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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
680,120
shares
|
$19.7 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
677,169
shares
|
$19.6 Million
4.64% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
668,724
shares
|
$19.3 Million
1.49% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
659,628
shares
|
$19.1 Million
0.07% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
654,843
shares
|
$18.9 Million
0.82% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
651,939
shares
|
$18.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
650,988
shares
|
$18.8 Million
8.11% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
634,603
shares
|
$18.3 Million
4.08% of portfolio
|
Q1 2025
Reduced 22.68%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
630,291
shares
|
$18.2 Million
5.2% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
628,255
shares
|
$18.2 Million
0.57% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
625,653
shares
|
$18.1 Million
1.57% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
620,349
shares
|
$17.9 Million
5.89% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
611,333
shares
|
$17.7 Million
0.16% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
579,780
shares
|
$16.8 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
556,210
shares
|
$16.1 Million
2.71% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
554,828
shares
|
$16 Million
3.23% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
552,692
shares
|
$16 Million
0.0% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
546,684
shares
|
$15.8 Million
1.17% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
546,288
shares
|
$15.8 Million
1.24% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
540,858
shares
|
$15.6 Million
7.96% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
521,583
shares
|
$15.1 Million
0.44% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
518,427
shares
|
$15 Million
3.82% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
517,989
shares
|
$15 Million
2.88% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
514,169
shares
|
$14.9 Million
2.86% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
May 12, 2025 Q1 2025 |
510,035
shares
|
$14.7 Million
12.97% of portfolio
|
Q1 2025
Added 1.69%
|