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 1,003 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 $7.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,554,746
shares
|
$42.1 Million
4.21% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
1,543,630
shares
|
$41.8 Million
0.25% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
1,501,765
shares
|
$40.6 Million
3.3% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,387,851
shares
|
$37.5 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,320,822
shares
|
$35.7 Million
0.09% of portfolio
|
Q1 2025
Added 287.36%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,242,993
shares
|
$33.6 Million
1.24% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
1,242,188
shares
|
$33.6 Million
5.68% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
1,083,986
shares
|
$29.3 Million
6.96% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,065,442
shares
|
$28.8 Million
3.5% of portfolio
|
Q4 2024
Added 194.56%
|
|
|
Mokosak Advisory Group, LLC
|
Apr 22, 2025 Q1 2025 |
1,050,999
shares
|
$28.4 Million
8.5% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,041,279
shares
|
$28.2 Million
0.0% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
968,327
shares
|
$26.2 Million
2.05% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
932,112
shares
|
$25.2 Million
0.62% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
923,532
shares
|
$25 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
922,911
shares
|
$25 Million
2.3% of portfolio
|
Q4 2024
Added 212.88%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
900,465
shares
|
$24.4 Million
2.23% of portfolio
|
Q1 2025
Reduced 38.78%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
862,311
shares
|
$23.3 Million
2.96% of portfolio
|
Q2 2023
Added 3.33%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
847,296
shares
|
$22.9 Million
5.67% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
841,413
shares
|
$22.8 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
831,404
shares
|
$22.5 Million
0.27% of portfolio
|
Q1 2025
Reduced 19.62%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
820,667
shares
|
$22.2 Million
7.54% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
771,852
shares
|
$20.9 Million
0.66% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
726,877
shares
|
$19.7 Million
0.67% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
697,072
shares
|
$18.9 Million
0.03% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
688,912
shares
|
$18.6 Million
0.14% of portfolio
|
Q1 2025
Added 4.8%
|