SCHM
Schwab U.S. Mid-Cap ETF$31.02-0.54 (-1.72%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$6.244537174321087e+251T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Anchor Investment Management, LLC | 207,667 | $6.2B | 0.51% | Share |
| 2 | Financial Engines Advisors L.L.C. | 57,971,734 | $1.7B | 3.30% | Share |
| 3 | Creative Planning | 29,041,686 | $873.0M | 0.62% | Share |
| 4 | MONETA GROUP INVESTMENT ADVISORS LLC | 10,669,428 | $320.0M | 2.42% | Share |
| 5 | Advisory Alpha, LLC | 8,355,080 | $251.2M | 6.84% | Share |
| 6 | HighTower Advisors, LLC | 6,950,893 | $209.0M | 0.23% | Share |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,748,603 | $180.5M | 0.24% | Share |
| 8 | Cerity Partners LLC | 4,732,410 | $142.0M | 0.21% | Share |
| 9 | Legacy Wealth Management, Inc | 4,319,152 | $129.9M | 7.48% | Share |
| 10 | JMG Financial Group, Ltd. | 3,148,832 | $94.7M | 2.66% | Share |
| 11 | JONES FINANCIAL COMPANIES LLLP | 3,055,793 | $91.0M | 0.06% | Share |
| 12 | Fragasso Financial Advisors Inc | 2,980,496 | $89.6M | 5.43% | Share |
| 13 | THRIVENT FINANCIAL FOR LUTHERANS | 1,999,804 | $60.0M | 0.11% | Share |
| 14 | LPL Financial LLC | 1,919,240 | $57.0M | 0.02% | Share |
| 15 | Mariner, LLC | 1,888,391 | $56.0M | 0.07% | Share |
| 16 | MORGAN STANLEY | 1,793,636 | $53.0M | 0.00% | Share |
| 17 | Waverly Advisors, LLC | 1,741,785 | $52.0M | 0.42% | Share |
| 18 | Prime Capital Investment Advisors, LLC | 1,644,012 | $49.4M | 0.60% | Share |
| 19 | EXENCIAL WEALTH ADVISORS, LLC | 1,623,745 | $48.8M | 1.54% | Share |
| 20 | 93 Financial Group, LLC | 1,616,678 | $48.6M | 21.17% | Share |
| 21 | Summit Financial Strategies, Inc. | 1,568,534 | $47.2M | 3.88% | Share |
| 22 | Advocacy Wealth Management, LLC | 1,559,425 | $46.9M | 1.96% | Share |
| 23 | AMERIPRISE FINANCIAL INC | 1,462,304 | $43.0M | 0.01% | Share |
| 24 | RAYMOND JAMES FINANCIAL INC | 1,430,184 | $43.0M | 0.01% | Share |
| 25 | CAPTRUST FINANCIAL ADVISORS | 1,412,072 | $42.0M | 0.08% | Share |
| 26 | Beacon Pointe Advisors, LLC | 1,375,638 | $41.0M | 0.29% | Share |
| 27 | Summit Asset Management, LLC | 1,260,594 | $37.9M | 5.36% | Share |
| 28 | BLB&B Advisors, LLC | 1,232,416 | $37.1M | 1.55% | Share |
| 29 | Cetera Investment Advisers | 1,173,633 | $35.0M | 0.04% | Share |
| 30 | Mokosak Advisory Group, LLC | 1,138,481 | $34.2M | 8.59% | Share |
| 31 | MERCER GLOBAL ADVISORS INC /ADV | 1,061,312 | $31.0M | 0.05% | Share |
| 32 | Chicago Partners Investment Group LLC | 951,922 | $30.5M | 0.75% | Share |
| 33 | SAGE FINANCIAL GROUP INC | 974,044 | $29.3M | 1.94% | Share |
| 34 | UBS Group AG | 946,250 | $28.5M | 0.00% | Share |
| 35 | Gemmer Asset Management LLC | 939,794 | $28.3M | 2.18% | Share |
| 36 | High Note Wealth, LLC | 898,247 | $27.0M | 5.29% | Share |
| 37 | Northeast Financial Group, Inc. | 890,432 | $26.8M | 6.06% | Share |
| 38 | Corient Private Wealth LLC | 858,257 | $25.8M | 0.03% | Share |
| 39 | Focus Partners Wealth | 845,556 | $25.0M | 0.03% | Share |
| 40 | Cambridge Investment Research Advisors, Inc. | 859,496 | $25.0M | 0.07% | Share |
| 41 | Curi Capital, LLC | 824,727 | $24.0M | 0.42% | Share |
| 42 | IFP Advisors, Inc | 778,263 | $23.0M | 0.52% | Share |
| 43 | RKL Wealth Management LLC | 761,000 | $22.9M | 1.88% | Share |
| 44 | Koshinski Asset Management, Inc. | 743,412 | $22.4M | 1.44% | Share |
| 45 | Financial Planning Navigators CORP | 740,491 | $22.3M | 10.22% | Share |
| 46 | Seneca Financial Advisors LLC | 732,134 | $22.0M | 6.70% | Share |
| 47 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 733,648 | $22.0M | 0.00% | Share |
| 48 | Creative Planning | 750,823 | $22.0M | 0.02% | Share |
| 49 | Modera Wealth Management, LLC | 728,909 | $21.9M | 0.25% | Share |
| 50 | Compass Advisory Group LLC | 711,007 | $21.4M | 5.78% | Share |