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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,360,063
shares
|
$40.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 38.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,337,235
shares
|
$39.5 Million
0.09% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,239,829
shares
|
$36.6 Million
5.75% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
1,238,595
shares
|
$36.6 Million
1.67% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,096,069
shares
|
$32.4 Million
8.5% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,065,442
shares
|
$31.5 Million
3.5% of portfolio
|
Q4 2024
Added 194.56%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
993,325
shares
|
$29.3 Million
2.47% of portfolio
|
Q3 2025
Reduced 29.46%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
950,167
shares
|
$28.1 Million
1.97% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
946,333
shares
|
$28 Million
0.0% of portfolio
|
Q2 2025
Reduced 81.62%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
932,529
shares
|
$27.5 Million
0.83% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
922,911
shares
|
$27.3 Million
2.3% of portfolio
|
Q4 2024
Added 212.88%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
916,099
shares
|
$27.1 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
902,583
shares
|
$26.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.32%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
874,234
shares
|
$25.8 Million
5.37% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
862,311
shares
|
$25.5 Million
2.96% of portfolio
|
Q2 2023
Added 3.33%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
858,778
shares
|
$25.4 Million
0.73% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
848,323
shares
|
$25.1 Million
0.07% of portfolio
|
Q2 2025
Added 24.73%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
843,993
shares
|
$24.9 Million
6.9% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
831,548
shares
|
$24.6 Million
2.06% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
784,723
shares
|
$23.2 Million
0.67% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
782,977
shares
|
$23.1 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
750,944
shares
|
$22.2 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
707,937
shares
|
$20.9 Million
6.72% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
696,167
shares
|
$20.6 Million
6.74% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
691,444
shares
|
$20.4 Million
1.46% of portfolio
|
Q2 2025
Added 3.4%
|