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 1,061 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 $8.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
58,809,142
shares
|
$1.71 Billion
3.34% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
29,528,019
shares
|
$861 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,782,575
shares
|
$314 Million
0.38% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
10,473,140
shares
|
$305 Million
0.21% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
10,021,294
shares
|
$292 Million
2.42% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
8,942,309
shares
|
$261 Million
7.49% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,733,253
shares
|
$167 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,436,349
shares
|
$159 Million
0.27% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
4,204,735
shares
|
$123 Million
7.34% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
3,237,135
shares
|
$94.4 Million
2.85% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
2,928,064
shares
|
$85.4 Million
6.72% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,601,063
shares
|
$75.8 Million
0.0% of portfolio
|
Q3 2025
Added 46.66%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,530,509
shares
|
$73.8 Million
0.05% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,165,452
shares
|
$63.1 Million
0.08% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,968,099
shares
|
$57.4 Million
0.76% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
1,924,641
shares
|
$56.1 Million
0.11% of portfolio
|
Q3 2025
Added 2708.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,868,576
shares
|
$54.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,749,682
shares
|
$51 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
1,723,095
shares
|
$50.2 Million
4.74% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,634,659
shares
|
$47.7 Million
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,474,016
shares
|
$43 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.4%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
1,472,938
shares
|
$43 Million
2.28% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,423,977
shares
|
$41.5 Million
0.37% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,396,482
shares
|
$40.7 Million
1.39% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,360,063
shares
|
$39.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 38.11%
|
|