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 1,060 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $8.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
688,912
shares
|
$20.4 Million
0.14% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
688,642
shares
|
$20.3 Million
1.5% of portfolio
|
Q2 2025
Added 25.97%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
672,921
shares
|
$19.9 Million
4.4% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
669,359
shares
|
$19.8 Million
0.87% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
659,628
shares
|
$19.5 Million
0.07% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
651,013
shares
|
$19.2 Million
5.82% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
641,377
shares
|
$18.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 50.26%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
637,611
shares
|
$18.8 Million
3.99% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
634,553
shares
|
$18.7 Million
0.56% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
631,026
shares
|
$18.6 Million
1.18% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
622,871
shares
|
$18.4 Million
0.16% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
621,438
shares
|
$18.4 Million
0.44% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
619,752
shares
|
$18.3 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
610,211
shares
|
$18 Million
4.98% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
567,539
shares
|
$16.8 Million
1.23% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
562,767
shares
|
$16.6 Million
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
560,658
shares
|
$16.6 Million
0.03% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
556,210
shares
|
$16.4 Million
2.71% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
548,491
shares
|
$16.2 Million
3.17% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
534,188
shares
|
$15.8 Million
0.19% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Oct 30, 2025 Q3 2025 |
517,031
shares
|
$15.3 Million
13.37% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
516,968
shares
|
$15.3 Million
3.71% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
511,296
shares
|
$15.1 Million
0.0% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
504,124
shares
|
$14.9 Million
0.0% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
498,803
shares
|
$14.7 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.09%
|