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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
119,240
shares
|
$3.45 Million
1.1% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
118,780
shares
|
$3.43 Million
1.33% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
118,144
shares
|
$3.41 Million
2.2% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
117,467
shares
|
$3.39 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
116,423
shares
|
$3.36 Million
1.95% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
116,217
shares
|
$3.36 Million
1.64% of portfolio
|
Q1 2025
Added 19.38%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
115,204
shares
|
$3.33 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
115,166
shares
|
$3.33 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
112,933
shares
|
$3.26 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
112,631
shares
|
$3.26 Million
2.86% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
111,569
shares
|
$3.22 Million
1.5% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
111,219
shares
|
$3.21 Million
1.59% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
110,920
shares
|
$3.21 Million
0.42% of portfolio
|
Q1 2025
Added 46.75%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
110,817
shares
|
$3.2 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
109,539
shares
|
$3.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 48.18%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
109,425
shares
|
$3.16 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
107,176
shares
|
$3.1 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
106,950
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
106,377
shares
|
$3.07 Million
0.37% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
106,296
shares
|
$3.07 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
105,845
shares
|
$3.06 Million
0.35% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
105,217
shares
|
$3.04 Million
1.14% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
103,929
shares
|
$3 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
102,620
shares
|
$2.97 Million
2.13% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
102,292
shares
|
$2.96 Million
1.63% of portfolio
|
Q1 2025
Added 11.45%
|