Who Owns CHARLES SCH US MC ETF (SCHM)? -- Institutional Holders (2026-06-30)

1,109 institutions reported holding $10.28B of CHARLES SCH US MC ETF (SCHM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Engines Advisors L.L.C. ($1.91B), Creative Planning ($1.07B), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($463.4M), MONETA GROUP INVESTMENT ADVISORS LLC ($433.9M), JONES FINANCIAL COMPANIES LLLP ($266.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Financial Engines Advisors L.L.C.$1.91B51.8MTrimmed
2Creative Planning$1.07B29.0MTrimmed
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$463.4M12.6MAdded
4MONETA GROUP INVESTMENT ADVISORS LLC$433.9M11.8MAdded
5JONES FINANCIAL COMPANIES LLLP$266.2M7.3MAdded
6Advisory Alpha, LLC$257.5M7.0MTrimmed
7HighTower Advisors, LLC$226.7M6.1MTrimmed
8Cerity Partners LLC$198.5M5.7MAdded
9Legacy Wealth Management, Inc$158.0M4.3MTrimmed
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$118.7M3.3MTrimmed
11Savant Capital, LLC$114.6M3.2MAdded
12JMG Financial Group, Ltd.$113.4M3.1MTrimmed
13Fragasso Financial Advisors Inc$105.7M2.9MTrimmed
14Mariner, LLC$96.9M2.6MTrimmed
15UBS Group AG$84.3M2.3MTrimmed
16LPL Financial LLC$74.4M2.0MAdded
17RAYMOND JAMES FINANCIAL INC$68.6M1.9MAdded
18Prime Capital Investment Advisors, LLC$67.5M1.8MTrimmed
19Advocacy Wealth Management, LLC$63.2M1.7MAdded
20Waverly Advisors, LLC$62.7M1.7MTrimmed
21MORGAN STANLEY$60.8M1.6MTrimmed
22Sixth Street Partners Management Company, L.P.$60.4M1.6MNew
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$60.4M1.6MAdded
24ENVESTNET ASSET MANAGEMENT INC$57.2M1.6MAdded
2593 Financial Group, LLC$55.3M1.5MTrimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30