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 |
|---|---|---|---|---|---|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
18,063
shares
|
$526,717
0.11% of portfolio
|
Q4 2024
Added 184.59%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jan 22, 2026 Q4 2025 |
17,904
shares
|
$522,080
0.29% of portfolio
|
Q4 2025
Reduced 7.66%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
17,655
shares
|
$514,819
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
17,571
shares
|
$512,370
0.28% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 20, 2026 Q4 2025 |
17,526
shares
|
$511,058
0.38% of portfolio
|
Q4 2025
Added 14.06%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
17,357
shares
|
$506,130
0.23% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
17,341
shares
|
$505,663
0.02% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
17,290
shares
|
$504,176
0.01% of portfolio
|
Q4 2025
Reduced 14.52%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
17,273
shares
|
$503,680
0.01% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
17,235
shares
|
$502,572
0.02% of portfolio
|
Q4 2025
Reduced 2.2%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
17,207
shares
|
$501,756
0.87% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
17,197
shares
|
$501,464
0.04% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
17,100
shares
|
$498,636
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
17,058
shares
|
$497,411
0.02% of portfolio
|
Q4 2025
Added 6.01%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
17,058
shares
|
$497,411
0.85% of portfolio
|
Q1 2023
Added 0.16%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
16,986
shares
|
$495,311
0.22% of portfolio
|
Q1 2025
Reduced 52.15%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
16,873
shares
|
$492,016
0.36% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
16,821
shares
|
$490,500
0.19% of portfolio
|
Q2 2023
Reduced 10.99%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
16,742
shares
|
$488,196
0.15% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
16,735
shares
|
$487,992
0.34% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
16,684
shares
|
$486,505
0.17% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
16,662
shares
|
$485,863
0.32% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
16,653
shares
|
$485,601
0.07% of portfolio
|
Q4 2025
Added 4.68%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
16,485
shares
|
$480,702
0.23% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
16,419
shares
|
$478,778
0.0% of portfolio
|
Q3 2025
Added 5.51%
|
|