13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SCHM

SCHWAB US MID CAP ETF

1,132 institutions still hold SCHWAB US MID CAP ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524508·Exchange Traded Fund·1,132 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6.0B
visible holders
Holders
1,132
filers reporting
Concentration
32.05%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q2 2026

1,132 institutions reported SCHM in Q2 2026. Financial Engines Advisors L.L.C. leads at 32.0% 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
$1.9B51.8M3.39%Q2 202602
Creative Planning
CIK 0001540235
$1.1B29.0M0.63%Q2 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$463M12.6M0.25%Q2 202604
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$434M11.8M3.21%Q2 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$266M7.3M0.11%Q2 202606
Advisory Alpha, LLC
CIK 0001576762
$257M7.0M6.32%Q2 202607
HighTower Advisors, LLC
CIK 0001462245
$227M6.1M0.22%Q2 202608
Cerity Partners LLC
CIK 0001566475
$198M5.7M0.24%Q2 202609
Legacy Wealth Management, Inc
CIK 0001488921
$158M4.3M8.27%Q2 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$119M3.3M0.20%Q2 202611
Savant Capital, LLC
CIK 0001482880
$115M3.2M0.34%Q2 202612
JMG Financial Group, Ltd.
CIK 0001314404
$113M3.1M2.74%Q2 202613
Fragasso Financial Advisors Inc
CIK 0001613331
$106M2.9M5.62%Q2 202614
Mariner, LLC
CIK 0001373442
$97M2.6M0.10%Q2 202615
UBS Group AG
CIK 0001610520
$84M2.3M0.01%Q2 202616
LPL Financial LLC
CIK 0001403438
$74M2.0M0.02%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$69M1.9M0.02%Q2 202618
Prime Capital Investment Advisors, LLC
CIK 0001731446
$68M1.8M0.65%Q2 202619
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$66M2.1M0.13%Q1 202620
Advocacy Wealth Management, LLC
CIK 0001569452
$63M1.7M2.30%Q2 2026
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