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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
66,013
shares
|
$1.92 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
65,329
shares
|
$1.9 Million
0.33% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
Jan 08, 2026 Q4 2025 |
64,898
shares
|
$1.89 Million
0.93% of portfolio
|
Q4 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
64,656
shares
|
$1.89 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
63,796
shares
|
$1.86 Million
1.4% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
63,459
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
62,169
shares
|
$1.81 Million
0.92% of portfolio
|
Q1 2025
Reduced 37.12%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
61,635
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Econ Financial Services Corp
|
Jan 15, 2026 Q4 2025 |
61,299
shares
|
$1.79 Million
0.93% of portfolio
|
Q4 2025
Reduced 0.93%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
61,242
shares
|
$1.79 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
61,182
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
60,996
shares
|
$1.78 Million
3.69% of portfolio
|
Q4 2025
Reduced 8.16%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
60,461
shares
|
$1.76 Million
0.52% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
60,434
shares
|
$1.76 Million
0.4% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
60,161
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
60,068
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
60,022
shares
|
$1.75 Million
0.14% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
59,938
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
59,589
shares
|
$1.74 Million
0.09% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
59,534
shares
|
$1.74 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
59,444
shares
|
$1.73 Million
0.15% of portfolio
|
Q4 2025
Added 2.79%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
59,064
shares
|
$1.72 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
58,861
shares
|
$1.72 Million
0.32% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
58,758
shares
|
$1.71 Million
0.34% of portfolio
|
Q4 2025
Added 1.88%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
58,449
shares
|
$1.7 Million
0.83% of portfolio
|
Q4 2024
Added 200.0%
|
|