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 |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
31,140
shares
|
$908,042
0.53% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
31,070
shares
|
$906,001
0.04% of portfolio
|
Q3 2025
Reduced 69.61%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
31,004
shares
|
$904,076
0.33% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
30,987
shares
|
$903,580
0.01% of portfolio
|
Q4 2025
Added 24.47%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,978
shares
|
$903,318
0.18% of portfolio
|
Q3 2022
Added 394.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
30,779
shares
|
$897,515
0.03% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
30,487
shares
|
$889,000
0.42% of portfolio
|
Q4 2025
New holding
|
|
|
Jm2 Capital Inc.
Edmond, OK |
Jan 23, 2026 Q4 2025 |
30,443
shares
|
$887,717
0.74% of portfolio
|
Q4 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
30,404
shares
|
$886,580
0.07% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
30,378
shares
|
$885,822
0.34% of portfolio
|
Q3 2025
Reduced 47.74%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
30,328
shares
|
$884,364
0.11% of portfolio
|
Q3 2025
Reduced 22.7%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
30,272
shares
|
$882,731
0.03% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
30,012
shares
|
$875,149
0.22% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
30,009
shares
|
$875,062
0.02% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
30,000
shares
|
$874,800
0.09% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
29,712
shares
|
$866,401
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
29,345
shares
|
$855,700
0.3% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
29,089
shares
|
$848,235
0.02% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
29,003
shares
|
$845,727
0.11% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
28,894
shares
|
$842,549
0.17% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
28,841
shares
|
$841,003
0.03% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
28,645
shares
|
$835,288
0.48% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
28,625
shares
|
$834,705
0.26% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
28,564
shares
|
$832,926
2.97% of portfolio
|
Q3 2023
Reduced 2.13%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
28,525
shares
|
$831,789
1.38% of portfolio
|
Q3 2024
Reduced 1.74%
|
|