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 1,056 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 $8.3 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 |
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
498,803
shares
|
$14.7 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
498,440
shares
|
$14.7 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
489,341
shares
|
$14.5 Million
0.08% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
486,619
shares
|
$14.4 Million
2.81% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
478,779
shares
|
$14.1 Million
2.37% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
477,408
shares
|
$14.1 Million
3.36% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
463,145
shares
|
$13.7 Million
4.13% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
454,127
shares
|
$13.4 Million
2.74% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
446,152
shares
|
$13.2 Million
1.37% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
446,089
shares
|
$13.2 Million
1.93% of portfolio
|
Q2 2025
Added 36.66%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
443,080
shares
|
$13.1 Million
1.25% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
435,431
shares
|
$12.9 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
|
$12.8 Million
9.65% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
431,142
shares
|
$12.7 Million
6.33% of portfolio
|
Q1 2025
Reduced 96.18%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
414,709
shares
|
$12.3 Million
1.3% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
412,116
shares
|
$12.2 Million
0.86% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
403,521
shares
|
$11.9 Million
5.09% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
397,225
shares
|
$11.7 Million
0.9% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
387,714
shares
|
$11.5 Million
3.2% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
386,854
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
386,402
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
386,252
shares
|
$11.4 Million
2.56% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
386,252
shares
|
$11.4 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
382,525
shares
|
$11.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
381,039
shares
|
$11.3 Million
1.75% of portfolio
|
Q3 2025
Reduced 1.82%
|