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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,700
shares
|
$166,212
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
5,673
shares
|
$165,424
0.01% of portfolio
|
Q4 2025
Added 30.14%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
5,426
shares
|
$158,222
0.03% of portfolio
|
Q4 2024
Added 199.94%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
5,115
shares
|
$149,153
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
4,971
shares
|
$144,954
0.01% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
4,952
shares
|
$144,400
0.05% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
4,927
shares
|
$143,671
0.12% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,914
shares
|
$143,292
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,860
shares
|
$141,717
0.0% of portfolio
|
Q2 2023
Added 6.03%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
4,845
shares
|
$141,280
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
4,718
shares
|
$137,576
0.0% of portfolio
|
Q3 2025
Reduced 37.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
4,631
shares
|
$135,039
0.0% of portfolio
|
Q3 2025
Added 32.62%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
4,597
shares
|
$134,048
0.03% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
4,519
shares
|
$131,774
0.59% of portfolio
|
Q3 2022
Reduced 8.91%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
4,419
shares
|
$128,858
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,316
shares
|
$125,854
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
4,302
shares
|
$125,446
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
4,247
shares
|
$123,842
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,214
shares
|
$122,880
0.03% of portfolio
|
Q4 2023
Added 1.94%
|
|
|
Evolution Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
4,191
shares
|
$122,209
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
4,149
shares
|
$120,984
0.0% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,037
shares
|
$117,718
0.17% of portfolio
|
Q4 2022
Added 0.52%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
4,001
shares
|
$116,669
0.02% of portfolio
|
Q4 2021
Added 0.6%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
3,960
shares
|
$115,473
0.1% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
3,912
shares
|
$114,073
0.0% of portfolio
|
Q4 2025
Added 11.9%
|
|