13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SCHM

SCHWAB US MID CAP ETF

1,094 institutions still hold SCHWAB US MID CAP ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524508·Exchange Traded Fund·1,094 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$5.1B
visible holders
Holders
1,094
filers reporting
Concentration
34.39%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q1 2026

1,094 institutions reported SCHM in Q1 2026. Financial Engines Advisors L.L.C. leads at 34.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.8B56.8M3.57%Q1 202602
Creative Planning
CIK 0001540235
$911M29.4M0.62%Q1 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$360M11.6M0.22%Q1 202604
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$349M11.3M2.63%Q1 202605
Advisory Alpha, LLC
CIK 0001576762
$221M7.2M6.05%Q1 202606
HighTower Advisors, LLC
CIK 0001462245
$211M6.8M0.22%Q1 202607
Cerity Partners LLC
CIK 0001566475
$171M5.5M0.24%Q1 202608
Legacy Wealth Management, Inc
CIK 0001488921
$158M4.3M8.27%Q2 202609
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$145M4.8M0.07%Q1 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$119M3.3M0.20%Q2 202611
Fragasso Financial Advisors Inc
CIK 0001613331
$106M2.9M5.62%Q2 202612
JMG Financial Group, Ltd.
CIK 0001314404
$95M3.1M2.62%Q1 202613
Mariner, LLC
CIK 0001373442
$84M2.7M0.10%Q1 202614
UBS Group AG
CIK 0001610520
$71M2.3M0.01%Q1 202615
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$66M2.1M0.13%Q1 202616
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$62M2.0M1.94%Q1 202617
LPL Financial LLC
CIK 0001403438
$60M1.9M0.02%Q1 202618
Prime Capital Investment Advisors, LLC
CIK 0001731446
$58M1.9M0.67%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$56M1.8M0.02%Q1 202620
Waverly Advisors, LLC
CIK 0001568787
$53M1.7M0.39%Q1 2026
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