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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
204
shares
|
$6,026
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
197
shares
|
$5,819
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
184
shares
|
$5,435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
174
shares
|
$5,139
0.0% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
174
shares
|
$5,139
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
168
shares
|
$4,962
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
145
shares
|
$4,283
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
143
shares
|
$4,224
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
141
shares
|
$4,165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
138
shares
|
$4,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
131
shares
|
$3,869
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
126
shares
|
$3,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
109
shares
|
$3,219
0.0% of portfolio
|
Q3 2025
Reduced 99.34%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
108
shares
|
$3,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
102
shares
|
$3,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$2,954
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
99
shares
|
$2,924
0.0% of portfolio
|
Q2 2025
Reduced 94.05%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
90
shares
|
$2,658
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
87
shares
|
$2,569
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
73
shares
|
$2,156
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
66
shares
|
$1,949
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
59
shares
|
$1,742
0.0% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
57
shares
|
$1,683
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
54
shares
|
$1,595
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
54
shares
|
$1,595
0.0% of portfolio
|
Q4 2024
Added 200.0%
|