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 1,061 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $8.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
165,616
shares
|
$4.83 Million
0.0% of portfolio
|
Q2 2025
Added 38.25%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
162,912
shares
|
$4.75 Million
3.68% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
162,841
shares
|
$4.75 Million
2.5% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
159,202
shares
|
$4.64 Million
2.46% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
158,034
shares
|
$4.61 Million
2.29% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
153,667
shares
|
$4.48 Million
2.23% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
151,477
shares
|
$4.42 Million
1.05% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
149,815
shares
|
$4.37 Million
0.97% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
148,404
shares
|
$4.33 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
148,056
shares
|
$4.32 Million
0.02% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
147,879
shares
|
$4.31 Million
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
146,374
shares
|
$4.27 Million
0.77% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
146,357
shares
|
$4.27 Million
1.91% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
145,509
shares
|
$4.24 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
145,381
shares
|
$4.24 Million
2.82% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
144,057
shares
|
$4.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
142,009
shares
|
$4.14 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
141,937
shares
|
$4.14 Million
2.75% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
141,841
shares
|
$4.14 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
140,691
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.37%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
139,632
shares
|
$4.07 Million
0.66% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
138,318
shares
|
$4.03 Million
1.21% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
137,383
shares
|
$4.01 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
136,880
shares
|
$3.99 Million
1.7% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
134,829
shares
|
$3.93 Million
0.5% of portfolio
|
Q3 2025
Added 9.9%
|
|