SCHM institutional holders

Schwab U.S. Mid Cap ETF · 1,109 reporting institutions · $10.3B reported value

Funds that can replace SCHM · SCHM return decomposition

Institutional holdings

Institutions reporting SCHM, largest first
InstitutionReported positionAdvisors at firmReport period
Edelman Financial Engines$1.9B7222026-06-30
Creative Planning$1.1B1,1712026-06-30
Northwestern Mutual Wealth Management Co$463.4M02026-06-30
Moneta Group Investment Advisors LLC$433.9M2562026-06-30
Jones Financial Companies LLLP$266.2M02026-06-30
Advisory Alpha, LLC$257.5M662026-06-30
Hightower Advisors, LLC$226.7M1,0462026-06-30
Cerity Partners LLC$198.5M7772026-06-30
Legacy Wealth Management, LLC$158M152026-06-30
Wealth Enhancement Advisory Services, LLC$118.7M1,0262026-06-30
Savant Wealth Management$114.6M4052026-06-30
Jmg Financial Group, Ltd.$113.4M482026-06-30
Fragasso Financial Advisors Inc$105.7M252026-06-30
Mariner, LLC$96.9M02026-06-30
UBS Group AG$84.3M02026-06-30
Lpl Financial LLC$74.4M23,4582026-06-30
Raymond James Financial Inc$68.6M02026-06-30
Prime Capital Financial$67.5M2652026-06-30
Advocacy Wealth Management, LLC$63.2M302026-06-30
Waverly Advisors, LLC$62.7M2312026-06-30
Exencial Wealth Advisors, LLC$62.3M02026-03-31
Morgan Stanley$60.8M23,1852026-06-30
Charles Schwab Investment Management Inc$60.4M372026-06-30
Envestnet Pmc$57.2M602026-06-30
93 Financial Group, LLC$55.3M52026-06-30
Beacon Pointe Advisors, LLC$54.7M4662026-06-30
Captrust Financial Advisors$52.4M9622026-06-30
Cetera Investment Advisers$52.3M10,3702026-06-30
Ameriprise Financial Inc$46.7M02026-06-30
Summit Asset Management, LLC$46.4M62026-06-30
Financial Solutions Advisory Group$45.7M82026-06-30
Dynamic$44.2M752026-06-30
Blb&b Advisors, LLC$44.1M202026-06-30
Summit Financial Strategies, Inc.$41.7M202026-06-30
Focus Partners Wealth$41.7M1,0482026-06-30
Mokosak Advisory Group, LLC$41.7M42026-06-30
Chicago Partners Investment Group LLC$38.6M572026-06-30
Sage Financial Group Inc$37.1M202026-06-30
Bank of America Corp /de$35.6M02026-06-30
High Note Wealth, LLC$33.8M42026-06-30
Blackrock, Inc.$32.7M02026-06-30
Mercer Global Advisors Inc /adv$32.2M02026-06-30
Choreo, LLC$32.1M1482026-06-30
Gemmer Asset Management LLC$31.8M82026-06-30
Johnson Investment Counsel Inc$30.1M652026-06-30
Ifp Advisors, Inc$28.6M3182026-06-30
Koshinski Asset Management, Inc.$28.4M692026-06-30
Seneca Financial Advisors LLC$28.3M62026-06-30
Osaic Holdings, Inc.$28.3M02026-06-30
Financial Planning Navigators Corp$26.9M52026-06-30
Berkshire Asset Management Llc/pa$26.9M72026-06-30
Corient Private Wealth LP$25.3M6742026-06-30
Compass Advisors$25.3M52026-06-30
Rkl Private Wealth$25.2M292026-06-30
Curi Capital, LLC$25.2M942026-06-30
Northeast Financial Group, Inc.$25M12026-03-31
Bleakley Financial Group, LLC$24.9M1242026-06-30
Aventura Private Wealth, LLC$24.8M32026-06-30
Lutz Financial Services LLC$24.8M152026-06-30
Noble Family Wealth, LLC$24.6M62026-06-30
Modera Wealth Management, LLC$24.6M1352026-06-30
Fas Wealth Partners, Inc.$24.6M232026-06-30
Salem Investment Counselors Inc$23.7M132026-06-30
Mai Capital Management$22.6M3082026-06-30
Onedigital Investment Advisors LLC$21M3862026-06-30
Plante Moran Financial Advisors$20.9M1312026-06-30
Bangor Savings Bank$19.8M02026-06-30
Triangle Wealth Management$19.6M102026-06-30
Goldman Sachs Group Inc$19.5M02026-06-30
Curbstone Financial Management Corp$19.1M62026-06-30
Denver Pwm, LLC$18.8M72026-06-30
Fortis Capital Management LLC$18.5M152026-06-30
Asset Management Group, Inc.$18.4M22026-06-30
Lodestar Private Asset Management LLC$18.2M52026-06-30
Sherwood Financial Partners, LLC$18.2M32026-06-30
Marshall Financial Group Inc /adv$18.1M02025-09-30
Pittenger & Anderson Inc$18M142026-06-30
Womack Financial LLC$17.9M32026-06-30
Aqr Capital Management LLC$17.9M12026-06-30
Harbor Group, Inc.$17.6M92026-06-30
Hhm Wealth Advisors, LLC$17.4M122026-06-30
Spinnaker Investment Group, LLC$17.4M82026-06-30
Ima Advisory Services, Inc.$17.4M482026-06-30
Farther Finance Advisors, LLC$17.3M3342026-06-30
Focus Financial$17.1M1212026-06-30
Clearwater Capital Advisors, LLC$17.1M152026-06-30
Wells Fargo & Company/mn$17.1M02026-06-30
Two Sigma Investments, LP$17M02026-06-30
Trinity Legacy Partners, LLC$16.9M62026-06-30
Kestra Advisory Services, LLC$16.8M1,4792026-06-30
Courage Miller Partners, LLC$16.8M32026-06-30
Schneider Downs Wealth Management Advisors, LP$16.7M222026-06-30
Rockefeller Capital Management LP$16.5M3462026-06-30
First National Corp /ma/ /adv$16.3M02025-09-30
Pacific Sage Partners, LLC$16.2M42026-06-30
White & Co Financial Planning Inc$16.2M42026-06-30
Fifth Third Securities, Inc.$16M1,0142026-06-30
Benjamin Edwards Inc$16M02026-06-30
Clear Creek Financial Management, LLC$15.9M442026-06-30
Cannon Capital Management, Inc.$15.7M42026-06-30
Jpmorgan Chase & Co$15.2M02026-06-30
Horizon Financial Services, LLC$14.9M62026-06-30
MML Investors Services, LLC$14.7M5,1202026-06-30
St. Johns Investment Management Company, LLC$14.6M32026-06-30
Peak Financial Management, Inc.$14.5M72026-06-30
St. Louis Trust Co$14.3M02026-06-30
North Star Asset Management Inc$14.3M132026-06-30
Avior Wealth Management, LLC$14.1M692026-06-30
Whittier Trust Co of Nevada Inc$14M02026-06-30
River's Edge Wealth Management, LLC$13.9M42026-06-30
Kavar Capital Partners Group, LLC$13.9M42026-06-30
Hb Wealth Management, LLC$13.7M1692026-06-30
Brand Asset Management Group, Inc.$13.7M152026-06-30
Valley National Advisers Inc$13.5M142026-06-30
Towercrest Capital Management, LLC$13.4M12026-06-30
Alliance Wealth Management Group, LLC$13.4M52026-06-30
Family Legacy Financial Solutions, LLC$13.4M52026-06-30
Davenport & Co LLC$13.4M3392026-06-30
Ausdal Financial Partners, Inc.$13.2M1892026-06-30
Lincoln Capital Corp$12.9M32026-06-30
Simplicity Wealth, LLC$12.8M02026-06-30
Clearstead; Clearstead Advisory Solutions$12.8M642026-06-30
Strategic Family Wealth Counselors, LLC$12.8M42026-06-30
Christensen, King & Associates Investment Services, Inc.$12.8M92026-06-30
Elwood & Goetz Wealth Advisory Group, LLC$12.7M212026-06-30
Money Concepts Capital Corp$12.6M3892026-06-30
Lexaurum Advisors, LLC$12.6M352026-06-30
Omega Financial Group, LLC$12.6M52026-06-30
Missouri Trust & Investment Co$12.4M02026-06-30
Nadler Financial Group, Inc.$12.3M162026-06-30
Milestone Investment Advisors LLC$12.3M72026-06-30
Leavell Investment Management, Inc.$12.2M252026-06-30
Truist Financial Corp$12.2M02026-06-30
Bush Investment Group, LLC$12M62026-03-31
Black Diamond Financial, LLC$11.9M122026-06-30
Sightline Wealth Advisors, LLC$11.9M42026-06-30
Provise Management Group, LLC$11.8M192026-06-30
Odyssey Group, LLC$11.7M42026-06-30
Lee Financial Co$11.7M312026-06-30
Hbk Sorce Advisory LLC$11.6M732026-06-30
Bernard Wealth Management Corp.$11.5M32026-06-30
Blue Square Asset Management, LLC$11.5M72026-06-30
Larson Financial Group LLC$11.4M672026-06-30
Main Street Financial Solutions, LLC$11.4M412026-06-30
Commonwealth Equity Services, LLC$11.3M2,8632026-06-30
Gradient Capital Advisors, LLC$11.1M52026-06-30
Tiller Private Wealth, Inc.$11M52026-06-30
Allworth Financial, LP$10.8M3172026-06-30
Valley Forge Investment Consultants Inc Adv$10.5M02026-06-30
Patriot Investment Management Group, Inc.$10.3M152026-06-30
Monetary Solutions, Ltd$10.3M22026-06-30
Pps&v Asset Management Consultants, Inc.$10M32026-06-30
American Money Management, LLC$10M112026-06-30
Moisand Fitzgerald Tamayo, LLC$9.6M102026-06-30
Baird Financial Group, Inc.$9.3M02026-06-30
Sunbelt Securities, Inc.$9.2M632026-03-31
Cary Street Partners Financial LLC$9.2M02026-06-30
Arbor Trust Wealth Advisors, LLC$9.1M32026-06-30
Trust Point Inc.$9.1M02026-06-30
Cathy Pareto & Associates, Inc$9M52026-06-30
Scarborough Advisors, LLC$9M152026-06-30
Meridian Wealth Management, LLC$9M582026-06-30
Brookstone Capital Management$9M3372026-06-30
Gill Capital Partners$9M102026-06-30
James J. Burns & Company, LLC$9M62026-06-30
Royal Bank of Canada$8.9M02026-06-30
Cresset Asset Management, LLC$8.9M2122026-06-30
Private Advisor Group, LLC$8.8M9272026-06-30
Whittier Trust Co$8.5M02026-06-30
Meridian Wealth Partners, LLC$8.5M102026-06-30
Broadleaf Partners, LLC$8.4M32026-06-30
Wealth Enhancement Trust Services, Inc.$8.2M02026-06-30
McCarthy Asset Management, Inc.$8.1M22026-06-30
Cantor Fitzgerald Investment Advisors LP$8M322026-06-30
Peterson Wealth Advisors, LLC$8M142026-06-30
Visionary Wealth Advisors$7.7M462026-06-30
Dhjj Financial Advisors, Ltd.$7.7M72026-06-30
Jacobi Capital Management LLC$7.7M322026-06-30
Merit Financial Group, LLC$7.5M2952026-06-30
Financial Synergies Wealth Advisors, Inc.$7.3M172026-06-30
Kohmann Bosshard Financial Services, Llc.$7.2M32026-06-30
Advisornet Wealth Partners$7.2M582026-06-30
Cape Investment Advisory, Inc.$7.2M352026-06-30
Oneascent Financial Services LLC$7.1M852026-06-30
Yale Capital Corp.$7.1M52026-06-30
Newton One Investments LLC$7M32026-06-30
Reston Wealth Management LLC$7M42026-06-30
Oxenfree Capital LLC$7M82026-06-30
Gleason Group, Inc.$6.9M62026-06-30
Wealthspire Advisors, LLC$6.9M2372026-06-30
Fmr LLC$6.8M02026-06-30
Moneywise, Inc.$6.8M02026-06-30
Pure Financial Advisors, LLC$6.7M882026-06-30
Powers Advisory Group, LLC$6.7M42026-06-30
Madden Advisory Services, Inc.$6.7M22026-06-30
Creekside Partners$6.7M22026-06-30
Ballast Rock Private Wealth LLC$6.7M102026-06-30
Lido Advisors, LLC$6.6M3202026-06-30
Destination Wealth Management$6.5M372026-06-30
Mengis Capital Management, Inc.$6.4M62026-06-30
Anchor Investment Management, LLC$6.4M62026-03-31
Enclave Advisors, LLC$6.2M32026-06-30
Tmb Capital Partners, LLC$6.1M42026-06-30
Downshift Financial, LLC$5.9M32026-06-30
Capital Planning LLC$5.9M52026-06-30
Diversify Advisory Services, LLC$5.8M1162026-06-30
Diversify Wealth Management, LLC$5.8M782026-06-30
Summitpoint Capital Management$5.6M22026-06-30
Hilltop Wealth Advisors, LLC$5.6M112026-06-30
Steele Capital Management, Inc.$5.6M152026-06-30
Newman Dignan & Sheerar, Inc.$5.5M62026-06-30
Game Plan Financial Advisors, LLC$5.5M22026-06-30
Birchbrook, Inc.$5.4M62026-06-30
Columbus MacRo, LLC$5.3M52026-06-30
Family Investment Center, Inc.$5.3M122026-06-30
Selby Wealth Management$5.3M32026-06-30
Kingswood Wealth Advisors, LLC$5.3M1232026-06-30
Schaeffer Financial LLC$5.3M52026-06-30
Alpha Omega Wealth Management LLC$5.2M92026-06-30
Cwm, LLC$5.1M6672026-03-31
Independent Solutions Wealth Management, LLC$5.1M302026-06-30
Rfg Advisory, LLC$5.1M1912026-06-30
Blue Bell Private Wealth Management, LLC$5M112026-06-30
Code Waechter LLC$5M52026-06-30
Modern Wealth Management, LLC$5M1612026-06-30
Sagevest Wealth Management$5M42026-06-30
Balanced Wealth Group LLC$4.9M52026-06-30
Perigon Wealth Management, LLC$4.9M922026-06-30
United Advisor Group, LLC$4.9M582026-06-30
Roundview Capital, LLC$4.9M52026-06-30
Apollon Wealth Management, LLC$4.9M1512026-06-30
Arcataur Capital Management LLC$4.9M72026-06-30
Stifel Financial Corp$4.8M02026-06-30
Beacon Bridge Wealth Partners, LLC$4.8M62026-06-30
TD Private Client Wealth LLC$4.8M5352026-06-30
Valpey Financial Services, LLC$4.8M22026-06-30
Acorn Wealth Advisors, LLC$4.8M52026-06-30
Compass Financial Group, Inc/sd$4.7M72026-06-30
Apollon Financial, LLC$4.7M202026-06-30
Citizens Financial Group Inc/ri$4.7M02026-06-30
Great Valley Advisor Group, LLC$4.6M2052026-06-30
Fort Point Capital Partners LLC$4.6M202026-06-30
Wescap Management Group, Inc.$4.4M62026-06-30
Susquehanna International Group, LLP$4.4M02026-06-30
Richardson Capital Management LLC$4.4M72026-06-30
Equitable Holdings, Inc.$4.3M02026-06-30
Lowe Brockenbrough & Co Inc$4.3M152026-06-30
Cfg Wealth Management Services Inc$4.3M22026-06-30
Providence First Trust Co$4.3M02026-06-30
Councilor Wealth, LLC$4.2M102026-06-30

The 250 largest of 1,109 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30