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 $8.29 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
|
$11.2 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%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
374,178
shares
|
$11.1 Million
1.09% of portfolio
|
Q2 2025
Added 34.96%
|
|
|
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%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
364,647
shares
|
$10.8 Million
1.63% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
364,002
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
363,085
shares
|
$10.7 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
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
|
$10.6 Million
2.15% of portfolio
|
Q3 2025
Reduced 65.13%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
357,563
shares
|
$10.6 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%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
355,721
shares
|
$10.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.29%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
355,046
shares
|
$10.5 Million
0.41% of portfolio
|
Q2 2025
Reduced 17.15%
|
|
|
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
|
$10.4 Million
0.02% of portfolio
|
Q2 2025
Added 30.85%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
350,577
shares
|
$10.4 Million
2.96% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
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
|
$10.2 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%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
342,440
shares
|
$10.1 Million
4.81% of portfolio
|
Q2 2025
Reduced 13.1%
|