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 |
|---|---|---|---|---|---|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
10,380
shares
|
$302,680
0.05% of portfolio
|
Q3 2025
Reduced 50.39%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
10,331
shares
|
$301,251
0.08% of portfolio
|
Q4 2025
Reduced 10.69%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
10,307
shares
|
$300,552
0.03% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Nov 20, 2025 Q3 2025 |
10,179
shares
|
$296,819
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,067
shares
|
$293,553
0.2% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
9,910
shares
|
$288,975
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Capital Management LLC
|
Jan 05, 2026 Q4 2025 |
9,831
shares
|
$286,671
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
9,810
shares
|
$286,059
0.14% of portfolio
|
Q4 2024
Added 196.37%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
9,780
shares
|
$285,184
0.08% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,770
shares
|
$284,893
0.01% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
9,690
shares
|
$282,560
0.02% of portfolio
|
Q4 2025
Reduced 15.15%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
9,654
shares
|
$281,510
0.16% of portfolio
|
Q1 2025
Reduced 57.98%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
9,645
shares
|
$281,248
0.03% of portfolio
|
Q4 2019
Reduced 76.67%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
9,623
shares
|
$280,606
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
9,620
shares
|
$280,519
0.07% of portfolio
|
Q4 2025
Reduced 2.52%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
9,606
shares
|
$280,110
0.01% of portfolio
|
Q3 2025
Reduced 15.31%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
9,595
shares
|
$279,790
0.18% of portfolio
|
Q4 2025
Added 1.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,569
shares
|
$279,032
0.0% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
9,538
shares
|
$278,128
0.07% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
9,513
shares
|
$277,399
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
9,481
shares
|
$276,465
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
9,464
shares
|
$275,970
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
9,439
shares
|
$275,241
0.08% of portfolio
|
Q3 2025
Reduced 42.6%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
9,390
shares
|
$273,812
0.06% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,384
shares
|
$273,637
0.0% of portfolio
|
Q3 2025
Added 11.37%
|
|