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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,335
shares
|
$216,675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
7,284
shares
|
$215,169
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
7,280
shares
|
$215,051
0.04% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
7,276
shares
|
$214,933
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
7,275
shares
|
$214,903
0.09% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Peterson Wealth Management
|
Oct 15, 2025 Q2 2025 |
7,257
shares
|
$214,371
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
7,237
shares
|
$213,780
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
7,203
shares
|
$212,776
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
7,203
shares
|
$212,776
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
7,189
shares
|
$212,363
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
7,164
shares
|
$211,624
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
7,104
shares
|
$209,852
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
7,079
shares
|
$209,113
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
7,077
shares
|
$209,054
0.04% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
7,029
shares
|
$207,636
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ht Partners LLC
|
Oct 23, 2025 Q3 2025 |
7,005
shares
|
$206,927
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
6,974
shares
|
$206,011
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
6,935
shares
|
$204,859
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
6,873
shares
|
$203,028
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
6,861
shares
|
$202,673
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
6,843
shares
|
$202,142
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
6,834
shares
|
$201,876
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,829
shares
|
$201,728
0.3% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
6,822
shares
|
$201,521
0.03% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,787
shares
|
$200,487
0.0% of portfolio
|
Q3 2025
New holding
|