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 1,061 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 $8.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
382,525
shares
|
$11.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
381,039
shares
|
$11.2 Million
1.75% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
380,620
shares
|
$11.2 Million
1.79% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
380,357
shares
|
$11.2 Million
0.17% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
371,948
shares
|
$11 Million
3.73% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
367,102
shares
|
$10.8 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
364,002
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
362,557
shares
|
$10.7 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
361,512
shares
|
$10.7 Million
6.81% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
359,117
shares
|
$10.6 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
357,923
shares
|
$10.5 Million
2.15% of portfolio
|
Q3 2025
Reduced 65.13%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
357,563
shares
|
$10.5 Million
3.78% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
357,136
shares
|
$10.5 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
356,122
shares
|
$10.5 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
355,046
shares
|
$10.5 Million
0.41% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
353,683
shares
|
$10.4 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
|
$10.4 Million
4.5% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
352,206
shares
|
$10.4 Million
1.01% of portfolio
|
Q1 2023
Reduced 3.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
351,018
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 30.85%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
349,311
shares
|
$10.3 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
348,034
shares
|
$10.3 Million
0.06% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
344,233
shares
|
$10.1 Million
1.39% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
342,986
shares
|
$10.1 Million
4.61% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
342,460
shares
|
$10.1 Million
2.59% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
337,622
shares
|
$9.95 Million
0.67% of portfolio
|
Q3 2025
Added 2.73%
|