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 |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
100,713
shares
|
$2.94 Million
2.23% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
100,440
shares
|
$2.93 Million
0.02% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
99,291
shares
|
$2.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
99,054
shares
|
$2.89 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
98,983
shares
|
$2.89 Million
0.34% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
98,081
shares
|
$2.86 Million
0.11% of portfolio
|
Q3 2025
Added 350.39%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
96,528
shares
|
$2.81 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
95,753
shares
|
$2.79 Million
0.36% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
95,537
shares
|
$2.79 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
95,276
shares
|
$2.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
95,025
shares
|
$2.77 Million
0.12% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
94,502
shares
|
$2.76 Million
0.34% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
93,324
shares
|
$2.72 Million
0.05% of portfolio
|
Q3 2025
Reduced 18.99%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
92,893
shares
|
$2.71 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
92,829
shares
|
$2.71 Million
0.41% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
92,257
shares
|
$2.69 Million
0.02% of portfolio
|
Q2 2025
Added 149.86%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
92,146
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,122
shares
|
$2.69 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
90,974
shares
|
$2.65 Million
0.67% of portfolio
|
Q4 2025
Added 2.49%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
90,871
shares
|
$2.65 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
90,828
shares
|
$2.65 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
90,793
shares
|
$2.65 Million
0.43% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
90,629
shares
|
$2.64 Million
0.04% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
89,817
shares
|
$2.62 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
89,737
shares
|
$2.62 Million
0.16% of portfolio
|
Q3 2025
Added 4.11%
|
|