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 $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
6,861
shares
|
$200,066
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
6,843
shares
|
$199,541
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
6,834
shares
|
$199,279
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,829
shares
|
$199,133
0.3% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
6,822
shares
|
$198,929
0.03% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,787
shares
|
$197,908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
6,773
shares
|
$197,500
0.0% of portfolio
|
Q4 2025
Reduced 11.28%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
6,763
shares
|
$197,209
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
6,709
shares
|
$195,634
0.05% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,693
shares
|
$195,167
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
6,642
shares
|
$193,680
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,558
shares
|
$191,231
0.04% of portfolio
|
Q3 2023
Reduced 5.2%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,391
shares
|
$186,361
0.16% of portfolio
|
Q2 2022
Reduced 6.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,370
shares
|
$185,749
0.02% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
6,039
shares
|
$176,097
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
5,880
shares
|
$171,460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
5,817
shares
|
$169,623
0.82% of portfolio
|
Q4 2023
Added 31.37%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,700
shares
|
$166,212
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
5,426
shares
|
$158,222
0.03% of portfolio
|
Q4 2024
Added 199.94%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
5,115
shares
|
$149,153
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
5,108
shares
|
$148,949
0.07% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
4,971
shares
|
$144,954
0.01% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
4,952
shares
|
$144,400
0.05% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
4,927
shares
|
$143,671
0.12% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,914
shares
|
$143,292
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|