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 |
|---|---|---|---|---|---|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
22,559
shares
|
$657,820
0.09% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
22,417
shares
|
$653,679
0.19% of portfolio
|
Q3 2025
Reduced 61.41%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
22,185
shares
|
$646,914
0.01% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
22,005
shares
|
$641,665
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
21,990
shares
|
$641,228
0.43% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
21,854
shares
|
$637,262
0.12% of portfolio
|
Q3 2025
Reduced 12.54%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
21,821
shares
|
$636,300
0.27% of portfolio
|
Q4 2025
Reduced 7.91%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
21,789
shares
|
$635,367
0.25% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 20, 2026 Q4 2025 |
21,740
shares
|
$633,938
0.48% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
21,685
shares
|
$632,334
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
21,345
shares
|
$622,420
0.07% of portfolio
|
Q3 2025
Added 15.58%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
21,140
shares
|
$616,442
0.07% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
20,984
shares
|
$611,893
0.02% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jan 21, 2026 Q4 2025 |
20,910
shares
|
$609,735
0.39% of portfolio
|
Q4 2025
Reduced 1.2%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
20,903
shares
|
$609,531
0.02% of portfolio
|
Q3 2025
Reduced 13.73%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
20,799
shares
|
$606,498
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
20,756
shares
|
$605,244
0.19% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
20,723
shares
|
$604,282
0.09% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
20,690
shares
|
$603,320
0.03% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
20,511
shares
|
$598,100
0.23% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
20,501
shares
|
$597,809
0.03% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
20,411
shares
|
$595,184
0.06% of portfolio
|
Q4 2025
Added 0.77%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
20,382
shares
|
$594,339
0.05% of portfolio
|
Q4 2024
Added 133.79%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
20,379
shares
|
$594,251
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
20,371
shares
|
$594,018
0.31% of portfolio
|
Q3 2025
Reduced 0.97%
|
|