,890 | +12.08% | |
| High Note Wealth, Llc | 5.77% | 916,640 | $33,796,502 | $31,807,408 | -$1,989,094 | -5.89% | |
| Gemmer Asset Management Llc | 2.14% | 863,655 | $31,842,951 | $29,968,829 | -$1,874,122 | -5.89% | |
| Johnson Investment Counsel Inc | 0.22% | 815,376 | $30,062,902 | $28,293,547 | -$1,769,355 | -5.89% | |
| Ifp Advisors, Inc | 0.52% | 775,129 | $28,579,006 | $26,896,976 | -$1,682,030 | -5.89% | |
| Koshinski Asset Management, Inc. | 1.51% | 769,563 | $28,373,781 | $26,703,836 | -$1,669,945 | -5.89% | |
| Seneca Financial Advisors Llc | 7.35% | 767,806 | $28,309,006 | $26,642,868 | -$1,666,138 | -5.89% | |
| Choreo, Llc | 0.34% | 886,907 | $27,458,651 | $30,775,673 | +$3,317,022 | +12.08% | |
| Financial Planning Navigators Corp | 10.09% | 730,881 | $26,947,568 | $25,361,571 | -$1,585,997 | -5.89% | |
| Bank Of America Corp | 0.00% | 869,673 | $26,925,068 | $30,177,653 | +$3,252,585 | +12.08% | |
| Mercer Global Advisors Inc | 0.04% | 865,348 | $26,791,175 | $30,027,576 | +$3,236,401 | +12.08% | |
| Focus Partners Wealth | 0.03% | 840,847 | $26,032,628 | $29,177,391 | +$3,144,763 | +12.08% | |
| Corient Private Wealth Llc | 0.04% | 828,191 | $25,623,527 | $28,738,228 | +$3,114,701 | +12.16% | |
| Northeast Financial Group, Inc. | 6.66% | 807,726 | $25,011,708 | $28,028,092 | +$3,016,384 | +12.06% | |
| Essex Llc | 3.77% | 673,370 | $24,827,135 | $23,365,939 | -$1,461,196 | -5.89% |
Frequently asked questions about SCHM
Who owns the most SCHM stock?
The largest holders of SCHM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB US MID CAP ETF (SCHM).
Is SCHM widely held by superinvestors?
Many widely followed stocks like SCHM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.