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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
9,350
shares
|
$272,646
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
9,331
shares
|
$272,091
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
9,307
shares
|
$271,392
0.02% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
9,282
shares
|
$270,663
0.04% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
9,271
shares
|
$270,342
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
9,258
shares
|
$269,963
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,246
shares
|
$269,613
0.36% of portfolio
|
Q4 2022
Reduced 5.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
9,243
shares
|
$269,525
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,167
shares
|
$267,309
0.01% of portfolio
|
Q4 2024
Added 170.49%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
9,106
shares
|
$265,530
0.03% of portfolio
|
Q3 2025
Reduced 10.22%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
9,059
shares
|
$264,160
0.02% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
9,053
shares
|
$263,985
0.01% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
9,030
shares
|
$263,314
0.01% of portfolio
|
Q3 2025
Reduced 73.56%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
9,000
shares
|
$262,440
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
8,984
shares
|
$261,973
0.0% of portfolio
|
Q3 2025
Reduced 44.69%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
8,980
shares
|
$261,856
0.07% of portfolio
|
Q3 2022
Added 11.76%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
8,962
shares
|
$261,331
0.79% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,906
shares
|
$259,698
0.0% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
8,881
shares
|
$258,969
0.2% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
8,821
shares
|
$257,220
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
8,784
shares
|
$256,141
0.22% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
8,767
shares
|
$255,645
0.14% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
8,732
shares
|
$254,625
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
8,715
shares
|
$254,129
0.01% of portfolio
|
Q3 2025
Reduced 48.85%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
8,670
shares
|
$252,817
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|