Schwab U.S. Mid-Cap ETF (SCHM) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for SCHM. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Financial Engines Advisors | 51,767,947 | $1.9B | DECREASED |
| Creative Planning | 29,016,208 | $1.1B | DECREASED |
| Northwestern Mutual Wealth Management | 12,568,632 | $463M | INCREASED |
| Moneta Group Investment Advisors | 11,767,147 | $434M | INCREASED |
| Jones Financial Companies Lllp | 7,349,241 | $266M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Schwab U.S. Mid-Cap ETF on SentiSense.