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 |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
426
shares
|
$12,584
0.01% of portfolio
|
Q2 2025
Reduced 54.05%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
396
shares
|
$11,697
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
393
shares
|
$11,609
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
388
shares
|
$11,461
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
383
shares
|
$11,313
0.0% of portfolio
|
Q2 2024
Added 71.75%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
380
shares
|
$11,225
0.0% of portfolio
|
Q2 2025
Reduced 94.72%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
375
shares
|
$11,077
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
371
shares
|
$10,959
0.0% of portfolio
|
Q3 2025
Added 2550.0%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
360
shares
|
$10,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
347
shares
|
$10,250
0.0% of portfolio
|
Q3 2022
Reduced 16.39%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
340
shares
|
$10,043
0.0% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
336
shares
|
$9,925
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
318
shares
|
$9,393
0.0% of portfolio
|
Q2 2022
Reduced 80.35%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
309
shares
|
$9,127
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
292
shares
|
$8,625
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
285
shares
|
$8,418
0.0% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
274
shares
|
$8,093
0.0% of portfolio
|
Q1 2023
Reduced 11.04%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
273
shares
|
$8,064
0.0% of portfolio
|
Q1 2025
Reduced 37.67%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
262
shares
|
$7,739
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
255
shares
|
$7,532
0.0% of portfolio
|
Q3 2025
Added 58.39%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
242
shares
|
$7,148
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
240
shares
|
$7,089
0.02% of portfolio
|
Q4 2023
Added 0.42%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
219
shares
|
$6,469
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
218
shares
|
$6,439
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
205
shares
|
$6,055
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|