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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
98,983
shares
|
$2.92 Million
0.34% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
98,084
shares
|
$2.89 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
98,081
shares
|
$2.89 Million
0.11% of portfolio
|
Q3 2025
Added 350.39%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
96,648
shares
|
$2.85 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
96,528
shares
|
$2.84 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
94,923
shares
|
$2.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
94,182
shares
|
$2.78 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
93,324
shares
|
$2.75 Million
0.05% of portfolio
|
Q3 2025
Reduced 18.99%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
92,829
shares
|
$2.74 Million
0.41% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
92,257
shares
|
$2.72 Million
0.02% of portfolio
|
Q2 2025
Added 149.86%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,122
shares
|
$2.71 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
91,506
shares
|
$2.7 Million
0.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
91,104
shares
|
$2.68 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
90,871
shares
|
$2.68 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
90,793
shares
|
$2.68 Million
0.43% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
90,766
shares
|
$2.67 Million
0.47% of portfolio
|
Q2 2025
Added 59.69%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
90,723
shares
|
$2.67 Million
0.22% of portfolio
|
Q2 2025
Added 25.96%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
90,620
shares
|
$2.67 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
90,254
shares
|
$2.66 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
90,008
shares
|
$2.65 Million
0.02% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
89,944
shares
|
$2.65 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
89,817
shares
|
$2.65 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
89,737
shares
|
$2.64 Million
0.16% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
89,249
shares
|
$2.63 Million
0.9% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
88,764
shares
|
$2.62 Million
0.71% of portfolio
|
Q3 2025
Added 4.7%
|