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 1,072 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $8.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
7,844
shares
|
$228,731
0.02% of portfolio
|
Q4 2025
Reduced 1.67%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
7,748
shares
|
$225,931
0.06% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Jan 29, 2026 Q4 2025 |
7,719
shares
|
$225,086
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
7,686
shares
|
$224,123
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
7,680
shares
|
$223,948
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
7,512
shares
|
$219,049
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
7,506
shares
|
$218,874
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Osprey Private Wealth LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
7,503
shares
|
$218,787
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
7,456
shares
|
$217,416
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
7,456
shares
|
$217,416
0.04% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jan 29, 2026 Q4 2025 |
7,439
shares
|
$216,921
0.01% of portfolio
|
Q4 2025
Reduced 29.53%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
7,428
shares
|
$216,600
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jan 27, 2026 Q4 2025 |
7,396
shares
|
$215,667
0.0% of portfolio
|
Q4 2025
Added 1.65%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,335
shares
|
$213,888
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
7,288
shares
|
$212,518
0.15% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Keybank National Association
|
Jan 30, 2026 Q4 2025 |
7,260
shares
|
$211,701
0.0% of portfolio
|
Q4 2025
Reduced 8.56%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
7,237
shares
|
$211,030
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
7,204
shares
|
$210,068
0.04% of portfolio
|
Q4 2025
Reduced 1.04%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Jan 20, 2026 Q4 2025 |
7,130
shares
|
$207,910
0.13% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
7,107
shares
|
$207,240
0.04% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
7,104
shares
|
$207,152
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
7,093
shares
|
$206,831
0.06% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
7,079
shares
|
$206,423
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
7,053
shares
|
$205,665
0.11% of portfolio
|
Q4 2025
Added 1.66%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
7,029
shares
|
$204,965
0.01% of portfolio
|
Q3 2025
New holding
|
|