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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
37,221
shares
|
$1.08 Million
0.22% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
37,047
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
36,924
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
36,867
shares
|
$1.07 Million
0.61% of portfolio
|
Q4 2022
Added 10.73%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
36,841
shares
|
$1.06 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
36,823
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
36,726
shares
|
$1.06 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
36,567
shares
|
$1.06 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
36,230
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
36,065
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
36,051
shares
|
$1.04 Million
0.4% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
35,816
shares
|
$1.04 Million
0.1% of portfolio
|
Q2 2025
Added 28.03%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
35,682
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
35,634
shares
|
$1.03 Million
0.3% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
35,524
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 54.08%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
35,472
shares
|
$1.03 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
35,265
shares
|
$1.02 Million
0.19% of portfolio
|
Q1 2025
Reduced 11.43%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
35,132
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
35,060
shares
|
$1.01 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
35,041
shares
|
$1.01 Million
0.54% of portfolio
|
Q2 2025
Added 267.73%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
35,007
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
34,650
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
34,200
shares
|
$988,380
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,997
shares
|
$982,513
0.04% of portfolio
|
Q4 2023
Added 9.17%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
33,776
shares
|
$976,126
0.53% of portfolio
|
Q1 2025
Reduced 0.18%
|