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 |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
12,496
shares
|
$364,383
0.0% of portfolio
|
Q3 2025
Added 56.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
12,451
shares
|
$363,071
0.0% of portfolio
|
Q3 2025
Reduced 76.7%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
12,423
shares
|
$362,254
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
12,365
shares
|
$360,563
0.02% of portfolio
|
Q4 2025
Reduced 19.48%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
12,247
shares
|
$357,122
0.21% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
12,204
shares
|
$355,868
0.06% of portfolio
|
Q3 2025
Added 21.26%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
12,177
shares
|
$355,081
0.05% of portfolio
|
Q4 2025
Reduced 11.13%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
12,164
shares
|
$354,702
0.16% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
12,138
shares
|
$353,944
0.22% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
12,128
shares
|
$353,652
0.2% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
12,000
shares
|
$349,920
0.02% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
12,000
shares
|
$349,920
0.23% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 23, 2026 Q4 2025 |
11,995
shares
|
$349,774
0.06% of portfolio
|
Q4 2025
Added 1.27%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
11,973
shares
|
$349,132
0.01% of portfolio
|
Q4 2024
Added 200.53%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2026 Q4 2025 |
11,967
shares
|
$348,957
0.08% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
11,818
shares
|
$344,612
0.25% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
11,810
shares
|
$344,379
0.23% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
11,769
shares
|
$343,184
0.09% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
11,737
shares
|
$342,250
0.07% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
11,735
shares
|
$342,192
0.04% of portfolio
|
Q4 2024
Added 207.2%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,693
shares
|
$340,967
0.08% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
11,678
shares
|
$340,530
0.29% of portfolio
|
Q1 2023
Added 2.07%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
11,664
shares
|
$340,122
0.11% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
11,650
shares
|
$339,714
0.03% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 14, 2026 Q4 2025 |
11,525
shares
|
$336,069
0.07% of portfolio
|
Q3 2025
Reduced 0.69%
|
|