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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
8,663
shares
|
$252,613
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,655
shares
|
$252,379
0.01% of portfolio
|
Q3 2023
Reduced 3.88%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
8,634
shares
|
$251,767
0.0% of portfolio
|
Q1 2025
Added 43.33%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
8,590
shares
|
$250,484
0.15% of portfolio
|
Q4 2025
Added 4.31%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
8,506
shares
|
$248,034
0.13% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
8,386
shares
|
$244,535
0.01% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
8,318
shares
|
$242,552
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
8,303
shares
|
$242,115
0.02% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
8,235
shares
|
$240,132
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jan 21, 2026 Q4 2025 |
8,225
shares
|
$239,841
0.21% of portfolio
|
Q4 2025
Reduced 32.35%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,191
shares
|
$238,849
0.05% of portfolio
|
Q4 2022
Reduced 1.16%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
8,175
shares
|
$238,383
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
8,150
shares
|
$237,654
0.14% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
8,105
shares
|
$236,341
0.04% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
8,100
shares
|
$236,196
0.0% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
8,064
shares
|
$235,146
0.01% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
8,046
shares
|
$234,621
0.05% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
8,038
shares
|
$234,388
0.12% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
7,971
shares
|
$232,434
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
7,955
shares
|
$231,967
0.03% of portfolio
|
Q3 2025
Reduced 21.47%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
7,940
shares
|
$231,530
0.0% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
7,935
shares
|
$231,384
0.11% of portfolio
|
Q4 2025
Added 9.07%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
7,896
shares
|
$230,247
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
7,893
shares
|
$230,159
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
7,875
shares
|
$229,635
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|