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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
129,297
shares
|
$3.82 Million
0.0% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
128,952
shares
|
$3.81 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
128,388
shares
|
$3.79 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
128,099
shares
|
$3.78 Million
1.3% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
126,986
shares
|
$3.75 Million
2.16% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
126,966
shares
|
$3.75 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
126,749
shares
|
$3.74 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
126,679
shares
|
$3.74 Million
0.2% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
126,651
shares
|
$3.74 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
123,675
shares
|
$3.65 Million
1.3% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
122,133
shares
|
$3.61 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
121,566
shares
|
$3.59 Million
1.67% of portfolio
|
Q3 2025
Reduced 20.72%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
120,519
shares
|
$3.56 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
120,114
shares
|
$3.55 Million
1.08% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
119,249
shares
|
$3.52 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
118,327
shares
|
$3.5 Million
0.07% of portfolio
|
Q3 2025
Added 108.37%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
117,102
shares
|
$3.46 Million
1.07% of portfolio
|
Q3 2025
Reduced 30.21%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
116,949
shares
|
$3.45 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
116,217
shares
|
$3.43 Million
1.57% of portfolio
|
Q1 2025
Added 19.38%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
115,751
shares
|
$3.42 Million
0.01% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
112,246
shares
|
$3.32 Million
2.27% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
111,816
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
111,659
shares
|
$3.3 Million
2.46% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
109,703
shares
|
$3.24 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
108,530
shares
|
$3.21 Million
0.02% of portfolio
|
Q3 2025
New holding
|