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 |
|---|---|---|---|---|---|
|
Ht Partners LLC
|
Jan 21, 2026 Q4 2025 |
7,005
shares
|
$204,265
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
6,935
shares
|
$202,224
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
6,930
shares
|
$202,078
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
6,900
shares
|
$201,204
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
6,873
shares
|
$200,416
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
6,861
shares
|
$200,066
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
6,843
shares
|
$199,541
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
6,834
shares
|
$199,279
0.02% of portfolio
|
Q4 2025
Reduced 2.01%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
6,834
shares
|
$199,279
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,829
shares
|
$199,133
0.3% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
6,817
shares
|
$198,783
0.0% of portfolio
|
Q4 2025
Reduced 8.72%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
6,787
shares
|
$197,908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
6,773
shares
|
$197,500
0.0% of portfolio
|
Q4 2025
Reduced 11.28%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
6,763
shares
|
$197,209
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
6,709
shares
|
$195,634
0.05% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 23, 2026 Q4 2025 |
6,700
shares
|
$195,372
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
6,693
shares
|
$195,167
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
6,677
shares
|
$194,701
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
6,642
shares
|
$193,680
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,558
shares
|
$191,231
0.04% of portfolio
|
Q3 2023
Reduced 5.2%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,391
shares
|
$186,361
0.16% of portfolio
|
Q2 2022
Reduced 6.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,370
shares
|
$185,749
0.02% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
6,196
shares
|
$180,675
0.09% of portfolio
|
Q4 2025
Added 21.3%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
5,880
shares
|
$171,460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
5,817
shares
|
$169,623
0.82% of portfolio
|
Q4 2023
Added 31.37%
|
|