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 $8.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
57,671
shares
|
$1.7 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
57,349
shares
|
$1.69 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
56,433
shares
|
$1.66 Million
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
56,170
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
56,102
shares
|
$1.65 Million
0.22% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
55,952
shares
|
$1.65 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
55,856
shares
|
$1.65 Million
0.25% of portfolio
|
Q3 2025
Reduced 24.08%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
55,684
shares
|
$1.64 Million
0.4% of portfolio
|
Q3 2025
Reduced 24.9%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
55,551
shares
|
$1.64 Million
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
55,247
shares
|
$1.63 Million
0.15% of portfolio
|
Q3 2025
Added 2669.27%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
55,104
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
54,701
shares
|
$1.61 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
54,356
shares
|
$1.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Chandler Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
54,347
shares
|
$1.6 Million
0.26% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
54,230
shares
|
$1.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
54,201
shares
|
$1.6 Million
0.16% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
54,011
shares
|
$1.59 Million
0.37% of portfolio
|
Q3 2025
Reduced 32.3%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
53,965
shares
|
$1.59 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
53,678
shares
|
$1.58 Million
0.5% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
53,604
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
53,440
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
53,144
shares
|
$1.57 Million
1.24% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
52,493
shares
|
$1.55 Million
1.35% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
52,088
shares
|
$1.54 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
52,059
shares
|
$1.53 Million
0.65% of portfolio
|
Q4 2024
Added 232.67%
|