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 1,058 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $8.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
1,668
shares
|
$48,638
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
1,650
shares
|
$48,114
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,596
shares
|
$46,539
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,591
shares
|
$46,393
0.01% of portfolio
|
Q2 2025
Reduced 26.14%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,560
shares
|
$45,489
0.01% of portfolio
|
Q4 2024
Added 181.08%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,479
shares
|
$43,127
0.0% of portfolio
|
Q2 2025
Added 54.06%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
1,416
shares
|
$41,290
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,394
shares
|
$40,649
0.01% of portfolio
|
Q2 2024
Added 155.78%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
1,374
shares
|
$40,065
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,337
shares
|
$38,986
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,323
shares
|
$38,578
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,320
shares
|
$38,491
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,302
shares
|
$37,966
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,302
shares
|
$37,966
0.01% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,287
shares
|
$37,528
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
1,117
shares
|
$32,571
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
1,089
shares
|
$31,755
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,077
shares
|
$31,405
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
1,050
shares
|
$30,618
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
1,004
shares
|
$29,276
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$29,160
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|