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 1,067 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $8.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
380,620
shares
|
$11.1 Million
1.79% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Jan 21, 2026 Q4 2025 |
380,277
shares
|
$11.1 Million
2.46% of portfolio
|
Q4 2025
Reduced 1.55%
|
|
|
Towercrest Capital Management
Newtown, PA |
Jan 21, 2026 Q4 2025 |
380,277
shares
|
$11.1 Million
1.77% of portfolio
|
Q4 2025
Reduced 1.55%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
377,021
shares
|
$11 Million
6.62% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
375,879
shares
|
$11 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
367,646
shares
|
$10.7 Million
0.98% of portfolio
|
Q4 2025
Reduced 16.12%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
367,102
shares
|
$10.7 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
366,066
shares
|
$10.7 Million
1.52% of portfolio
|
Q4 2025
Reduced 3.93%
|
|
|
Omega Financial Group, LLC
|
Jan 28, 2026 Q4 2025 |
365,003
shares
|
$10.6 Million
3.56% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
364,002
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
362,557
shares
|
$10.6 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Nadler Financial Group, Inc.
|
Jan 28, 2026 Q4 2025 |
358,722
shares
|
$10.5 Million
0.99% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
357,136
shares
|
$10.4 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Jan 28, 2026 Q4 2025 |
356,503
shares
|
$10.4 Million
0.78% of portfolio
|
Q4 2025
Reduced 4.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jan 26, 2026 Q4 2025 |
356,203
shares
|
$10.4 Million
0.22% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
353,683
shares
|
$10.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
353,420
shares
|
$10.3 Million
4.5% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
352,206
shares
|
$10.3 Million
1.01% of portfolio
|
Q1 2023
Reduced 3.47%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
351,877
shares
|
$10.3 Million
1.46% of portfolio
|
Q4 2025
Added 2.22%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
349,674
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
349,311
shares
|
$10.2 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jan 20, 2026 Q4 2025 |
346,673
shares
|
$10.1 Million
1.89% of portfolio
|
Q4 2025
Reduced 3.14%
|
|
|
Lincoln Capital Corp
|
Jan 22, 2026 Q4 2025 |
342,595
shares
|
$9.99 Million
3.97% of portfolio
|
Q4 2025
Added 1.7%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 26, 2026 Q4 2025 |
340,882
shares
|
$9.94 Million
4.3% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
339,866
shares
|
$9.91 Million
2.55% of portfolio
|
Q3 2025
Reduced 0.76%
|
|