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 |
|---|---|---|---|---|---|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
34,681
shares
|
$1.01 Million
0.36% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
34,650
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rede Wealth, LLC
|
Jan 23, 2026 Q4 2025 |
34,638
shares
|
$1.01 Million
0.36% of portfolio
|
Q4 2025
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
34,397
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
34,336
shares
|
$1 Million
0.18% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
34,255
shares
|
$998,875
0.26% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
34,200
shares
|
$997,272
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
34,144
shares
|
$995,639
0.36% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
34,127
shares
|
$995,143
0.04% of portfolio
|
Q3 2025
Reduced 61.51%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,997
shares
|
$991,352
0.04% of portfolio
|
Q4 2023
Added 9.17%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
33,950
shares
|
$989,982
0.21% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
33,768
shares
|
$984,674
0.11% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
33,612
shares
|
$980,125
0.36% of portfolio
|
Q4 2025
Reduced 6.84%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
33,186
shares
|
$967,703
0.58% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
33,176
shares
|
$967,412
0.5% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
33,139
shares
|
$966,333
1.72% of portfolio
|
Q2 2022
Added 63.11%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
32,860
shares
|
$958,197
0.33% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 21, 2026 Q4 2025 |
32,835
shares
|
$957,468
0.63% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
32,388
shares
|
$944,434
0.06% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
32,057
shares
|
$934,782
0.06% of portfolio
|
Q3 2025
Added 130.18%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
31,922
shares
|
$930,845
0.66% of portfolio
|
Q2 2025
Added 145.97%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
31,706
shares
|
$924,546
0.28% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
31,639
shares
|
$922,593
0.02% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
31,396
shares
|
$915,507
0.38% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
31,275
shares
|
$911,979
0.72% of portfolio
|
Q3 2025
Reduced 0.68%
|
|