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 |
|---|---|---|---|---|---|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
3,900
shares
|
$113,724
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,873
shares
|
$112,936
0.11% of portfolio
|
Q3 2022
Reduced 5.81%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
3,815
shares
|
$111,245
0.05% of portfolio
|
Q3 2025
Added 44.51%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,572
shares
|
$104,159
0.0% of portfolio
|
Q4 2022
Added 1.74%
|
|
|
First Community Trust Na
|
Jan 16, 2026 Q4 2025 |
3,500
shares
|
$102,060
0.08% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
3,490
shares
|
$101,768
0.0% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
3,294
shares
|
$96,053
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
3,286
shares
|
$95,819
0.1% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
3,155
shares
|
$91,999
0.0% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
3,137
shares
|
$91,474
0.02% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
3,049
shares
|
$88,908
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,009
shares
|
$87,742
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
3,000
shares
|
$87,480
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,952
shares
|
$86,080
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
2,880
shares
|
$83,980
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,749
shares
|
$80,160
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
2,699
shares
|
$78,702
0.06% of portfolio
|
Q3 2025
Added 31.08%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
2,643
shares
|
$77,069
0.04% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
2,550
shares
|
$74,358
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
2,530
shares
|
$73,774
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
2,406
shares
|
$70,158
0.0% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,400
shares
|
$69,984
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
2,370
shares
|
$69,109
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
2,271
shares
|
$66,222
0.02% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
2,144
shares
|
$62,519
0.01% of portfolio
|
Q3 2025
New holding
|
|