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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
45,867
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2025
Added 85.77%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
45,136
shares
|
$1.32 Million
0.18% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
44,889
shares
|
$1.31 Million
1.34% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
44,805
shares
|
$1.31 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
44,558
shares
|
$1.3 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
44,382
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
43,776
shares
|
$1.28 Million
0.18% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
43,443
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Added 73.9%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
43,279
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
43,278
shares
|
$1.26 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
43,208
shares
|
$1.26 Million
0.84% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
43,158
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.49%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
42,633
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
42,206
shares
|
$1.23 Million
1.22% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
42,145
shares
|
$1.23 Million
3.39% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
42,068
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
42,053
shares
|
$1.23 Million
1.11% of portfolio
|
Q1 2023
Reduced 9.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,773
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2022
Added 14.45%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
41,660
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
41,492
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
41,241
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.84%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
41,178
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
41,010
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2025
Added 49.82%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
41,000
shares
|
$1.2 Million
0.39% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
40,996
shares
|
$1.2 Million
0.31% of portfolio
|
Q3 2025
Added 0.43%
|
|