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 |
|---|---|---|---|---|---|
|
Schaeffer Financial LLC
|
Nov 03, 2025 Q3 2025 |
262,984
shares
|
$7.77 Million
7.08% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
255,934
shares
|
$7.56 Million
1.29% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 06, 2025 Q3 2025 |
255,809
shares
|
$7.56 Million
4.38% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
252,105
shares
|
$7.45 Million
1.79% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
251,852
shares
|
$7.44 Million
0.49% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
248,877
shares
|
$7.35 Million
2.07% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
247,077
shares
|
$7.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
246,968
shares
|
$7.3 Million
0.65% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
246,673
shares
|
$7.29 Million
1.84% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
244,746
shares
|
$7.23 Million
0.01% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
243,100
shares
|
$7.18 Million
1.09% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
239,082
shares
|
$7.06 Million
3.19% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
238,525
shares
|
$7.05 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
234,485
shares
|
$6.93 Million
1.23% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
230,526
shares
|
$6.81 Million
1.5% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
228,624
shares
|
$6.75 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
226,887
shares
|
$6.7 Million
1.6% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
225,594
shares
|
$6.66 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
224,899
shares
|
$6.64 Million
5.1% of portfolio
|
Q3 2025
Added 17.17%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
219,946
shares
|
$6.5 Million
2.2% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
219,522
shares
|
$6.48 Million
0.66% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
217,848
shares
|
$6.44 Million
1.45% of portfolio
|
Q3 2025
Reduced 44.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
213,256
shares
|
$6.3 Million
0.0% of portfolio
|
Q2 2025
Added 38.25%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
211,014
shares
|
$6.23 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
206,863
shares
|
$6.11 Million
2.12% of portfolio
|
Q2 2025
Reduced 1.41%
|