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 |
|---|---|---|---|---|---|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
58,374
shares
|
$1.7 Million
0.9% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
57,754
shares
|
$1.68 Million
0.39% of portfolio
|
Q4 2025
Reduced 4.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
57,438
shares
|
$1.67 Million
0.1% of portfolio
|
Q4 2025
Added 1.74%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
57,114
shares
|
$1.67 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
56,237
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
56,170
shares
|
$1.64 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
55,799
shares
|
$1.63 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
55,684
shares
|
$1.62 Million
0.4% of portfolio
|
Q3 2025
Reduced 24.9%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
55,551
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
55,247
shares
|
$1.61 Million
0.15% of portfolio
|
Q3 2025
Added 2669.27%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
55,180
shares
|
$1.61 Million
0.19% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 21, 2026 Q4 2025 |
54,831
shares
|
$1.6 Million
0.57% of portfolio
|
Q4 2025
Added 6.35%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2026 Q4 2025 |
54,712
shares
|
$1.6 Million
0.48% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
54,701
shares
|
$1.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
54,629
shares
|
$1.59 Million
0.39% of portfolio
|
Q3 2025
Reduced 17.12%
|
|
|
Chandler Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
54,347
shares
|
$1.58 Million
0.26% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
54,201
shares
|
$1.58 Million
0.16% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
53,965
shares
|
$1.57 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
53,738
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2025
Reduced 46.9%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
53,563
shares
|
$1.56 Million
1.14% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
53,198
shares
|
$1.55 Million
1.74% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
52,578
shares
|
$1.53 Million
1.32% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
52,422
shares
|
$1.53 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
52,088
shares
|
$1.52 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
52,059
shares
|
$1.52 Million
0.65% of portfolio
|
Q4 2024
Added 232.67%
|
|