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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
47,082
shares
|
$1.36 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
46,998
shares
|
$1.36 Million
0.59% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
46,766
shares
|
$1.35 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
46,317
shares
|
$1.34 Million
0.65% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
46,295
shares
|
$1.34 Million
0.66% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
46,233
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
46,021
shares
|
$1.33 Million
0.73% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
44,959
shares
|
$1.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
44,889
shares
|
$1.3 Million
1.34% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
43,316
shares
|
$1.25 Million
0.17% of portfolio
|
Q1 2025
Added 19.13%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
43,278
shares
|
$1.25 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
43,138
shares
|
$1.25 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.41%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
43,005
shares
|
$1.24 Million
0.35% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
42,145
shares
|
$1.22 Million
3.39% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
42,063
shares
|
$1.22 Million
0.03% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
42,053
shares
|
$1.22 Million
1.11% of portfolio
|
Q1 2023
Reduced 9.37%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
41,860
shares
|
$1.21 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,773
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2022
Added 14.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
41,754
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Added 202.21%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
41,381
shares
|
$1.2 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
41,100
shares
|
$1.19 Million
0.21% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
41,000
shares
|
$1.18 Million
0.38% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
40,838
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
40,830
shares
|
$1.18 Million
1.18% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
40,770
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2024
Reduced 2.88%
|