SCHM
ETF

Schwab U.S. Mid-Cap ETF

US MID-CAP ETF As of Jun 30, 2026 CUSIP 808524508
Institutional Holders
1,066
Total Held Value
$10.00B
Total Exact Shares
276.41M
Largest Holder
Financial Engines Advisors
51.77M shares • $1.91B
Reported Holders1,066
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Financial Engines Advisors $1.91B 3.4% -8.9% 51.77M Jun 30, 2026
2 Creative Planning $1.07B 0.6% -1.4% 29.02M Jun 30, 2026
3 Northwestern Mutual Wealth Management $463.4M 0.2% +8.0% 12.57M Jun 30, 2026
4 Moneta Group Investment Advisors $433.9M 3.2% +4.4% 11.77M Jun 30, 2026
5 Jones Financial Companies $266.2M 0.1% +53.4% 7.35M Jun 30, 2026
6 Advisory Alpha $257.5M 6.3% -2.3% 6.98M Jun 30, 2026
7 HighTower Advisors $226.7M 0.2% -9.7% 6.15M Jun 30, 2026
8 Cerity Partners $198.5M 0.2% +4.0% 5.73M Jun 30, 2026
9 Legacy Wealth Management
Filing dated Sep 30, 2026
 $147.3M 7.8% +1.0% 4.33M Sep 30, 2026
10 Wealth Enhancement Advisory Services
Filing dated Sep 30, 2026
 $118.5M 0.2% +3.7% 3.44M Sep 30, 2026
11 Savant Capital $114.6M 0.3% +574.5% 3.23M Jun 30, 2026
12 JMG Financial Group $113.4M 2.7% -0.2% 3.07M Jun 30, 2026
13 Fragasso Financial Advisors
Filing dated Sep 30, 2026
 $100.1M 5.0% +0.7% 2.89M Sep 30, 2026
14 Mariner $96.9M 0.1% -3.7% 2.63M Jun 30, 2026
15 UBS Group $84.3M <0.1% -0.5% 2.29M Jun 30, 2026
16 LPL Financial $74.4M <0.1% +4.7% 2.02M Jun 30, 2026
17 Raymond James Financial $68.6M <0.1% +1.9% 1.86M Jun 30, 2026
18 Advocacy Wealth Management $63.2M 2.3% +8.5% 1.72M Jun 30, 2026
19 Waverly Advisors $62.7M 0.4% -0.2% 1.70M Jun 30, 2026
20 Morgan Stanley $60.8M <0.1% -2.6% 1.65M Jun 30, 2026
Exited in Latest Filing41
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.