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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
58,861
shares
|
$1.7 Million
0.32% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
58,449
shares
|
$1.69 Million
0.88% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
58,091
shares
|
$1.68 Million
0.51% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
57,929
shares
|
$1.67 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
57,885
shares
|
$1.67 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
57,866
shares
|
$1.67 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
57,417
shares
|
$1.66 Million
0.22% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
56,996
shares
|
$1.65 Million
1.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
56,966
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
56,839
shares
|
$1.64 Million
0.33% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
56,433
shares
|
$1.63 Million
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
55,929
shares
|
$1.62 Million
0.08% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
55,551
shares
|
$1.61 Million
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
55,551
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
55,252
shares
|
$1.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
54,659
shares
|
$1.58 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
53,968
shares
|
$1.56 Million
0.17% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Chandler Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
53,922
shares
|
$1.56 Million
0.27% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
53,876
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
53,604
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
53,464
shares
|
$1.55 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
53,144
shares
|
$1.54 Million
1.24% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
52,431
shares
|
$1.52 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
52,205
shares
|
$1.51 Million
1.34% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
52,088
shares
|
$1.51 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.54%
|