$SCHM is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.74%, with an average of 0.25% of portfolio. Largest holder: ProVise Management Group, LLC at 0.74%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SCHWAB US MID-CAP ETF
13F holders
987
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 987 · Source: 13F-HR01
Crestline Management, LP
—
—
02
Castlekeep Investment Advisors LLC
—
—
03
1834 Investment Advisors Co.
—
—
04
Marietta Investment Partners LLC
—
—
05
Evensky & Katz LLC
—
—
06
American Asset Management Inc.
—
—
07
Private Harbour Investment Management & Counsel, LLC
—
—
08
Banyan Capital Management, Inc.
—
—
09
Legacy Wealth Management, Inc
—
—
10
Ironwood Financial, llc
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
14 holders · Q1 202601
ProVise Management Group, LLC
0.74% NEW
α +11.2pts
02
Long Island Wealth Management, Inc.
0.74% NEW
α +21.8pts
03
Independent Solutions Wealth Management, LLC
0.66% NEW
α +19.1pts
04
Pittenger & Anderson Inc.
0.57% NEW
α +21.3pts
05
Barnett & Company, Inc.
0.19% NEW
α +12.6pts
06
RFG Advisory, LLC
0.13% NEW
α +16.2pts
07
Condor Capital Management
0.09% held
α +23.6pts
08
Venture Visionary Partners LLC
0.07% held
α +10.3pts
09
Walkner Condon Financial Advisors LLC
0.03% held
α +23.7pts
10
Bradley Foster & Sargent INC
0.03% held
α +11.1pts
11
Principal Securities, Inc.
0.01% held
α +21.3pts
12
Johnson Financial Group, Inc.
0.01% held
α +14.7pts
13
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
14
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SCHM in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SCHM in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SCHM lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SCHM — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:05 UTC.