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 1,072 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 |
|---|---|---|---|---|---|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
169,060
shares
|
$4.93 Million
1.95% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
168,011
shares
|
$4.9 Million
1.01% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
165,616
shares
|
$4.83 Million
0.0% of portfolio
|
Q2 2025
Added 38.25%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
162,912
shares
|
$4.75 Million
3.68% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
162,841
shares
|
$4.75 Million
2.5% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
159,319
shares
|
$4.65 Million
2.36% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
158,034
shares
|
$4.61 Million
2.29% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 27, 2026 Q4 2025 |
151,201
shares
|
$4.41 Million
0.2% of portfolio
|
Q4 2025
Added 2.25%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
151,063
shares
|
$4.4 Million
2.17% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
149,815
shares
|
$4.37 Million
0.97% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 23, 2026 Q4 2025 |
148,998
shares
|
$4.34 Million
1.0% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
148,404
shares
|
$4.33 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
148,056
shares
|
$4.32 Million
0.02% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
146,374
shares
|
$4.27 Million
0.77% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
146,357
shares
|
$4.27 Million
1.91% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 28, 2026 Q4 2025 |
145,529
shares
|
$4.24 Million
0.21% of portfolio
|
Q4 2025
Added 62.17%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
145,509
shares
|
$4.24 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
144,057
shares
|
$4.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
142,990
shares
|
$4.17 Million
0.49% of portfolio
|
Q4 2025
Added 0.69%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 23, 2026 Q4 2025 |
142,078
shares
|
$4.14 Million
2.74% of portfolio
|
Q4 2025
Reduced 2.27%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
141,937
shares
|
$4.14 Million
2.75% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
141,841
shares
|
$4.14 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
140,691
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.37%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
139,632
shares
|
$4.07 Million
0.66% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
137,383
shares
|
$4.01 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.49%
|
|