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 283 Million shares, which have been reported (via 13F filing form) to have a value of $8.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
90,254
shares
|
$2.61 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
90,206
shares
|
$2.61 Million
0.66% of portfolio
|
Q1 2025
Reduced 15.9%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
89,910
shares
|
$2.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
89,830
shares
|
$2.6 Million
0.41% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
89,537
shares
|
$2.59 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
89,249
shares
|
$2.58 Million
0.9% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
87,222
shares
|
$2.52 Million
2.06% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
86,891
shares
|
$2.51 Million
0.07% of portfolio
|
Q4 2024
Added 201.9%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
86,193
shares
|
$2.49 Million
0.19% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
86,135
shares
|
$2.49 Million
0.44% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
85,729
shares
|
$2.48 Million
1.84% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
85,469
shares
|
$2.47 Million
1.16% of portfolio
|
Q2 2025
Added 44.15%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
84,888
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Added 93.27%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
84,779
shares
|
$2.45 Million
0.68% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
84,000
shares
|
$2.43 Million
0.81% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
83,791
shares
|
$2.42 Million
1.34% of portfolio
|
Q2 2025
Reduced 55.17%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
83,490
shares
|
$2.41 Million
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
82,377
shares
|
$2.38 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
82,003
shares
|
$2.37 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
81,936
shares
|
$2.37 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
80,989
shares
|
$2.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
80,879
shares
|
$2.34 Million
1.38% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
79,829
shares
|
$2.31 Million
1.44% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
79,784
shares
|
$2.31 Million
0.58% of portfolio
|
Q2 2025
Reduced 22.81%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
78,908
shares
|
$2.28 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.59%
|