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 |
|---|---|---|---|---|---|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
37,573
shares
|
$1.1 Million
0.6% of portfolio
|
Q3 2025
Reduced 81.94%
|
|
|
Orca Investment Management, LLC
|
Jan 20, 2026 Q4 2025 |
37,564
shares
|
$1.1 Million
0.91% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jan 23, 2026 Q4 2025 |
37,542
shares
|
$1.09 Million
0.44% of portfolio
|
Q4 2025
Added 124.53%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
37,530
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2025
Reduced 1.91%
|
|
|
Wisconsin Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
37,500
shares
|
$1.09 Million
0.58% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 15, 2026 Q4 2025 |
37,385
shares
|
$1.09 Million
0.12% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
37,221
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
36,934
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
36,922
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
36,867
shares
|
$1.08 Million
0.61% of portfolio
|
Q4 2022
Added 10.73%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
36,439
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
36,406
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 34.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
36,353
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
36,276
shares
|
$1.06 Million
0.35% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
36,230
shares
|
$1.06 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
35,945
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
35,833
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
35,378
shares
|
$1.03 Million
0.75% of portfolio
|
Q2 2025
Added 160.19%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
35,372
shares
|
$1.03 Million
0.34% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
35,319
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
35,220
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 98.81%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
35,126
shares
|
$1.02 Million
0.32% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
35,041
shares
|
$1.02 Million
0.54% of portfolio
|
Q2 2025
Added 267.73%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
34,972
shares
|
$1.02 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
34,824
shares
|
$1.02 Million
1.07% of portfolio
|
Q4 2025
Reduced 3.45%
|
|