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 1,059 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 $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
707,937
shares
|
$20.6 Million
6.72% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
696,167
shares
|
$20.3 Million
6.74% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
680,442
shares
|
$19.8 Million
4.31% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
674,981
shares
|
$19.7 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
669,359
shares
|
$19.5 Million
0.87% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
659,628
shares
|
$19.2 Million
0.07% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
651,013
shares
|
$19 Million
5.82% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
637,611
shares
|
$18.6 Million
3.99% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
634,553
shares
|
$18.5 Million
0.56% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
631,265
shares
|
$18.4 Million
0.43% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
631,026
shares
|
$18.4 Million
1.18% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
622,871
shares
|
$18.2 Million
0.16% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
619,752
shares
|
$18.1 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
610,211
shares
|
$17.8 Million
4.98% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
587,221
shares
|
$17.1 Million
0.03% of portfolio
|
Q3 2025
Added 67.29%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
567,539
shares
|
$16.5 Million
1.23% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
562,767
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
548,491
shares
|
$16 Million
3.17% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
545,503
shares
|
$15.9 Million
2.68% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
538,272
shares
|
$15.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 21.87%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
534,188
shares
|
$15.6 Million
0.19% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Oct 30, 2025 Q3 2025 |
517,031
shares
|
$15.1 Million
13.37% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
516,968
shares
|
$15.1 Million
3.71% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
512,014
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
501,838
shares
|
$14.6 Million
7.15% of portfolio
|
Q3 2025
Added 16.4%
|
|