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 |
|---|---|---|---|---|---|
|
Raub Brock Capital Management LP
|
Jul 23, 2025 Q2 2025 |
11,865
shares
|
$342,898
0.07% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
11,836
shares
|
$342,060
0.26% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,828
shares
|
$341,829
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
11,735
shares
|
$339,141
0.04% of portfolio
|
Q4 2024
Added 207.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
11,691
shares
|
$337,869
0.03% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
11,687
shares
|
$337,754
0.09% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
11,678
shares
|
$337,494
0.29% of portfolio
|
Q1 2023
Added 2.07%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
11,664
shares
|
$337,089
0.11% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
11,625
shares
|
$335,962
0.2% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
11,605
shares
|
$335,384
0.08% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
11,552
shares
|
$333,852
0.0% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
11,493
shares
|
$332,147
0.02% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
11,479
shares
|
$331,743
0.14% of portfolio
|
Q4 2024
Added 200.03%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,349
shares
|
$327,986
0.01% of portfolio
|
Q2 2022
Reduced 4.2%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
11,342
shares
|
$327,783
0.18% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
11,327
shares
|
$327,350
0.62% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
11,287
shares
|
$326,194
0.01% of portfolio
|
Q1 2025
Reduced 49.05%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
11,190
shares
|
$323,391
0.02% of portfolio
|
Q1 2025
Added 32.98%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,163
shares
|
$322,610
0.04% of portfolio
|
Q4 2024
Added 239.3%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
11,126
shares
|
$321,541
0.06% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,929
shares
|
$315,848
0.04% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
10,929
shares
|
$315,848
0.02% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
10,873
shares
|
$314,229
0.21% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,801
shares
|
$312,148
0.02% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
10,780
shares
|
$311,542
0.05% of portfolio
|
Q2 2025
New holding
|