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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
101,998
shares
|
$2.95 Million
0.16% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
101,842
shares
|
$2.94 Million
4.22% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
101,744
shares
|
$2.94 Million
1.22% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
101,588
shares
|
$2.94 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
101,368
shares
|
$2.93 Million
0.84% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
100,713
shares
|
$2.91 Million
2.23% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
100,692
shares
|
$2.91 Million
2.49% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
100,526
shares
|
$2.91 Million
0.13% of portfolio
|
Q1 2025
Added 94.16%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
99,869
shares
|
$2.89 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
98,415
shares
|
$2.84 Million
1.42% of portfolio
|
Q4 2024
Added 133.42%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
98,384
shares
|
$2.84 Million
0.76% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
97,978
shares
|
$2.83 Million
0.53% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
97,451
shares
|
$2.82 Million
0.97% of portfolio
|
Q2 2025
Reduced 31.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
97,037
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
96,806
shares
|
$2.8 Million
0.12% of portfolio
|
Q1 2025
Added 53.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
96,528
shares
|
$2.79 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
95,628
shares
|
$2.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
94,172
shares
|
$2.72 Million
2.06% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,122
shares
|
$2.66 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
91,964
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
91,476
shares
|
$2.64 Million
0.23% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
91,442
shares
|
$2.64 Million
1.02% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
91,242
shares
|
$2.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
90,793
shares
|
$2.62 Million
0.43% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
90,395
shares
|
$2.61 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.11%
|