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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,749
shares
|
$81,205
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
2,699
shares
|
$79,728
0.06% of portfolio
|
Q3 2025
Added 31.08%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,632
shares
|
$77,749
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
2,550
shares
|
$75,327
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,530
shares
|
$74,736
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,484
shares
|
$73,377
0.0% of portfolio
|
Q2 2025
Reduced 41.8%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
2,406
shares
|
$71,073
0.0% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
2,400
shares
|
$70,896
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
2,370
shares
|
$70,009
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
2,271
shares
|
$67,085
0.02% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
2,144
shares
|
$63,333
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,124
shares
|
$62,742
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
2,109
shares
|
$62,299
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,035
shares
|
$60,113
0.04% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,004
shares
|
$59,198
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,931
shares
|
$57,041
0.0% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,895
shares
|
$55,978
0.02% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
1,780
shares
|
$52,581
0.01% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,768
shares
|
$52,226
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,728
shares
|
$51,045
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,680
shares
|
$49,627
0.01% of portfolio
|
Q1 2025
Reduced 67.41%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
1,678
shares
|
$49,568
0.02% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
1,668
shares
|
$49,272
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
1,650
shares
|
$48,741
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,596
shares
|
$47,145
0.0% of portfolio
|
Q3 2025
Added 0.44%
|