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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
3,137
shares
|
$91,474
0.02% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
3,049
shares
|
$88,908
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,009
shares
|
$87,742
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
3,000
shares
|
$87,480
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,952
shares
|
$86,080
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
2,880
shares
|
$83,980
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,749
shares
|
$80,160
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
2,699
shares
|
$78,702
0.06% of portfolio
|
Q3 2025
Added 31.08%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
2,643
shares
|
$77,069
0.04% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
2,550
shares
|
$74,358
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
2,530
shares
|
$73,774
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
2,406
shares
|
$70,158
0.0% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,400
shares
|
$69,984
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
2,370
shares
|
$69,109
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
2,271
shares
|
$66,222
0.02% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
2,144
shares
|
$62,519
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,124
shares
|
$61,935
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
2,109
shares
|
$61,498
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,035
shares
|
$59,340
0.04% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,004
shares
|
$58,436
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,931
shares
|
$56,307
0.0% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,925
shares
|
$56,133
0.0% of portfolio
|
Q3 2025
Reduced 22.5%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
1,895
shares
|
$55,258
0.02% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
1,780
shares
|
$51,904
0.01% of portfolio
|
Q3 2025
Reduced 16.43%
|
|