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 1,059 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 $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,358,564
shares
|
$39.6 Million
0.09% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,239,829
shares
|
$36.2 Million
5.75% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
1,238,595
shares
|
$36.1 Million
1.67% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,153,744
shares
|
$33.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 26.9%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,096,069
shares
|
$32 Million
8.5% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,065,442
shares
|
$31.1 Million
3.5% of portfolio
|
Q4 2024
Added 194.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,050,987
shares
|
$30.6 Million
0.04% of portfolio
|
Q3 2025
Added 87.46%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
993,325
shares
|
$29 Million
2.47% of portfolio
|
Q3 2025
Reduced 29.46%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
961,762
shares
|
$28 Million
1.94% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
954,255
shares
|
$27.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
932,529
shares
|
$27.2 Million
0.83% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
922,911
shares
|
$26.9 Million
2.3% of portfolio
|
Q4 2024
Added 212.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
880,376
shares
|
$25.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
874,234
shares
|
$25.5 Million
5.37% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
871,007
shares
|
$25.4 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
862,311
shares
|
$25.1 Million
2.96% of portfolio
|
Q2 2023
Added 3.33%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
858,778
shares
|
$25 Million
0.73% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
850,051
shares
|
$24.8 Million
6.27% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
836,304
shares
|
$24.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
782,907
shares
|
$22.8 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
761,764
shares
|
$22.2 Million
1.93% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
750,944
shares
|
$21.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
743,962
shares
|
$21.7 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
733,670
shares
|
$21.4 Million
0.03% of portfolio
|
Q3 2025
Added 14.39%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
710,849
shares
|
$20.7 Million
1.42% of portfolio
|
Q3 2025
Added 2.81%
|
|