Who Owns Schwab US Mid-Cap ETF (SCHM)? -- Institutional Holders (2026-03-31)

1,047 institutions reported holding $8.58B of Schwab US Mid-Cap ETF (SCHM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Financial Engines Advisors L.L.C. ($1.76B), Creative Planning ($911.2M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($360.3M), MONETA GROUP INVESTMENT ADVISORS LLC ($348.9M), Advisory Alpha, LLC ($221.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Financial Engines Advisors L.L.C.$1.76B56.8MTrimmed
2Creative Planning$911.2M29.4MTrimmed
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$360.3M11.6MAdded
4MONETA GROUP INVESTMENT ADVISORS LLC$348.9M11.3MAdded
5Advisory Alpha, LLC$221.4M7.2MTrimmed
6HighTower Advisors, LLC$210.8M6.8MTrimmed
7Cerity Partners LLC$170.9M5.5MAdded
8JONES FINANCIAL COMPANIES LLLP$145.5M4.8MAdded
9Legacy Wealth Management, Inc$133.8M4.3MAdded
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$107.3M3.4MTrimmed
11JMG Financial Group, Ltd.$95.3M3.1MTrimmed
12Fragasso Financial Advisors Inc$92.0M2.9MTrimmed
13Mariner, LLC$84.5M2.7MAdded
14UBS Group AG$71.1M2.3MAdded
15Thrivent Financial for Lutherans$66.2M2.1MAdded
16EXENCIAL WEALTH ADVISORS, LLC$62.3M2.0MAdded
17LPL Financial LLC$59.7M1.9MAdded
18Prime Capital Investment Advisors, LLC$58.0M1.9MAdded
19RAYMOND JAMES FINANCIAL INC$56.5M1.8MAdded
20Waverly Advisors, LLC$52.7M1.7MTrimmed
21MORGAN STANLEY$52.4M1.7MTrimmed
2293 Financial Group, LLC$49.0M1.6MTrimmed
23Advocacy Wealth Management, LLC$49.0M1.6MAdded
24Beacon Pointe Advisors, LLC$45.9M1.5MAdded
25ENVESTNET ASSET MANAGEMENT INC$43.8M1.4MAdded

Source: SEC Form 13F filings · as of 2026-03-31