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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
88,992
shares
|
$2.6 Million
0.28% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
88,494
shares
|
$2.58 Million
0.88% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
88,169
shares
|
$2.57 Million
1.12% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
88,114
shares
|
$2.57 Million
0.57% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
87,537
shares
|
$2.55 Million
1.07% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
86,033
shares
|
$2.51 Million
0.03% of portfolio
|
Q4 2025
Reduced 5.57%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
84,941
shares
|
$2.48 Million
1.99% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
84,718
shares
|
$2.47 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
84,549
shares
|
$2.47 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
84,519
shares
|
$2.46 Million
0.65% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
84,000
shares
|
$2.45 Million
0.77% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
82,913
shares
|
$2.42 Million
1.36% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
81,970
shares
|
$2.39 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
81,679
shares
|
$2.38 Million
0.41% of portfolio
|
Q4 2025
Reduced 4.01%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
81,403
shares
|
$2.37 Million
1.36% of portfolio
|
Q3 2025
Added 27.14%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
81,390
shares
|
$2.37 Million
0.71% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
81,234
shares
|
$2.37 Million
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
80,354
shares
|
$2.34 Million
1.93% of portfolio
|
Q4 2025
Reduced 5.44%
|
|
|
Red Door Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
80,275
shares
|
$2.34 Million
0.25% of portfolio
|
Q4 2025
Added 2.72%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
79,109
shares
|
$2.31 Million
0.33% of portfolio
|
Q4 2025
Reduced 3.37%
|
|
|
Colorado Capital Management, Inc.
|
Jan 22, 2026 Q4 2025 |
78,580
shares
|
$2.29 Million
0.89% of portfolio
|
Q4 2025
Reduced 21.59%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
78,294
shares
|
$2.28 Million
1.4% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
77,518
shares
|
$2.26 Million
0.03% of portfolio
|
Q4 2025
Reduced 3.08%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
77,333
shares
|
$2.26 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
77,001
shares
|
$2.25 Million
0.06% of portfolio
|
Q3 2025
Added 0.1%
|
|