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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
40,770
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2024
Reduced 2.88%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
40,450
shares
|
$1.18 Million
0.57% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
40,032
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
39,947
shares
|
$1.16 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Jan 21, 2026 Q4 2025 |
39,670
shares
|
$1.16 Million
0.71% of portfolio
|
Q4 2025
Added 15.57%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
39,657
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
39,648
shares
|
$1.16 Million
0.18% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
39,521
shares
|
$1.15 Million
0.21% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
39,509
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
39,477
shares
|
$1.15 Million
0.21% of portfolio
|
Q4 2025
Reduced 2.18%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
39,466
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
39,447
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
39,415
shares
|
$1.15 Million
0.35% of portfolio
|
Q3 2025
Added 55.01%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
39,289
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
38,984
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Bouchey Financial Group LTD
|
Jan 16, 2026 Q4 2025 |
38,980
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
38,634
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Added 31.78%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
38,599
shares
|
$1.13 Million
0.92% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
38,539
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
38,515
shares
|
$1.12 Million
0.19% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Cassilly Financial Group LLC
Severna Park, MD |
Jan 15, 2026 Q4 2025 |
38,392
shares
|
$1.12 Million
1.02% of portfolio
|
Q4 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
38,117
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
38,097
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
37,954
shares
|
$1.11 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
37,919
shares
|
$1.11 Million
0.56% of portfolio
|
Q1 2024
Reduced 0.32%
|
|