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 |
|---|---|---|---|---|---|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
40,675
shares
|
$1.18 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
40,592
shares
|
$1.17 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
40,582
shares
|
$1.17 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
40,450
shares
|
$1.17 Million
0.59% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
40,404
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
40,084
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
39,925
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
39,639
shares
|
$1.15 Million
1.06% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
39,495
shares
|
$1.14 Million
0.24% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
39,240
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
39,187
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
39,153
shares
|
$1.13 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
38,962
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 126.14%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
38,914
shares
|
$1.12 Million
0.13% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
38,415
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
38,249
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
38,117
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
37,919
shares
|
$1.1 Million
0.56% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
37,647
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Fidelis I M, LLC
Medford, OR |
Apr 30, 2025 Q1 2025 |
37,542
shares
|
$1.08 Million
0.46% of portfolio
|
Q4 2024
Added 134.56%
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
37,500
shares
|
$1.08 Million
0.64% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
37,405
shares
|
$1.08 Million
0.23% of portfolio
|
Q1 2025
Reduced 19.87%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
37,383
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Orca Investment Management, LLC
|
May 07, 2025 Q1 2025 |
37,303
shares
|
$1.08 Million
0.99% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
37,221
shares
|
$1.08 Million
0.22% of portfolio
|
Q1 2024
Added 0.06%
|