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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
337,622
shares
|
$9.97 Million
0.67% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
336,868
shares
|
$9.95 Million
3.91% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
334,624
shares
|
$9.88 Million
0.34% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
328,815
shares
|
$9.71 Million
2.92% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
328,212
shares
|
$9.7 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
326,203
shares
|
$9.64 Million
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
325,797
shares
|
$9.62 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
321,516
shares
|
$9.5 Million
2.66% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
318,748
shares
|
$9.42 Million
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
308,116
shares
|
$9.1 Million
0.01% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
304,715
shares
|
$9 Million
3.77% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
303,670
shares
|
$8.97 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
298,027
shares
|
$8.8 Million
4.66% of portfolio
|
Q4 2024
Added 192.05%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
296,663
shares
|
$8.76 Million
0.61% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
293,288
shares
|
$8.66 Million
0.45% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
287,723
shares
|
$8.5 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
284,720
shares
|
$8.41 Million
2.48% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
282,595
shares
|
$8.35 Million
0.1% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
279,214
shares
|
$8.25 Million
0.57% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
276,897
shares
|
$8.18 Million
0.92% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
275,225
shares
|
$8.13 Million
2.97% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
275,138
shares
|
$8.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
272,675
shares
|
$8.05 Million
1.12% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
271,841
shares
|
$8.03 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
266,503
shares
|
$7.87 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.16%
|