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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
4,302
shares
|
$127,081
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,247
shares
|
$125,456
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,214
shares
|
$124,481
0.03% of portfolio
|
Q4 2023
Added 1.94%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
4,191
shares
|
$123,802
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,149
shares
|
$122,561
0.0% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,037
shares
|
$119,252
0.17% of portfolio
|
Q4 2022
Added 0.52%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
4,001
shares
|
$118,189
0.02% of portfolio
|
Q4 2021
Added 0.6%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
3,960
shares
|
$116,978
0.1% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
3,900
shares
|
$115,206
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,873
shares
|
$114,408
0.11% of portfolio
|
Q3 2022
Reduced 5.81%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
3,815
shares
|
$112,695
0.05% of portfolio
|
Q3 2025
Added 44.51%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,572
shares
|
$105,516
0.0% of portfolio
|
Q4 2022
Added 1.74%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
3,500
shares
|
$103,390
0.08% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,496
shares
|
$103,271
0.0% of portfolio
|
Q3 2025
Added 54.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,492
shares
|
$103,153
0.0% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
3,359
shares
|
$99,224
0.0% of portfolio
|
Q2 2025
Added 37.44%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
3,286
shares
|
$97,068
0.1% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
3,280
shares
|
$96,891
0.03% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,155
shares
|
$93,198
0.0% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
3,137
shares
|
$92,666
0.02% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
3,049
shares
|
$90,067
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,009
shares
|
$88,885
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
3,000
shares
|
$88,620
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,952
shares
|
$87,202
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
2,880
shares
|
$85,075
0.02% of portfolio
|
Q4 2024
Added 200.0%
|