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 |
|---|---|---|---|---|---|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
78,409
shares
|
$2.27 Million
1.03% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
77,740
shares
|
$2.25 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
77,333
shares
|
$2.23 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
77,079
shares
|
$2.23 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
76,842
shares
|
$2.22 Million
0.08% of portfolio
|
Q4 2024
Added 200.73%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
76,395
shares
|
$2.21 Million
0.21% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
75,531
shares
|
$2.18 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
75,247
shares
|
$2.17 Million
0.6% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
74,495
shares
|
$2.15 Million
0.38% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
74,482
shares
|
$2.15 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
74,145
shares
|
$2.14 Million
0.45% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
73,570
shares
|
$2.13 Million
0.34% of portfolio
|
Q2 2025
Added 198.41%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
73,449
shares
|
$2.12 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
72,578
shares
|
$2.1 Million
0.01% of portfolio
|
Q1 2025
Added 95.65%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
72,024
shares
|
$2.08 Million
0.22% of portfolio
|
Q1 2025
Reduced 42.3%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
71,808
shares
|
$2.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
71,116
shares
|
$2.06 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
70,872
shares
|
$2.05 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
70,305
shares
|
$2.03 Million
0.45% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
68,729
shares
|
$1.99 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
67,830
shares
|
$1.96 Million
0.11% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
67,463
shares
|
$1.95 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
67,445
shares
|
$1.95 Million
5.03% of portfolio
|
Q2 2025
Reduced 72.82%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
67,426
shares
|
$1.95 Million
0.08% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
67,081
shares
|
$1.94 Million
0.1% of portfolio
|
Q1 2025
Added 5.27%
|