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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
609
shares
|
$17,758
0.0% of portfolio
|
Q4 2025
Reduced 16.46%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
591
shares
|
$17,233
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
559
shares
|
$16,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
555
shares
|
$16,183
0.01% of portfolio
|
Q4 2024
Added 620.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
480
shares
|
$13,996
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
456
shares
|
$13,296
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
456
shares
|
$13,296
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
450
shares
|
$13,122
0.0% of portfolio
|
Q4 2025
Reduced 10.54%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
450
shares
|
$13,122
0.0% of portfolio
|
Q3 2025
Reduced 30.88%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
450
shares
|
$13,122
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
432
shares
|
$12,597
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
396
shares
|
$11,547
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
393
shares
|
$11,459
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
388
shares
|
$11,314
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
383
shares
|
$11,168
0.0% of portfolio
|
Q2 2024
Added 71.75%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
375
shares
|
$10,935
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
371
shares
|
$10,818
0.0% of portfolio
|
Q3 2025
Added 2550.0%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
360
shares
|
$10,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
347
shares
|
$10,118
0.0% of portfolio
|
Q3 2022
Reduced 16.39%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
340
shares
|
$9,914
0.0% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
336
shares
|
$9,797
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
318
shares
|
$9,272
0.0% of portfolio
|
Q2 2022
Reduced 80.35%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
309
shares
|
$9,010
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
292
shares
|
$8,514
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
285
shares
|
$8,310
0.0% of portfolio
|
Q2 2025
Added 11.76%
|
|