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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
680,120
shares
|
$18.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
668,724
shares
|
$18.1 Million
1.49% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
667,206
shares
|
$18 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
659,628
shares
|
$17.8 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
|
$17.7 Million
0.82% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
651,939
shares
|
$17.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
650,988
shares
|
$17.6 Million
8.11% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
634,603
shares
|
$17.2 Million
4.08% of portfolio
|
Q1 2025
Reduced 22.68%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
630,649
shares
|
$17.1 Million
1.56% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
630,291
shares
|
$17 Million
5.2% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
622,368
shares
|
$16.8 Million
4.49% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
620,349
shares
|
$16.8 Million
5.89% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
594,465
shares
|
$16.1 Million
0.15% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
579,780
shares
|
$15.7 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
556,210
shares
|
$15 Million
2.71% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
552,692
shares
|
$15 Million
0.0% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
546,684
shares
|
$14.8 Million
1.17% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
546,288
shares
|
$14.8 Million
1.24% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
530,901
shares
|
$14.4 Million
3.21% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
521,583
shares
|
$14.1 Million
0.44% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
517,989
shares
|
$14 Million
2.88% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
511,700
shares
|
$13.8 Million
3.6% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
May 12, 2025 Q1 2025 |
510,035
shares
|
$13.8 Million
12.97% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
505,859
shares
|
$13.7 Million
1.8% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
499,519
shares
|
$13.5 Million
0.54% of portfolio
|
Q1 2025
Added 1.11%
|