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 |
|---|---|---|---|---|---|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
52,059
shares
|
$1.5 Million
0.65% of portfolio
|
Q4 2024
Added 232.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
52,007
shares
|
$1.5 Million
1.97% of portfolio
|
Q2 2023
Added 62.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
51,987
shares
|
$1.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
51,600
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.94%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
51,265
shares
|
$1.48 Million
0.59% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
51,200
shares
|
$1.48 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
51,110
shares
|
$1.48 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
50,642
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 32.38%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
50,516
shares
|
$1.46 Million
0.69% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
50,210
shares
|
$1.45 Million
0.08% of portfolio
|
Q4 2024
Added 242.92%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
49,998
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2022
Reduced 6.63%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
49,945
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 186.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
49,728
shares
|
$1.44 Million
0.07% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
49,725
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
49,695
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2024
Added 215.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,467
shares
|
$1.43 Million
0.29% of portfolio
|
Q4 2022
Reduced 2.12%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
49,310
shares
|
$1.43 Million
0.63% of portfolio
|
Q1 2025
Reduced 43.04%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
48,502
shares
|
$1.4 Million
0.07% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
48,450
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
47,898
shares
|
$1.38 Million
1.58% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
47,670
shares
|
$1.38 Million
0.23% of portfolio
|
Q2 2025
Reduced 76.03%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
47,619
shares
|
$1.38 Million
0.51% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
47,529
shares
|
$1.37 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
47,491
shares
|
$1.37 Million
1.58% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
47,087
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 34.27%
|