Schwab U.S. Mid-Cap ETF (SCHM)

ETF ยท NYSE Arca

Schwab U.S. Mid-Cap ETF (SCHM) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 13, 2011.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
January 13, 2011

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 1,065 institutions reported holding SCHM, with 271.1 million shares worth $10.0 billion in aggregate. The largest reported holder was Financial Engines Advisors, with 51.8 million shares worth $1.9 billion. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Financial Engines Advisors51,767,947$1.9BReduced 8.92%
Creative Planning29,016,208$1.1BReduced 1.41%
Northwestern Mutual Wealth Management12,568,632$463MAdded 7.99%
Moneta Group Investment Advisors11,767,147$434MAdded 4.43%
Jones Financial Companies Lllp7,349,241$266MAdded 53.4%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SCHM?

Schwab U.S. Mid-Cap ETF (SCHM) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 13, 2011.

Who are the largest institutional holders of SCHM?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SCHM were Financial Engines Advisors, Creative Planning and Northwestern Mutual Wealth Management.

How many institutions own SCHM?

1,065 institutions reported a position in SCHM for the quarter ended June 30, 2026, worth $10.0 billion in total.

Did institutions buy or sell SCHM last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for SCHM.

Every reported institutional holder, plus insider and congressional trades in SCHM, on SentiSense.