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 |
|---|---|---|---|---|---|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
217,848
shares
|
$6.35 Million
1.45% of portfolio
|
Q3 2025
Reduced 44.11%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
214,879
shares
|
$6.27 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
210,346
shares
|
$6.13 Million
0.06% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
205,542
shares
|
$5.99 Million
0.03% of portfolio
|
Q3 2025
Added 139.31%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
204,874
shares
|
$5.97 Million
0.5% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
202,489
shares
|
$5.9 Million
1.94% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
199,849
shares
|
$5.83 Million
2.28% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
196,912
shares
|
$5.74 Million
0.41% of portfolio
|
Q4 2023
Added 5.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
196,793
shares
|
$5.74 Million
0.43% of portfolio
|
Q4 2025
Reduced 2.38%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
195,761
shares
|
$5.71 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 23, 2026 Q4 2025 |
195,502
shares
|
$5.7 Million
4.08% of portfolio
|
Q4 2025
Added 1.6%
|
|
|
Newton One Investments LLC
|
Jan 22, 2026 Q4 2025 |
193,068
shares
|
$5.63 Million
1.68% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
191,370
shares
|
$5.58 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
189,695
shares
|
$5.53 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
186,969
shares
|
$5.45 Million
0.03% of portfolio
|
Q3 2025
Reduced 32.05%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
186,219
shares
|
$5.43 Million
0.56% of portfolio
|
Q4 2025
Added 6.09%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
184,139
shares
|
$5.37 Million
0.17% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
182,913
shares
|
$5.33 Million
0.31% of portfolio
|
Q4 2025
Added 5.19%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
175,992
shares
|
$5.13 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
175,346
shares
|
$5.11 Million
2.3% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
174,693
shares
|
$5.09 Million
2.08% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
174,415
shares
|
$5.09 Million
0.01% of portfolio
|
Q4 2025
Reduced 2.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,372
shares
|
$5.08 Million
0.01% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
171,206
shares
|
$4.99 Million
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
170,868
shares
|
$4.98 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|