Institutional Ownership Schwab Strategic U.S. Mid Cap (SCHM)
This table provides information about the institutional ownership of Schwab Strategic U.S. Mid Cap (SCHM). We have compiled data on the 1,060 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $8.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
108,397
shares
|
$3.2 Million
2.38% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
107,906
shares
|
$3.19 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
107,342
shares
|
$3.17 Million
0.04% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
107,287
shares
|
$3.17 Million
1.45% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
107,122
shares
|
$3.16 Million
0.81% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
107,075
shares
|
$3.16 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
106,950
shares
|
$3.16 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
106,767
shares
|
$3.15 Million
1.2% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
106,296
shares
|
$3.14 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
105,734
shares
|
$3.12 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
105,217
shares
|
$3.11 Million
1.14% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
103,682
shares
|
$3.06 Million
0.0% of portfolio
|
Q2 2025
Added 652.25%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
103,179
shares
|
$3.05 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
103,019
shares
|
$3.04 Million
0.15% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
102,827
shares
|
$3.04 Million
0.98% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
102,820
shares
|
$3.04 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
102,700
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2025
Added 97709.52%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
101,842
shares
|
$3.01 Million
4.22% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
101,723
shares
|
$3 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
101,195
shares
|
$2.99 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
100,817
shares
|
$2.98 Million
2.48% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
100,713
shares
|
$2.98 Million
2.23% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
100,223
shares
|
$2.96 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
99,291
shares
|
$2.93 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
99,131
shares
|
$2.93 Million
0.02% of portfolio
|
Q2 2025
Added 2.16%
|