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 |
|---|---|---|---|---|---|
|
Payne Capital LLC
Lake Oswego, OR |
Jan 20, 2026 Q4 2025 |
25,160
shares
|
$733,665
0.77% of portfolio
|
Q4 2025
Reduced 11.36%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
25,132
shares
|
$732,849
0.1% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
25,040
shares
|
$730,166
0.09% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Joule Financial, LLC
|
Jan 20, 2026 Q4 2025 |
24,889
shares
|
$725,763
0.22% of portfolio
|
Q4 2025
Reduced 0.8%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
24,883
shares
|
$725,588
0.09% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
24,799
shares
|
$723,138
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
24,785
shares
|
$722,730
0.26% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
24,541
shares
|
$715,615
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
24,241
shares
|
$706,867
0.09% of portfolio
|
Q4 2025
Reduced 10.55%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
24,180
shares
|
$705,088
0.26% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
24,044
shares
|
$701,123
0.21% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
23,898
shares
|
$696,865
0.34% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
23,873
shares
|
$696,136
0.14% of portfolio
|
Q4 2025
Reduced 9.82%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
23,756
shares
|
$692,724
0.48% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
23,729
shares
|
$691,937
0.47% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
23,660
shares
|
$689,925
0.02% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
23,560
shares
|
$687,009
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
23,375
shares
|
$681,615
0.33% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
23,292
shares
|
$679,194
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
23,212
shares
|
$676,861
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
23,193
shares
|
$676,307
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
22,874
shares
|
$667,005
0.03% of portfolio
|
Q4 2025
Added 1.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
22,805
shares
|
$664,993
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Leverty Financial Group, LLC
|
Jan 08, 2026 Q4 2025 |
22,753
shares
|
$663,477
0.2% of portfolio
|
Q4 2025
Added 58.56%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
22,593
shares
|
$658,811
0.01% of portfolio
|
Q3 2025
Reduced 35.46%
|
|