SCHM Institutional Ownership & Shareholders
SCHWAB US MID CAP ETF (SCHM) is currently held by 1,050 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.23B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SCHM tracked by InsiderSet, reporting ownership valued at approximately $1.91B in its June 30, 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 $1.81B, representing an estimated loss of -5.29% 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, Moneta Group Investment Advisors Llc, 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
1,050
Total Reported Value
$9.23B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.91B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
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. | 3.39% | 51,767,947 | $1,908,684,217 | $1,807,736,709 | -$100,947,508 | -5.29% | |
| Creative Planning | 0.55% | 28,709,456 | $976,695,697 | $1,002,534,204 | +$25,838,507 | +2.65% | |
| Moneta Group Investment Advisors Llc | 3.21% | 11,767,147 | $433,854,725 | $410,908,773 | -$22,945,952 | -5.29% | |
| Jones Financial Companies Lllp | 0.11% | 7,349,241 | $266,237,252 | $256,635,496 | -$9,601,756 | -3.61% | |
| Advisory Alpha, Llc | 6.32% | 6,983,767 | $257,493,391 | $243,873,144 | -$13,620,247 | -5.29% | |
| Cerity Partners Llc | 0.24% | 5,729,822 | $198,473,483 | $200,085,384 | +$1,611,901 | +0.81% | |
| Legacy Wealth Management, Llc | 7.76% | 4,330,359 | $147,318,804 | $151,216,136 | +$3,897,332 | +2.65% | |
| Wealth Enhancement Advisory Services, Llc | 0.18% | 3,438,314 | $118,518,679 | $120,065,925 | +$1,547,246 | +1.31% | |
| Savant Capital, Llc | 0.34% | 3,231,643 | $114,589,032 | $112,848,974 | -$1,740,058 | -1.52% | |
| Jmg Financial Group, Ltd. | 2.74% | 3,074,425 | $113,354,067 | $107,358,921 | -$5,995,146 | -5.29% | |
| Fragasso Financial Advisors Inc | 5.04% | 2,888,481 | $100,085,877 | $100,865,757 | +$779,880 | +0.78% | |
| Mariner, Llc | 0.10% | 2,627,084 | $96,860,438 | $91,737,773 | -$5,122,665 | -5.29% | |
| Ubs Group Ag | 0.01% | 2,285,436 | $84,264,026 | $79,807,425 | -$4,456,601 | -5.29% | |
| Lpl Financial Llc | 0.02% | 2,017,782 | $74,395,627 | $70,460,947 | -$3,934,680 | -5.29% | |
| Raymond James Financial Inc | 0.02% | 1,859,876 | $68,573,606 | $64,946,870 | -$3,626,736 | -5.29% | |
| Advocacy Wealth Management, Llc | 2.30% | 1,715,392 | $63,246,503 | $59,901,489 | -$3,345,014 | -5.29% | |
| Waverly Advisors, Llc | 0.36% | 1,699,550 | $62,662,420 | $59,348,286 | -$3,314,134 | -5.29% | |
| Exencial Wealth Advisors, Llc | 1.94% | 2,011,027 | $62,261,391 | $70,225,063 | +$7,963,672 | +12.79% | |
| Morgan Stanley | 0.00% | 1,649,131 | $60,803,486 | $57,587,655 | -$3,215,831 | -5.29% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,636,994 | $60,355,969 | $57,163,830 | -$3,192,139 | -5.29% | |
| Prime Capital Investment Advisors, Llc | 0.58% | 1,737,989 | $59,126,386 | $60,690,576 | +$1,564,190 | +2.65% | |
| Envestnet Asset Management Inc | 0.01% | 1,553,972 | $57,156,692 | $54,264,702 | -$2,891,990 | -5.06% | |
| Beacon Pointe Advisors, Llc | 0.25% | 1,484,018 | $54,715,736 | $51,821,909 | -$2,893,827 | -5.29% | |
| Captrust Financial Advisors | 0.08% | 1,421,766 | $52,420,523 | $49,648,069 | -$2,772,454 | -5.29% | |
| Cetera Investment Advisers | 0.05% | 1,418,775 | $52,310,205 | $49,543,623 | -$2,766,582 | -5.29% | |
| 93 Financial Group, Llc | 21.08% | 1,499,485 | $51,012,491 | $52,362,016 | +$1,349,525 | +2.65% | |
| Ameriprise Financial Inc | 0.01% | 1,266,454 | $46,689,543 | $44,224,574 | -$2,464,969 | -5.28% | |
| Summit Asset Management, Llc | 5.95% | 1,259,073 | $46,422,029 | $43,966,829 | -$2,455,200 | -5.29% | |
| Financial Solutions Advisory Group, Inc. | 5.53% | 1,275,472 | $43,570,136 | $44,539,482 | +$969,346 | +2.22% | |
| Focus Partners Wealth | 0.04% | 1,131,309 | $41,711,447 | $39,505,310 | -$2,206,137 | -5.29% | |
| Dynamic Advisor Solutions Llc | 1.18% | 1,219,139 | $41,475,105 | $42,572,334 | +$1,097,229 | +2.65% | |
| Chicago Partners Investment Group Llc | 0.76% | 1,193,956 | $41,239,252 | $41,692,944 | +$453,692 | +1.10% | |
| Blb&B Advisors, Llc | 1.45% | 1,183,726 | $40,270,373 | $41,335,712 | +$1,065,339 | +2.65% | |
| Mokosak Advisory Group, Llc | 8.58% | 1,144,642 | $38,940,723 | $39,970,899 | +$1,030,176 | +2.65% | |
| Bank Of America Corp | 0.00% | 965,564 | $35,600,338 | $33,717,495 | -$1,882,843 | -5.29% | |
| Sage Financial Group Inc | 1.91% | 1,014,871 | $34,525,924 | $35,439,295 | +$913,371 | +2.65% | |
| Blackrock, Inc. | 0.00% | 887,355 | $32,716,766 | $30,986,437 | -$1,730,329 | -5.29% | |
| Mercer Global Advisors Inc | 0.04% | 873,101 | $32,191,248 | $30,488,687 | -$1,702,561 | -5.29% | |
| High Note Wealth, Llc | 5.16% | 925,025 | $31,469,367 | $32,301,873 | +$832,506 | +2.65% | |
| Johnson Investment Counsel Inc | 0.22% | 815,376 | $30,062,902 | $28,472,930 | -$1,589,972 | -5.29% | |
| Gemmer Asset Management Llc | 1.90% | 857,693 | $29,178,723 | $29,950,640 | +$771,917 | +2.65% | |
| Summit Financial Strategies, Inc. | 1.99% | 844,358 | $28,725,073 | $29,484,981 | +$759,908 | +2.65% | |
| Osaic Holdings, Inc. | 0.03% | 766,354 | $28,258,335 | $26,761,082 | -$1,497,253 | -5.30% | |
| Koshinski Asset Management, Inc. | 1.45% | 813,651 | $27,680,401 | $28,412,693 | +$732,292 | +2.65% | |
| Ifp Advisors, Inc | 0.47% | 803,554 | $27,336,907 | $28,060,106 | +$723,199 | +2.65% | |
| Berkshire Asset Management Llc/Pa | 1.06% | 730,699 | $26,940,884 | $25,516,009 | -$1,424,875 | -5.29% | |
| Choreo, Llc | 0.27% | 760,707 | $25,879,243 | $26,563,888 | +$684,645 | +2.65% | |
| Seneca Financial Advisors Llc | 6.79% | 752,837 | $25,611,512 | $26,289,068 | +$677,556 | +2.65% | |
| Corient Private Wealth Llc | 0.04% | 686,859 | $25,324,458 | $23,985,116 | -$1,339,342 | -5.29% | |
| Financial Planning Navigators Corp | 9.22% | 743,708 | $25,300,962 | $25,970,283 | +$669,321 | +2.65% |
Frequently asked questions about SCHM
Who are the largest institutional holders of SCHM?
The largest institutional holders of SCHM reported in the latest SEC Form 13F filings include Financial Engines Advisors L.L.C., Creative Planning, Moneta Group Investment Advisors Llc, Jones Financial Companies Lllp, and Advisory Alpha, Llc. InsiderSet ranks institutional holders by their latest reported SCHM position.
What is SCHM institutional ownership?
This page tracks SCHM positions reported by institutional investment managers through SEC Form 13F. SCHWAB US MID CAP ETF (SCHM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHM?
InsiderSet currently tracks 1,050 institutional managers reporting SCHM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHM shareholders.
How much SCHM stock do institutions own?
Institutional investment managers disclosed approximately $9.23B in SCHM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHM institutional ownership last updated?
The latest SCHM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHM position after the reporting date.
Are institutions buying or selling SCHM?
Institutional buying and selling can be analyzed by comparing SCHM positions across consecutive 13F reporting periods. InsiderSet's SCHM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHM ownership changes.
How has SCHM institutional ownership changed over time?
InsiderSet tracks SCHM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.