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 |
|---|---|---|---|---|---|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
1,501,765
shares
|
$43.4 Million
3.3% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
1,456,130
shares
|
$42.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,408,203
shares
|
$40.7 Million
3.64% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,387,851
shares
|
$40.1 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,320,822
shares
|
$38.2 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
|
$35.9 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
|
$35.9 Million
5.68% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Mokosak Advisory Group, LLC
|
Jul 17, 2025 Q2 2025 |
1,079,465
shares
|
$31.2 Million
8.56% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,065,442
shares
|
$30.8 Million
3.5% of portfolio
|
Q4 2024
Added 194.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,041,279
shares
|
$30.1 Million
0.0% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
1,026,491
shares
|
$29.7 Million
6.28% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
959,860
shares
|
$27.7 Million
0.86% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
950,167
shares
|
$27.5 Million
1.97% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
932,112
shares
|
$26.9 Million
0.62% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
922,911
shares
|
$26.7 Million
2.3% of portfolio
|
Q4 2024
Added 212.88%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
862,311
shares
|
$24.9 Million
2.96% of portfolio
|
Q2 2023
Added 3.33%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
849,087
shares
|
$24.5 Million
5.6% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
843,993
shares
|
$24.4 Million
6.9% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
841,413
shares
|
$24.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
831,548
shares
|
$24 Million
2.06% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
831,404
shares
|
$24 Million
0.27% of portfolio
|
Q1 2025
Reduced 19.62%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
784,723
shares
|
$22.7 Million
0.67% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
726,877
shares
|
$21 Million
0.67% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
697,072
shares
|
$20.1 Million
0.03% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
688,912
shares
|
$19.9 Million
0.14% of portfolio
|
Q1 2025
Added 4.8%
|