SCHWAB US MID CAP ETF

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SCHM·808524508·US·ETF·Unknown - Unknown

SCHM (SCHWAB US MID CAP ETF) is held by 111 institutional investors as of Q2 2026. Largest holders: Financial Engines Advisors L.L.C. ($1.9B), Creative Planning ($1.1B), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($463.4M). Net institutional sentiment: Mixed.

111

Holders

(21 Elite)

$6.2B

Total Value

62% (110)

Consensus

68 buying - 42 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)41

Insider (Form 4)64

Activist (13D/13G)44

Congressional (STOCK Act)77

Holder Quality

20

★★★★★

Elite

42

★★★★

Strong

28

★★★

Solid

66

★★

Below

11

★

Weak

Held by 111 funds

21 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SCHM.

Top Holders

Top Holders (111)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Financial Engines Advisors L.L.C.	Decreased	51.8M(-8.9%)	$1.9B	3.4%	+44.64%	0
Creative Planning	Decreased	29M(-1.4%)	$1.1B	0.6%	+49.35%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	12.6M(+8.0%)	$463.4M	0.2%	+32.92%	40
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	11.8M(+4.4%)	$433.9M	3.2%	+33.77%	60
JONES FINANCIAL COMPANIES LLLP	Increased	7.3M(+53.4%)	$266.2M	0.1%	+13.71%	52
HighTower Advisors, LLC	Decreased	6.1M(-9.7%)	$226.7M	0.2%	+42.78%	0
Cerity Partners LLC	Increased	5.7M(+4.0%)	$198.5M	0.2%	+34.39%	38
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	3.3M(-3.0%)	$118.7M	0.2%	+42.75%	0
Savant Capital, LLC	Increased	3.2M(+574.5%)	$114.6M	0.3%	+2.17%	58
Mariner, LLC	Decreased	2.6M(-3.7%)	$96.9M	0.1%	+36.80%	0
UBS Group AG	Decreased	2.3M(-0.5%)	$84.3M	0.0%	+24.09%	0
LPL Financial LLC	Increased	2M(+4.7%)	$74.4M	0.0%	+38.99%	31
RAYMOND JAMES FINANCIAL INC	Increased	1.9M(+1.9%)	$68.6M	0.0%	+31.27%	30
WAWaverly Advisors, LLC	Decreased	1.7M(-0.2%)	$62.7M	0.4%	+37.89%	0
MORGAN STANLEY	Decreased	1.6M(-2.6%)	$60.8M	0.0%	+31.20%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	1.6M(+38.2%)	$60.4M	0.0%	+10.92%	39
ENVESTNET ASSET MANAGEMENT INC	Increased	1.6M(+9.9%)	$57.2M	0.0%	+20.86%	32
CAPTRUST FINANCIAL ADVISORS	Increased	1.4M(+1.3%)	$52.4M	0.1%	+38.61%	30
Cetera Investment Advisers	Increased	1.4M(+10.4%)	$52.3M	0.0%	+22.22%	32
AMERIPRISE FINANCIAL INC	Increased	1.3M(+1.9%)	$46.7M	0.0%	+44.49%	30

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer