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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
111,816
shares
|
$3.26 Million
0.04% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
111,659
shares
|
$3.26 Million
2.46% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
109,703
shares
|
$3.2 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
108,530
shares
|
$3.16 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
108,397
shares
|
$3.16 Million
2.38% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
107,357
shares
|
$3.13 Million
0.3% of portfolio
|
Q4 2025
Reduced 15.23%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
107,287
shares
|
$3.13 Million
1.45% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
107,122
shares
|
$3.12 Million
0.81% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
107,075
shares
|
$3.12 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
106,950
shares
|
$3.12 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
106,767
shares
|
$3.11 Million
1.2% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
106,531
shares
|
$3.11 Million
0.38% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
106,296
shares
|
$3.1 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
105,976
shares
|
$3.09 Million
0.46% of portfolio
|
Q3 2025
Added 16.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
105,460
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
105,217
shares
|
$3.07 Million
1.14% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
103,179
shares
|
$3.01 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
103,019
shares
|
$3 Million
0.15% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
102,850
shares
|
$3 Million
0.69% of portfolio
|
Q4 2025
Reduced 2.73%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
102,820
shares
|
$3 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Jan 23, 2026 Q4 2025 |
101,885
shares
|
$2.97 Million
0.65% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
101,842
shares
|
$2.97 Million
4.22% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
101,140
shares
|
$2.95 Million
1.04% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
100,966
shares
|
$2.94 Million
2.44% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
100,912
shares
|
$2.94 Million
0.06% of portfolio
|
Q4 2025
Reduced 15.38%
|
|