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 $8.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
162,841
shares
|
$4.81 Million
2.5% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
159,478
shares
|
$4.71 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
159,202
shares
|
$4.7 Million
2.46% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
158,034
shares
|
$4.67 Million
2.29% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
153,667
shares
|
$4.54 Million
2.23% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
151,477
shares
|
$4.47 Million
1.05% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
149,815
shares
|
$4.43 Million
0.97% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
149,437
shares
|
$4.41 Million
0.79% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
147,879
shares
|
$4.37 Million
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
147,175
shares
|
$4.35 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
146,374
shares
|
$4.32 Million
0.77% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
146,357
shares
|
$4.32 Million
1.91% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
145,381
shares
|
$4.29 Million
2.82% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
142,009
shares
|
$4.19 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
141,937
shares
|
$4.19 Million
2.75% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
141,841
shares
|
$4.19 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
139,632
shares
|
$4.12 Million
0.66% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
138,318
shares
|
$4.09 Million
1.21% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
137,383
shares
|
$4.06 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
136,880
shares
|
$4.04 Million
1.7% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
136,229
shares
|
$4.02 Million
0.02% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
136,082
shares
|
$4.02 Million
0.26% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
134,829
shares
|
$3.98 Million
0.5% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
133,972
shares
|
$3.96 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
133,096
shares
|
$3.93 Million
1.87% of portfolio
|
Q3 2025
Reduced 75.39%
|