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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
498,803
shares
|
$14.5 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
498,440
shares
|
$14.5 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
494,825
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
489,341
shares
|
$14.3 Million
0.08% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
486,619
shares
|
$14.2 Million
2.81% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
478,779
shares
|
$14 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
477,408
shares
|
$13.9 Million
3.36% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
463,145
shares
|
$13.5 Million
4.13% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
454,127
shares
|
$13.2 Million
2.74% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
450,132
shares
|
$13.1 Million
1.25% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
447,269
shares
|
$13 Million
1.34% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
441,180
shares
|
$12.9 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
438,306
shares
|
$12.8 Million
1.24% of portfolio
|
Q3 2025
Added 17.14%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
435,431
shares
|
$12.7 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Oct 20, 2025 Q3 2025 |
432,570
shares
|
$12.6 Million
9.65% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
414,709
shares
|
$12.1 Million
1.3% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
412,116
shares
|
$12 Million
0.86% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
403,521
shares
|
$11.8 Million
5.09% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
397,956
shares
|
$11.6 Million
1.97% of portfolio
|
Q3 2025
Reduced 22.6%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
394,341
shares
|
$11.5 Million
1.69% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
389,060
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
387,714
shares
|
$11.3 Million
3.2% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
387,241
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
386,252
shares
|
$11.3 Million
2.56% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
386,252
shares
|
$11.3 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.61%
|
|