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

SCHWAB US MID CAP ETF

1,073 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·1,073 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.5%
vs prior quarter
13F value held
$5.1B
56.0% inst. owned
of float
Holders
1,073
+82 QoQ
filers reporting
Activity
+10 / −88
+965 added · −760 reduced
this quarter
Concentration
34.82%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q1 2026

1,073 institutions reported SCHM in Q1 2026. Financial Engines Advisors L.L.C. leads at 34.8% of the visible book. +82 net new institutions vs prior quarter — accumulation reading.

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
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$145M4.8M0.07%Q1 202609
Legacy Wealth Management, Inc
CIK 0001488921
$134M4.3M7.80%Q1 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$107M3.4M0.22%Q1 202611
JMG Financial Group, Ltd.
CIK 0001314404
$95M3.1M2.62%Q1 202612
Fragasso Financial Advisors Inc
CIK 0001613331
$92M2.9M5.55%Q1 202613
Mariner, LLC
CIK 0001373442
$84M2.7M0.10%Q1 202614
UBS Group AG
CIK 0001610520
$71M2.3M0.01%Q1 202615
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$62M2.0M1.94%Q1 202616
LPL Financial LLC
CIK 0001403438
$60M1.9M0.02%Q1 202617
Prime Capital Investment Advisors, LLC
CIK 0001731446
$58M1.9M0.67%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$56M1.8M0.02%Q1 202619
Waverly Advisors, LLC
CIK 0001568787
$53M1.7M0.39%Q1 202620
MORGAN STANLEY
CIK 0000895421
$52M1.7M0.00%Q1 2026
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