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 1,060 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 $8.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
60,352,324
shares
|
$1.78 Billion
3.39% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
29,603,590
shares
|
$874 Million
0.72% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,782,575
shares
|
$319 Million
0.38% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
10,272,223
shares
|
$303 Million
0.21% of portfolio
|
Q2 2025
Added 25.25%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
9,465,593
shares
|
$280 Million
3.22% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
8,373,700
shares
|
$247 Million
7.39% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,733,253
shares
|
$169 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
5,436,349
shares
|
$161 Million
0.27% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
4,204,735
shares
|
$124 Million
7.34% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
3,298,197
shares
|
$97.4 Million
2.92% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
2,928,064
shares
|
$86.5 Million
6.72% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,530,509
shares
|
$74.8 Million
0.05% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,135,799
shares
|
$63.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,991,592
shares
|
$58.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,968,099
shares
|
$58.1 Million
0.76% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
1,924,641
shares
|
$56.9 Million
0.11% of portfolio
|
Q3 2025
Added 2708.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,780,735
shares
|
$52.6 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,773,495
shares
|
$52.4 Million
0.0% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
1,723,095
shares
|
$50.9 Million
4.74% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,645,070
shares
|
$48.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,634,298
shares
|
$48.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,608,649
shares
|
$47.5 Million
0.48% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,578,380
shares
|
$46.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
1,489,605
shares
|
$44 Million
3.23% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,396,482
shares
|
$41.3 Million
1.39% of portfolio
|
Q3 2025
Added 8.25%
|