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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
52,007
shares
|
$1.52 Million
1.97% of portfolio
|
Q2 2023
Added 62.67%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
51,813
shares
|
$1.51 Million
0.25% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
51,779
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.79%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 21, 2026 Q4 2025 |
51,008
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
50,821
shares
|
$1.48 Million
0.22% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
50,728
shares
|
$1.48 Million
0.72% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Jan 20, 2026 Q4 2025 |
50,313
shares
|
$1.47 Million
0.72% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jan 20, 2026 Q4 2025 |
50,272
shares
|
$1.47 Million
0.33% of portfolio
|
Q4 2025
Reduced 6.92%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
50,210
shares
|
$1.46 Million
0.08% of portfolio
|
Q4 2024
Added 242.92%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
50,112
shares
|
$1.46 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
50,054
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2025
Added 69.69%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
49,998
shares
|
$1.46 Million
0.32% of portfolio
|
Q3 2022
Reduced 6.63%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
49,691
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,467
shares
|
$1.44 Million
0.29% of portfolio
|
Q4 2022
Reduced 2.12%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
49,277
shares
|
$1.44 Million
1.63% of portfolio
|
Q3 2025
Reduced 41.19%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
48,566
shares
|
$1.42 Million
0.21% of portfolio
|
Q4 2025
Reduced 13.05%
|
|
|
Legacy Bridge, LLC
|
Jan 23, 2026 Q4 2025 |
47,846
shares
|
$1.4 Million
0.64% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
47,491
shares
|
$1.38 Million
1.58% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
47,220
shares
|
$1.38 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
46,968
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.01%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
46,817
shares
|
$1.37 Million
0.63% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
46,519
shares
|
$1.36 Million
0.2% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
46,319
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
46,295
shares
|
$1.35 Million
0.66% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
46,143
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.67%
|
|