Who owns Schwab U.S. Mid-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHM from SEC Form 13F filings across 1,075 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,075 institutions disclosed 277.8M shares of Schwab U.S. Mid-Cap ETF worth $10.22B — about 62.9% of shares outstanding; the largest disclosed holder is Financial Engines Advisors L.L.C.. Source: SEC Form 13F filings, parsed by EvidInvest.
1,075
13F holders
$10.22B
value, 2026 filers
62.9%
of shares outstanding (277.8M sh)
118
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCHM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 51.8M | $1.91B | 3.4% | 11.7% | -8.9% |
| 2 | Creative Planning | 29.0M | $1.07B | 0.6% | 6.6% | -1.4% |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12.6M | $463.4M | 0.2% | 2.8% | +8.0% |
| 4 | MONETA GROUP INVESTMENT ADVISORS LLC | 11.8M | $433.9M | 3.2% | 2.7% | +4.4% |
| 5 | JONES FINANCIAL COMPANIES LLLP | 7.3M | $266.2M | 0.1% | 1.7% | +53.4% |
| 6 | Advisory Alpha, LLC | 7.0M | $257.5M | 6.3% | 1.6% | -2.3% |
| 7 | HighTower Advisors, LLC | 6.1M | $226.7M | 0.2% | 1.4% | -9.7% |
| 8 | Cerity Partners LLC | 5.7M | $198.5M | 0.2% | 1.3% | +4.0% |
| 9 | Legacy Wealth Management, LLC | 4.3M | $158.0M | 8.3% | 1% | -0.8% |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.3M | $118.7M | 0.2% | 0.8% | -3.0% |
| 11 | Savant Capital, LLC | 3.2M | $114.6M | 0.3% | 0.7% | +574.5% |
| 12 | JMG Financial Group, Ltd. | 3.1M | $113.4M | 2.7% | 0.7% | -0.2% |
| 13 | Fragasso Financial Advisors Inc | 2.9M | $105.7M | 5.6% | 0.6% | -1.9% |
| 14 | Mariner, LLC | 2.6M | $96.9M | 0.1% | 0.6% | -3.7% |
| 15 | UBS Group AG | 2.3M | $84.3M | 0.0% | 0.5% | -0.5% |
| 16 | LPL Financial LLC | 2.0M | $74.4M | 0.0% | 0.5% | +4.7% |
| 17 | RAYMOND JAMES FINANCIAL INC | 1.9M | $68.6M | 0.0% | 0.4% | +1.9% |
| 18 | Prime Capital Investment Advisors, LLC | 1.8M | $67.5M | 0.7% | 0.4% | -2.3% |
| 19 | Advocacy Wealth Management, LLC | 1.7M | $63.2M | 2.3% | 0.4% | +8.5% |
| 20 | Waverly Advisors, LLC | 1.7M | $62.7M | 0.4% | 0.4% | -0.2% |
| 21 | MORGAN STANLEY | 1.6M | $60.8M | 0.0% | 0.4% | -2.6% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6M | $60.4M | 0.0% | 0.4% | +38.2% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 1.6M | $57.2M | 0.0% | 0.4% | +9.9% |
| 24 | 93 Financial Group, LLC | 1.5M | $55.3M | 21.8% | 0.3% | -5.3% |
| 25 | Beacon Pointe Advisors, LLC | 1.5M | $54.7M | 0.3% | 0.3% | +0.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.