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 1,068 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 $8.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
134,829
shares
|
$3.93 Million
0.5% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
133,679
shares
|
$3.9 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
133,096
shares
|
$3.88 Million
1.87% of portfolio
|
Q3 2025
Reduced 75.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
129,600
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
129,157
shares
|
$3.77 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
128,952
shares
|
$3.76 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
128,388
shares
|
$3.74 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
128,099
shares
|
$3.74 Million
1.3% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
127,820
shares
|
$3.73 Million
0.55% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
126,966
shares
|
$3.7 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
126,679
shares
|
$3.69 Million
0.2% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
126,504
shares
|
$3.69 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
125,760
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
123,675
shares
|
$3.61 Million
1.3% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
123,092
shares
|
$3.59 Million
1.19% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
121,566
shares
|
$3.54 Million
1.67% of portfolio
|
Q3 2025
Reduced 20.72%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
118,327
shares
|
$3.45 Million
0.07% of portfolio
|
Q3 2025
Added 108.37%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
117,102
shares
|
$3.41 Million
1.07% of portfolio
|
Q3 2025
Reduced 30.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
116,842
shares
|
$3.41 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
116,830
shares
|
$3.41 Million
0.06% of portfolio
|
Q4 2025
Added 133.06%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
116,217
shares
|
$3.39 Million
1.57% of portfolio
|
Q1 2025
Added 19.38%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
115,542
shares
|
$3.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 48.41%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
114,934
shares
|
$3.35 Million
1.83% of portfolio
|
Q4 2025
Reduced 9.49%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
114,557
shares
|
$3.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
112,246
shares
|
$3.27 Million
2.27% of portfolio
|
Q3 2025
Reduced 4.53%
|
|