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 |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,302
shares
|
$37,966
0.01% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,287
shares
|
$37,528
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
1,117
shares
|
$32,571
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
1,089
shares
|
$31,755
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
1,050
shares
|
$30,618
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
1,050
shares
|
$30,618
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
1,004
shares
|
$29,276
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,000
shares
|
$29,160
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
947
shares
|
$27,614
0.0% of portfolio
|
Q3 2025
Reduced 68.34%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
945
shares
|
$27,556
0.02% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
920
shares
|
$26,827
0.03% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
889
shares
|
$25,923
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
786
shares
|
$22,919
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
785
shares
|
$22,890
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
783
shares
|
$22,832
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
778
shares
|
$22,686
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
763
shares
|
$22,249
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
753
shares
|
$21,957
0.0% of portfolio
|
Q3 2025
Reduced 30.79%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
741
shares
|
$21,607
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
725
shares
|
$21,141
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
723
shares
|
$21,082
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
651
shares
|
$18,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
642
shares
|
$18,720
0.0% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
641
shares
|
$18,691
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
638
shares
|
$18,604
0.03% of portfolio
|
Q2 2022
Added 0.31%
|
|