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 $8.64B 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 $1.91B 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 $1.90B, representing an estimated loss of -0.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed SCHM value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Moneta Group Investment Advisors Llc, Jones Financial Companies Lllp, 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
1,052
Total Reported Value
$8.64B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.91B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
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 | $1,899,883,655 | -$8,800,562 | -0.46% | |
| Moneta Group Investment Advisors Llc | 3.21% | 11,767,147 | $433,854,725 | $431,854,295 | -$2,000,430 | -0.46% | |
| Jones Financial Companies Lllp | 0.11% | 7,349,241 | $266,237,252 | $269,717,145 | +$3,479,893 | +1.31% | |
| Advisory Alpha, Llc | 6.32% | 6,983,767 | $257,493,391 | $256,304,249 | -$1,189,142 | -0.46% | |
| Hightower Advisors, Llc | 0.22% | 6,149,219 | $226,721,714 | $225,676,337 | -$1,045,377 | -0.46% | |
| Cerity Partners Llc | 0.24% | 5,729,822 | $198,473,483 | $210,284,467 | +$11,810,984 | +5.95% | |
| Legacy Wealth Management, Llc | 8.27% | 4,286,476 | $158,042,357 | $157,313,669 | -$728,688 | -0.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.20% | 3,315,880 | $118,741,679 | $121,692,796 | +$2,951,117 | +2.49% | |
| Savant Capital, Llc | 0.34% | 3,231,643 | $114,589,032 | $118,601,298 | +$4,012,266 | +3.50% | |
| Jmg Financial Group, Ltd. | 2.74% | 3,074,425 | $113,354,067 | $112,831,398 | -$522,669 | -0.46% | |
| Fragasso Financial Advisors Inc | 5.65% | 2,867,994 | $105,742,948 | $105,255,380 | -$487,568 | -0.46% | |
| Mariner, Llc | 0.10% | 2,627,084 | $96,860,438 | $96,413,983 | -$446,455 | -0.46% | |
| Ubs Group Ag | 0.01% | 2,285,436 | $84,264,026 | $83,875,501 | -$388,525 | -0.46% | |
| Lpl Financial Llc | 0.02% | 2,017,782 | $74,395,627 | $74,052,599 | -$343,028 | -0.46% | |
| Raymond James Financial Inc | 0.02% | 1,859,876 | $68,573,606 | $68,257,449 | -$316,157 | -0.46% | |
| Prime Capital Investment Advisors, Llc | 0.65% | 1,830,982 | $67,508,316 | $67,197,039 | -$311,277 | -0.46% | |
| Advocacy Wealth Management, Llc | 2.30% | 1,715,392 | $63,246,503 | $62,954,886 | -$291,617 | -0.46% | |
| Waverly Advisors, Llc | 0.36% | 1,699,550 | $62,662,420 | $62,373,485 | -$288,935 | -0.46% | |
| Exencial Wealth Advisors, Llc | 1.94% | 2,011,027 | $62,261,391 | $73,804,691 | +$11,543,300 | +18.54% | |
| Morgan Stanley | 0.00% | 1,649,131 | $60,803,486 | $60,523,108 | -$280,378 | -0.46% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,636,994 | $60,355,969 | $60,077,680 | -$278,289 | -0.46% | |
| Sixth Street Partners Management Company, L.P. | 0.01% | 1,636,994 | $60,355,969 | $60,077,680 | -$278,289 | -0.46% | |
| Envestnet Asset Management Inc | 0.01% | 1,553,972 | $57,156,692 | $57,030,772 | -$125,920 | -0.22% | |
| 93 Financial Group, Llc | 21.82% | 1,499,269 | $55,278,060 | $55,023,172 | -$254,888 | -0.46% | |
| Captrust Financial Advisors | 0.08% | 1,421,766 | $52,420,523 | $52,178,812 | -$241,711 | -0.46% | |
| Cetera Investment Advisers | 0.05% | 1,418,775 | $52,310,205 | $52,069,043 | -$241,162 | -0.46% | |
| Ameriprise Financial Inc | 0.01% | 1,266,454 | $46,689,543 | $46,478,862 | -$210,681 | -0.45% | |
| Summit Asset Management, Llc | 5.95% | 1,259,073 | $46,422,029 | $46,207,979 | -$214,050 | -0.46% | |
| Beacon Pointe Advisors, Llc | 0.24% | 1,482,850 | $45,909,023 | $54,420,595 | +$8,511,572 | +18.54% | |
| Financial Solutions Advisory Group, Inc. | 5.78% | 1,275,655 | $45,693,974 | $46,816,539 | +$1,122,565 | +2.46% | |
| Dynamic Advisor Solutions Llc | 1.26% | 1,198,872 | $44,202,426 | $43,998,602 | -$203,824 | -0.46% | |
| Blb&B Advisors, Llc | 1.61% | 1,196,515 | $44,115,525 | $43,912,101 | -$203,425 | -0.46% | |
| Summit Financial Strategies, Inc. | 2.93% | 1,131,341 | $41,712,540 | $41,520,215 | -$192,325 | -0.46% | |
| Focus Partners Wealth | 0.04% | 1,131,309 | $41,711,447 | $41,519,040 | -$192,407 | -0.46% | |
| Mokosak Advisory Group, Llc | 9.02% | 1,129,814 | $41,656,833 | $41,464,174 | -$192,659 | -0.46% | |
| Chicago Partners Investment Group Llc | 0.77% | 1,096,057 | $38,559,277 | $40,225,292 | +$1,666,015 | +4.32% | |
| Sage Financial Group Inc | 2.05% | 1,005,202 | $37,061,811 | $36,890,913 | -$170,898 | -0.46% | |
| Bank Of America Corp | 0.00% | 965,564 | $35,600,338 | $35,436,199 | -$164,139 | -0.46% | |
| High Note Wealth, Llc | 5.77% | 916,640 | $33,796,502 | $33,640,688 | -$155,814 | -0.46% | |
| Blackrock, Inc. | 0.00% | 887,355 | $32,716,766 | $32,565,929 | -$150,837 | -0.46% | |
| Mercer Global Advisors Inc | 0.04% | 873,101 | $32,191,248 | $32,042,807 | -$148,441 | -0.46% | |
| Choreo, Llc | 0.35% | 871,833 | $32,144,467 | $31,996,271 | -$148,196 | -0.46% | |
| Gemmer Asset Management Llc | 2.14% | 863,655 | $31,842,951 | $31,696,139 | -$146,812 | -0.46% | |
| Corient Private Wealth Llc | 0.04% | 821,648 | $30,294,118 | $30,154,482 | -$139,636 | -0.46% | |
| Johnson Investment Counsel Inc | 0.22% | 815,376 | $30,062,902 | $29,924,299 | -$138,603 | -0.46% | |
| Ifp Advisors, Inc | 0.52% | 775,129 | $28,579,006 | $28,447,234 | -$131,772 | -0.46% | |
| Koshinski Asset Management, Inc. | 1.51% | 769,563 | $28,373,781 | $28,242,962 | -$130,819 | -0.46% | |
| Seneca Financial Advisors Llc | 7.35% | 767,806 | $28,309,006 | $28,178,480 | -$130,526 | -0.46% | |
| Osaic Holdings, Inc. | 0.03% | 766,354 | $28,258,335 | $28,125,192 | -$133,143 | -0.47% | |
| Financial Planning Navigators Corp | 10.09% | 730,881 | $26,947,568 | $26,823,333 | -$124,235 | -0.46% |
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.