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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
205,371
shares
|
$6.07 Million
0.08% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
202,489
shares
|
$5.98 Million
1.94% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
201,590
shares
|
$5.95 Million
0.49% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
201,359
shares
|
$5.95 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
200,375
shares
|
$5.92 Million
2.32% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
196,912
shares
|
$5.82 Million
0.41% of portfolio
|
Q4 2023
Added 5.09%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
195,761
shares
|
$5.78 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
192,430
shares
|
$5.68 Million
4.3% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
192,120
shares
|
$5.68 Million
1.69% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
191,370
shares
|
$5.65 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
|
$5.6 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
184,139
shares
|
$5.44 Million
0.17% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
183,608
shares
|
$5.42 Million
0.01% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
178,513
shares
|
$5.27 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.36%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
175,992
shares
|
$5.2 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
175,533
shares
|
$5.19 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
174,693
shares
|
$5.16 Million
2.08% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,372
shares
|
$5.15 Million
0.01% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
173,883
shares
|
$5.14 Million
0.31% of portfolio
|
Q3 2025
Added 40.71%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
172,087
shares
|
$5.08 Million
2.29% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
170,868
shares
|
$5.05 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
170,395
shares
|
$5.03 Million
0.0% of portfolio
|
Q2 2025
Added 1121.56%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
169,060
shares
|
$4.99 Million
1.95% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
164,800
shares
|
$4.87 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
162,912
shares
|
$4.81 Million
3.68% of portfolio
|
Q3 2025
Added 1.43%
|