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 |
|---|---|---|---|---|---|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
76,179
shares
|
$2.22 Million
0.31% of portfolio
|
Q4 2025
Reduced 7.43%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 20, 2026 Q4 2025 |
76,105
shares
|
$2.22 Million
0.91% of portfolio
|
Q4 2025
Reduced 1.62%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
75,736
shares
|
$2.21 Million
0.8% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
74,947
shares
|
$2.19 Million
0.89% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
74,526
shares
|
$2.17 Million
0.42% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
74,426
shares
|
$2.17 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Dorato Capital Management
Denver, CO |
Jan 16, 2026 Q4 2025 |
74,180
shares
|
$2.16 Million
1.77% of portfolio
|
Q4 2025
New holding
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
73,718
shares
|
$2.15 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
72,904
shares
|
$2.13 Million
0.09% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
71,770
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2025
Reduced 40.98%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
71,294
shares
|
$2.08 Million
0.36% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Asset Advisors Investment Management, LLC
|
Jan 23, 2026 Q4 2025 |
70,280
shares
|
$2.05 Million
0.19% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
70,272
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2025
Added 29.28%
|
|
|
Sunburst Financial Group, LLC
|
Jan 20, 2026 Q4 2025 |
69,460
shares
|
$2.03 Million
0.43% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
69,305
shares
|
$2.02 Million
0.23% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
69,148
shares
|
$2.02 Million
1.99% of portfolio
|
Q3 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
67,830
shares
|
$1.98 Million
0.11% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
67,297
shares
|
$1.96 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
67,075
shares
|
$1.96 Million
1.42% of portfolio
|
Q3 2024
Added 28.34%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
66,966
shares
|
$1.95 Million
0.2% of portfolio
|
Q4 2024
Added 218.29%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
66,954
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
66,935
shares
|
$1.95 Million
1.22% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 20, 2026 Q4 2025 |
66,749
shares
|
$1.95 Million
1.63% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
66,534
shares
|
$1.94 Million
0.14% of portfolio
|
Q3 2025
Added 157.03%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
66,108
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2025
Added 11.54%
|
|