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 |
|---|---|---|---|---|---|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
8,152
shares
|
$240,239
0.22% of portfolio
|
Q2 2025
Reduced 34.28%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
8,150
shares
|
$240,180
0.14% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
8,105
shares
|
$238,854
0.04% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
8,064
shares
|
$237,646
0.01% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
8,044
shares
|
$237,056
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
8,038
shares
|
$236,879
0.12% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
8,006
shares
|
$235,936
0.0% of portfolio
|
Q2 2025
Reduced 37.3%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
7,977
shares
|
$235,082
0.02% of portfolio
|
Q3 2025
Reduced 42.13%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
7,971
shares
|
$234,905
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
7,955
shares
|
$234,433
0.03% of portfolio
|
Q3 2025
Reduced 21.47%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
7,940
shares
|
$233,991
0.0% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
7,896
shares
|
$232,695
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
7,893
shares
|
$232,606
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
7,875
shares
|
$232,076
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
7,748
shares
|
$228,333
0.06% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
7,710
shares
|
$227,213
0.02% of portfolio
|
Q3 2025
Reduced 21.41%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
7,686
shares
|
$226,506
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
7,680
shares
|
$226,329
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
7,634
shares
|
$224,973
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
7,594
shares
|
$223,795
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
7,515
shares
|
$221,467
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
7,512
shares
|
$221,378
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Osprey Private Wealth LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
7,503
shares
|
$221,113
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
7,468
shares
|
$220,081
0.0% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
7,428
shares
|
$218,903
0.02% of portfolio
|
Q2 2025
New holding
|