SCHWAB US MID CAP ETF SCHM
$35.97
-1.1% 52w: $26.90 – $36.87
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data26.9031.8836.87
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.0K
+15 QoQ
13F value
$8.64B
+3.3% QoQ
Smart-money holders
26
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$252K calls / — puts
Institutional value by quarter
Number of holders
Who owns SCHM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Wealth advisor | 56.8M | $1.76B | 3.6% | -2.0% |
| Creative Planning | Wealth advisor | 29.4M | $911.2M | 0.6% | -3.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 11.6M | $360.3M | 0.2% | +6.5% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 11.3M | $348.9M | 2.6% | +5.6% |
| Advisory Alpha, LLC | Wealth advisor | 7.2M | $221.4M | 6.1% | -14.4% |
| HighTower Advisors, LLC | Diversified mechanical | 6.8M | $210.8M | 0.2% | -2.0% |
| Cerity Partners LLC | Diversified mechanical | 5.5M | $170.9M | 0.2% | +1.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 4.8M | $145.5M | 0.1% | +37.1% |
| Legacy Wealth Management, LLC | Wealth advisor | 4.3M | $133.8M | 7.8% | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 3.4M | $107.3M | 0.2% | -40.5% |
| JMG Financial Group, Ltd. | Wealth advisor | 3.1M | $95.3M | 2.6% | -2.2% |
| Fragasso Financial Advisors Inc | Wealth advisor | 2.9M | $92.0M | 5.6% | -1.9% |
| Mariner, LLC | Diversified mechanical | 2.7M | $84.5M | 0.1% | +23.7% |
| UBS Group AG | Bank broker | 2.3M | $71.1M | 0.0% | +141.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 2.1M | $66.2M | 0.1% | +3.2% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 2.0M | $62.3M | 1.9% | +23.9% |
| LPL Financial LLC | Bank broker | 1.9M | $59.7M | 0.0% | +0.4% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 1.9M | $58.0M | 0.7% | +14.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.8M | $56.5M | 0.0% | +0.3% |
| Waverly Advisors, LLC | Wealth advisor | 1.7M | $52.7M | 0.4% | -2.2% |
| MORGAN STANLEY | Bank broker | 1.7M | $52.4M | 0.0% | -6.6% |
| 93 Financial Group, LLC | Wealth advisor | 1.6M | $49.0M | 21.9% | -2.1% |
| Advocacy Wealth Management, LLC | Wealth advisor | 1.6M | $49.0M | 2.2% | +1.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.5M | $45.9M | 0.2% | +7.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $43.8M | 0.0% | +104.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.4M | $43.4M | 0.1% | -0.6% |
| Cetera Investment Advisers | Wealth advisor | 1.3M | $39.8M | 0.0% | +9.5% |
| Summit Financial Strategies, Inc. | Wealth advisor | 1.3M | $39.7M | 3.1% | -18.2% |
| Financial Solutions Advisory Group, Inc. | Wealth advisor | 1.3M | $39.6M | 5.5% | — |
| Summit Asset Management, LLC | Wealth advisor | 1.3M | $39.3M | 5.5% | +0.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.2M | $38.5M | 0.0% | -15.0% |
| BLB&B Advisors, LLC | Wealth advisor | 1.2M | $37.7M | 1.6% | -1.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.2M | $36.7M | 0.0% | +61.5% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 1.1M | $35.3M | 1.1% | +71.1% |
| Mokosak Advisory Group, LLC | Wealth advisor | 1.1M | $35.2M | 8.8% | -0.3% |
| Chicago Partners Investment Group LLC | Wealth advisor | 1.0M | $34.3M | 0.8% | +6.8% |
| SAGE FINANCIAL GROUP INC | Wealth advisor | 984.4K | $30.5M | 2.0% | +1.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 925.2K | $28.6M | 0.1% | +7.6% |
| High Note Wealth, LLC | Wealth advisor | 903.9K | $28.0M | 5.5% | +0.6% |
| CHOREO, LLC | Wealth advisor | 886.9K | $27.5M | 0.3% | +1044.1% |
| Gemmer Asset Management LLC | Wealth advisor | 885.4K | $27.4M | 2.2% | -5.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 869.7K | $26.9M | 0.0% | -1.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 865.3K | $26.8M | 0.0% | -18.5% |
| Focus Partners Wealth | Wealth advisor | 840.8K | $26.0M | 0.0% | -0.6% |
| Corient Private Wealth LLC | Diversified mechanical | 828.2K | $25.6M | 0.0% | -52.4% |
| Northeast Financial Group, Inc. | Wealth advisor | 807.7K | $25.0M | 6.7% | -9.3% |
| Curi Capital, LLC | Other | 798.8K | $24.7M | 0.4% | -7.0% |
| IFP Advisors, Inc | Wealth advisor | 774.9K | $24.0M | 0.5% | -0.4% |
| Seneca Financial Advisors LLC | Wealth advisor | 761.0K | $23.6M | 6.9% | +3.9% |
| Koshinski Asset Management, Inc. | Wealth advisor | 759.2K | $23.5M | 1.5% | +2.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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