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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
338,857
shares
|
$9.88 Million
0.37% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
337,622
shares
|
$9.85 Million
0.67% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
337,242
shares
|
$9.83 Million
0.33% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
328,815
shares
|
$9.59 Million
2.92% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
328,212
shares
|
$9.57 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Youngs Advisory Group, Inc.
|
Jan 14, 2026 Q4 2025 |
327,279
shares
|
$9.54 Million
3.23% of portfolio
|
Q4 2025
Reduced 8.47%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
326,203
shares
|
$9.51 Million
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
324,955
shares
|
$9.48 Million
0.01% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
324,116
shares
|
$9.45 Million
0.0% of portfolio
|
Q3 2025
Added 274.56%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
321,516
shares
|
$9.38 Million
2.66% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
319,647
shares
|
$9.32 Million
0.03% of portfolio
|
Q3 2025
Added 1086.51%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
318,796
shares
|
$9.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
318,748
shares
|
$9.29 Million
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
307,350
shares
|
$8.96 Million
3.75% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
307,070
shares
|
$8.95 Million
0.59% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
305,958
shares
|
$8.92 Million
4.21% of portfolio
|
Q4 2025
Added 27.97%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
298,027
shares
|
$8.69 Million
4.66% of portfolio
|
Q4 2024
Added 192.05%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
296,455
shares
|
$8.64 Million
4.06% of portfolio
|
Q3 2025
Reduced 13.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
294,747
shares
|
$8.59 Million
0.45% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
293,483
shares
|
$8.56 Million
0.7% of portfolio
|
Q4 2025
Added 2.0%
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
290,220
shares
|
$8.46 Million
0.54% of portfolio
|
Q4 2025
Reduced 4.43%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
284,720
shares
|
$8.3 Million
2.48% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
282,595
shares
|
$8.24 Million
0.1% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
282,287
shares
|
$8.23 Million
0.45% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
276,897
shares
|
$8.07 Million
0.92% of portfolio
|
Q3 2025
Added 3.11%
|
|