ETF Holders

Who owns SCHM?

Small or mid cap

Schwab U.S. Mid-Cap ETF · Schwab

1,068 institutions reported holding SCHM, worth $10.2B, in Form 13F filings for June 30, 2026.

13F holders
1,068
Institutional value
$10.2B
Change from prior quarter
+20.7%
+$1.8B, with price moves
New and sold-out firms
114 / 36
357 added, 420 trimmed

Top 10 institutional holders of SCHM

FirmLocationValueSharesChange
Financial Engines Advisors L.L.C.Santa Clara, CA$1.9B51,767,947−5,067,671 shares
Creative PlanningOverland Park, KS$1.1B29,016,208−415,802 shares
Northwestern Mutual Wealth Management CoMilwaukee, WI$463.4M12,568,632+930,189 shares
Moneta Group Investment Advisors LLCSt Louis, MO$433.9M11,767,147+499,305 shares
Jones Financial Companies LLLPDes Peres, MO$266.2M7,349,241+2,558,214 shares
Advisory Alpha, LLCHolland, MI$257.5M6,983,767−167,760 shares
HighTower Advisors, LLCChicago, IL$226.7M6,149,219−660,451 shares
Cerity Partners LLCNew York, NY$198.5M5,729,822+219,018 shares
Legacy Wealth Management, LLCMemphis, TN$158.0M4,286,476−33,621 shares
Wealth Enhancement Advisory Services, LLCPlymouth, MN$118.7M3,315,880−102,935 shares
1,058 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: SCHM vs IWN, SCHM vs SDVY, SCHM vs SCHA, SCHM vs IWO.

Frequently asked questions

Who owns SCHM?

1,068 institutional managers reported holding SCHM in Form 13F filings for June 30, 2026, worth $10.2B in total. The largest reported position was held by Financial Engines Advisors L.L.C., at $1.9B.

Did institutions buy or sell SCHM last quarter?

Reported 13F value rose 20.7% from March 31, 2026, which includes price moves as well as buying and selling. 114 firms reported a new position and 36 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SCHM ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.