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 $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
947
shares
|
$27,614
0.0% of portfolio
|
Q3 2025
Reduced 68.34%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
945
shares
|
$27,556
0.02% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
920
shares
|
$26,827
0.03% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
889
shares
|
$25,923
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
786
shares
|
$22,919
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
785
shares
|
$22,890
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
783
shares
|
$22,832
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
778
shares
|
$22,686
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
763
shares
|
$22,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
753
shares
|
$21,957
0.0% of portfolio
|
Q3 2025
Reduced 30.79%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
741
shares
|
$21,607
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
729
shares
|
$21,257
0.0% of portfolio
|
Q3 2025
Reduced 35.03%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
725
shares
|
$21,141
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
723
shares
|
$21,082
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
651
shares
|
$18,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
642
shares
|
$18,720
0.0% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
642
shares
|
$18,720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
641
shares
|
$18,691
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
638
shares
|
$18,604
0.03% of portfolio
|
Q2 2022
Added 0.31%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
591
shares
|
$17,233
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
559
shares
|
$16,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
555
shares
|
$16,183
0.01% of portfolio
|
Q4 2024
Added 620.0%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
503
shares
|
$14,667
0.0% of portfolio
|
Q3 2025
Added 36.31%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
480
shares
|
$13,996
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
456
shares
|
$13,296
0.0% of portfolio
|
Q1 2025
New holding
|
|