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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
67,075
shares
|
$1.94 Million
1.42% of portfolio
|
Q3 2024
Added 28.34%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
66,966
shares
|
$1.94 Million
0.21% of portfolio
|
Q4 2024
Added 218.29%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
66,873
shares
|
$1.93 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
66,032
shares
|
$1.91 Million
0.24% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
65,943
shares
|
$1.91 Million
0.27% of portfolio
|
Q1 2025
Added 28.53%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
65,776
shares
|
$1.9 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
65,493
shares
|
$1.89 Million
0.13% of portfolio
|
Q2 2025
Added 146.33%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
65,091
shares
|
$1.88 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
64,899
shares
|
$1.88 Million
1.43% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
64,821
shares
|
$1.87 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
63,459
shares
|
$1.83 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
63,380
shares
|
$1.83 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
63,014
shares
|
$1.82 Million
0.08% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
62,408
shares
|
$1.8 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
62,169
shares
|
$1.8 Million
0.92% of portfolio
|
Q1 2025
Reduced 37.12%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
62,099
shares
|
$1.79 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
61,873
shares
|
$1.79 Million
0.67% of portfolio
|
Q4 2024
Added 101.06%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
61,815
shares
|
$1.79 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
61,672
shares
|
$1.78 Million
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
60,846
shares
|
$1.76 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
60,331
shares
|
$1.74 Million
0.91% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
60,276
shares
|
$1.74 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
60,233
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
59,884
shares
|
$1.73 Million
0.65% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
59,607
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.64%
|