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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
269,680
shares
|
$7.86 Million
0.95% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jan 20, 2026 Q4 2025 |
269,093
shares
|
$7.85 Million
6.26% of portfolio
|
Q4 2025
Added 19.65%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
265,513
shares
|
$7.74 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 07, 2026 Q4 2025 |
264,437
shares
|
$7.71 Million
4.62% of portfolio
|
Q4 2025
Added 3.37%
|
|
|
Schaeffer Financial LLC
|
Nov 03, 2025 Q3 2025 |
262,984
shares
|
$7.67 Million
7.08% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
262,523
shares
|
$7.66 Million
0.61% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
256,888
shares
|
$7.49 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
255,595
shares
|
$7.45 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
252,105
shares
|
$7.35 Million
1.79% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
248,877
shares
|
$7.26 Million
2.07% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
247,619
shares
|
$7.22 Million
0.01% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
246,673
shares
|
$7.19 Million
1.84% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 23, 2026 Q4 2025 |
244,371
shares
|
$7.13 Million
1.01% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
244,032
shares
|
$7.12 Million
0.45% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
241,917
shares
|
$7.05 Million
0.09% of portfolio
|
Q4 2025
Added 17.8%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
238,525
shares
|
$6.96 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
236,489
shares
|
$6.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
234,307
shares
|
$6.83 Million
1.13% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
228,624
shares
|
$6.67 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
226,887
shares
|
$6.62 Million
1.6% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
225,077
shares
|
$6.56 Million
1.48% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
219,946
shares
|
$6.41 Million
2.2% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
219,522
shares
|
$6.4 Million
0.66% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
217,848
shares
|
$6.35 Million
1.45% of portfolio
|
Q3 2025
Reduced 44.11%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
214,879
shares
|
$6.27 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.75%
|
|