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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
14,192
shares
|
$413,838
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
14,136
shares
|
$412,205
0.01% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
14,067
shares
|
$410,193
0.01% of portfolio
|
Q4 2025
Reduced 31.3%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
13,965
shares
|
$407,219
0.11% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
13,895
shares
|
$405,178
0.36% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
13,857
shares
|
$404,070
0.0% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 23, 2026 Q4 2025 |
13,839
shares
|
$403,545
0.23% of portfolio
|
Q4 2025
Reduced 2.22%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
13,818
shares
|
$402,932
0.0% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
13,491
shares
|
$393,397
0.14% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jan 22, 2026 Q4 2025 |
13,485
shares
|
$393,222
0.09% of portfolio
|
Q4 2025
Reduced 4.5%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
13,285
shares
|
$387,390
0.03% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Mbe Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
13,231
shares
|
$385,815
0.18% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
13,212
shares
|
$385,261
0.09% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
13,202
shares
|
$384,970
0.13% of portfolio
|
Q4 2025
Reduced 3.41%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
13,134
shares
|
$382,987
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
13,132
shares
|
$382,929
0.12% of portfolio
|
Q4 2025
Added 8.46%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
13,128
shares
|
$382,812
0.17% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
13,120
shares
|
$382,579
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
13,043
shares
|
$380,333
0.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
12,871
shares
|
$375,318
0.07% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
12,870
shares
|
$375,289
0.04% of portfolio
|
Q4 2023
Added 0.04%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,814
shares
|
$373,656
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
12,630
shares
|
$368,290
0.21% of portfolio
|
Q4 2025
Reduced 3.54%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
12,572
shares
|
$366,599
0.12% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
12,520
shares
|
$365,083
0.03% of portfolio
|
Q4 2025
Reduced 12.71%
|
|