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 |
|---|---|---|---|---|---|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
20,340
shares
|
$593,114
0.4% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 20, 2026 Q4 2025 |
20,180
shares
|
$588,448
0.47% of portfolio
|
Q4 2025
Reduced 3.11%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
20,091
shares
|
$585,853
0.9% of portfolio
|
Q4 2023
Added 6.87%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
19,955
shares
|
$581,887
0.01% of portfolio
|
Q3 2025
Reduced 41.35%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
19,946
shares
|
$581,625
0.05% of portfolio
|
Q3 2025
Added 14353.62%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
19,796
shares
|
$577,251
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
19,780
shares
|
$576,784
0.0% of portfolio
|
Q3 2025
Reduced 23.22%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
19,761
shares
|
$576,230
0.05% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
19,476
shares
|
$567,920
0.12% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Diligent Investors, LLC
|
Jan 22, 2026 Q4 2025 |
19,411
shares
|
$566,024
0.17% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
19,355
shares
|
$564,391
0.01% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
19,304
shares
|
$562,904
0.01% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
19,218
shares
|
$560,396
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
19,217
shares
|
$560,367
0.17% of portfolio
|
Q4 2025
Reduced 3.16%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
19,170
shares
|
$558,997
0.23% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
19,148
shares
|
$558,355
0.01% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Asset Planning Services Inc
|
Jan 16, 2026 Q4 2025 |
18,861
shares
|
$549,986
0.25% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
18,840
shares
|
$549,374
0.06% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
18,835
shares
|
$549,228
0.59% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
18,663
shares
|
$544,213
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
18,624
shares
|
$543,075
0.0% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
18,613
shares
|
$542,755
0.1% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
18,471
shares
|
$538,614
0.27% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
18,210
shares
|
$531,003
0.33% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
18,173
shares
|
$529,924
0.01% of portfolio
|
Q3 2025
Reduced 2.75%
|
|