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 1,019 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $8.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
139,330
shares
|
$4.03 Million
0.73% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
139,148
shares
|
$4.02 Million
1.64% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
138,064
shares
|
$3.99 Million
1.34% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
137,895
shares
|
$3.99 Million
0.5% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
137,812
shares
|
$3.98 Million
1.75% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
136,828
shares
|
$3.95 Million
0.09% of portfolio
|
Q2 2025
Added 16.71%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
136,082
shares
|
$3.93 Million
0.26% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
135,348
shares
|
$3.91 Million
0.07% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
134,699
shares
|
$3.89 Million
0.05% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
133,530
shares
|
$3.86 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
131,988
shares
|
$3.81 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
129,739
shares
|
$3.75 Million
2.43% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
128,815
shares
|
$3.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.71%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
127,163
shares
|
$3.68 Million
0.55% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
127,039
shares
|
$3.67 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
126,197
shares
|
$3.65 Million
1.73% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
125,428
shares
|
$3.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
124,986
shares
|
$3.61 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
123,576
shares
|
$3.57 Million
0.24% of portfolio
|
Q2 2025
Added 2033.93%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
123,117
shares
|
$3.56 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
122,718
shares
|
$3.55 Million
0.31% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
122,328
shares
|
$3.54 Million
0.4% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
121,596
shares
|
$3.51 Million
0.12% of portfolio
|
Q2 2025
Added 3966.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
121,388
shares
|
$3.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
119,336
shares
|
$3.45 Million
0.08% of portfolio
|
Q2 2025
Added 66.79%
|