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 1,063 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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
512,014
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
498,803
shares
|
$14.5 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
498,477
shares
|
$14.5 Million
6.34% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
498,440
shares
|
$14.5 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Curbstone Financial Management Corp
|
Jan 23, 2026 Q4 2025 |
497,949
shares
|
$14.5 Million
2.86% of portfolio
|
Q4 2025
Added 2.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
494,825
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
489,341
shares
|
$14.3 Million
0.08% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
478,872
shares
|
$14 Million
2.21% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
477,408
shares
|
$13.9 Million
3.36% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
463,145
shares
|
$13.5 Million
4.13% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
451,608
shares
|
$13.2 Million
2.63% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
450,132
shares
|
$13.1 Million
1.25% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
447,269
shares
|
$13 Million
1.34% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
441,180
shares
|
$12.9 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
433,221
shares
|
$12.6 Million
0.85% of portfolio
|
Q4 2025
Added 5.12%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 20, 2026 Q4 2025 |
432,356
shares
|
$12.6 Million
9.72% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
426,954
shares
|
$12.4 Million
0.45% of portfolio
|
Q4 2025
Reduced 1.95%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
414,709
shares
|
$12.1 Million
1.3% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 16, 2026 Q4 2025 |
412,211
shares
|
$12 Million
1.96% of portfolio
|
Q4 2025
Added 3.58%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
403,521
shares
|
$11.8 Million
5.09% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
394,341
shares
|
$11.5 Million
1.69% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Peak Financial Management, Inc.
|
Jan 22, 2026 Q4 2025 |
392,250
shares
|
$11.4 Million
3.17% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
389,060
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
387,241
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
380,793
shares
|
$11.1 Million
3.28% of portfolio
|
Q3 2025
Added 38.36%
|
|