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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
10,581
shares
|
$305,790
0.02% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
10,555
shares
|
$305,039
0.06% of portfolio
|
Q4 2024
Added 199.94%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
10,524
shares
|
$304,143
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
10,507
shares
|
$303,652
0.13% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
10,495
shares
|
$303,305
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
10,316
shares
|
$298,132
0.03% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
10,248
shares
|
$296,167
0.09% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
10,179
shares
|
$294,173
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
10,143
shares
|
$293,132
0.04% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
10,130
shares
|
$292,757
0.04% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
10,073
shares
|
$291,109
0.08% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,067
shares
|
$290,936
0.2% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,041
shares
|
$290,184
0.01% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
10,039
shares
|
$290,127
0.4% of portfolio
|
Q2 2025
Added 167.13%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
9,910
shares
|
$286,399
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
9,810
shares
|
$283,509
0.02% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
9,810
shares
|
$283,509
0.14% of portfolio
|
Q4 2024
Added 196.37%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
9,618
shares
|
$277,960
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
9,606
shares
|
$277,613
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,569
shares
|
$276,544
0.0% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
9,517
shares
|
$275,041
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
9,513
shares
|
$274,925
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
9,492
shares
|
$274,318
0.02% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,455
shares
|
$273,249
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
9,445
shares
|
$272,960
0.01% of portfolio
|
Q1 2025
Added 0.08%
|