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 |
|---|---|---|---|---|---|
|
Kaizen Financial Strategies
|
Jan 20, 2026 Q4 2025 |
11,481
shares
|
$334,785
0.16% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
11,446
shares
|
$333,765
0.12% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,414
shares
|
$332,832
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
11,411
shares
|
$332,744
0.08% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
11,348
shares
|
$330,907
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
11,327
shares
|
$330,295
0.62% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
11,301
shares
|
$329,537
0.06% of portfolio
|
Q3 2025
Reduced 16.79%
|
|
|
Triton Wealth Management, Pllc
|
Nov 12, 2025 Q3 2025 |
11,214
shares
|
$327,000
0.14% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
11,190
shares
|
$326,300
0.02% of portfolio
|
Q1 2025
Added 32.98%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,170
shares
|
$325,717
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,163
shares
|
$325,513
0.04% of portfolio
|
Q4 2024
Added 239.3%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
11,126
shares
|
$324,434
0.06% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
11,004
shares
|
$320,876
0.0% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
10,923
shares
|
$318,514
0.04% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
10,922
shares
|
$318,485
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
10,835
shares
|
$315,948
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,801
shares
|
$314,957
0.02% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
10,780
shares
|
$314,344
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
10,731
shares
|
$312,915
0.03% of portfolio
|
Q3 2025
Added 41.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
10,725
shares
|
$312,741
0.0% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
10,706
shares
|
$312,186
0.13% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
10,706
shares
|
$312,186
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
10,573
shares
|
$308,308
0.09% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
10,557
shares
|
$307,842
0.02% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
10,495
shares
|
$306,034
0.04% of portfolio
|
Q4 2025
Reduced 0.88%
|
|