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 |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
16,412
shares
|
$478,573
0.26% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 23, 2026 Q4 2025 |
16,399
shares
|
$478,194
0.26% of portfolio
|
Q4 2025
Added 74.11%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
16,381
shares
|
$477,669
0.2% of portfolio
|
Q4 2025
Added 96.02%
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 24, 2025 Q3 2025 |
16,328
shares
|
$476,124
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 20, 2026 Q4 2025 |
16,264
shares
|
$474,258
0.05% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
16,227
shares
|
$473,179
0.26% of portfolio
|
Q4 2022
Reduced 0.2%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
16,082
shares
|
$468,951
0.34% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
15,876
shares
|
$462,944
0.03% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
15,823
shares
|
$461,398
0.05% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
15,818
shares
|
$461,252
0.03% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
15,690
shares
|
$457,520
0.04% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
15,548
shares
|
$453,379
0.03% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
15,243
shares
|
$444,485
0.32% of portfolio
|
Q3 2025
Added 86.98%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
15,070
shares
|
$439,441
0.01% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
15,007
shares
|
$437,604
0.6% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
15,000
shares
|
$437,400
0.23% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
14,997
shares
|
$437,312
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
14,973
shares
|
$436,612
0.14% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,946
shares
|
$435,825
0.13% of portfolio
|
Q4 2023
Reduced 0.03%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
14,900
shares
|
$434,484
0.08% of portfolio
|
Q1 2025
Added 71.88%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
14,650
shares
|
$427,194
0.73% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
14,578
shares
|
$425,094
0.0% of portfolio
|
Q3 2025
Added 42.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
14,260
shares
|
$415,821
0.02% of portfolio
|
Q3 2025
Added 1285.81%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
14,213
shares
|
$414,451
0.02% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
14,193
shares
|
$413,867
0.23% of portfolio
|
Q2 2025
New holding
|
|