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 |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
88,693
shares
|
$2.61 Million
0.08% of portfolio
|
Q2 2025
Added 23.51%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
88,670
shares
|
$2.61 Million
0.11% of portfolio
|
Q2 2025
Added 174.72%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
88,494
shares
|
$2.61 Million
0.88% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
88,114
shares
|
$2.6 Million
0.57% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
87,526
shares
|
$2.58 Million
1.15% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
86,532
shares
|
$2.55 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
85,890
shares
|
$2.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 44.02%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
85,729
shares
|
$2.53 Million
1.84% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
85,094
shares
|
$2.51 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
84,584
shares
|
$2.49 Million
2.09% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
84,549
shares
|
$2.49 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
84,519
shares
|
$2.49 Million
0.65% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
84,000
shares
|
$2.48 Million
0.77% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
82,294
shares
|
$2.43 Million
0.38% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
81,970
shares
|
$2.42 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
81,871
shares
|
$2.41 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
81,403
shares
|
$2.4 Million
1.36% of portfolio
|
Q3 2025
Added 27.14%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
81,390
shares
|
$2.4 Million
0.71% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
81,234
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
80,879
shares
|
$2.38 Million
1.38% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
79,624
shares
|
$2.35 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
78,152
shares
|
$2.3 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
77,355
shares
|
$2.28 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
77,333
shares
|
$2.28 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
76,922
shares
|
$2.27 Million
0.06% of portfolio
|
Q2 2025
Added 0.1%
|