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 1,059 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 |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
4,845
shares
|
$141,280
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
4,718
shares
|
$137,576
0.0% of portfolio
|
Q3 2025
Reduced 37.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
4,631
shares
|
$135,039
0.0% of portfolio
|
Q3 2025
Added 32.62%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
4,597
shares
|
$134,048
0.03% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
4,519
shares
|
$131,774
0.59% of portfolio
|
Q3 2022
Reduced 8.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,359
shares
|
$127,108
0.0% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,316
shares
|
$125,854
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
4,302
shares
|
$125,446
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,247
shares
|
$123,842
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,214
shares
|
$122,880
0.03% of portfolio
|
Q4 2023
Added 1.94%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
4,191
shares
|
$122,209
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
4,149
shares
|
$120,984
0.0% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,037
shares
|
$117,718
0.17% of portfolio
|
Q4 2022
Added 0.52%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
4,001
shares
|
$116,669
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
|
$115,473
0.1% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
3,900
shares
|
$113,724
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,873
shares
|
$112,936
0.11% of portfolio
|
Q3 2022
Reduced 5.81%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
3,815
shares
|
$111,245
0.05% of portfolio
|
Q3 2025
Added 44.51%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,572
shares
|
$104,159
0.0% of portfolio
|
Q4 2022
Added 1.74%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
3,500
shares
|
$102,060
0.08% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,496
shares
|
$101,943
0.0% of portfolio
|
Q3 2025
Added 54.49%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
3,490
shares
|
$101,768
0.0% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
3,294
shares
|
$96,053
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
3,286
shares
|
$95,819
0.1% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,155
shares
|
$91,999
0.0% of portfolio
|
Q2 2025
Added 12.2%
|
|