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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,335
shares
|
$269,781
0.01% of portfolio
|
Q1 2025
Reduced 81.98%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
9,282
shares
|
$268,249
0.05% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
9,258
shares
|
$267,556
0.0% of portfolio
|
Q1 2025
Reduced 23.88%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
9,252
shares
|
$267,382
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,246
shares
|
$267,209
0.36% of portfolio
|
Q4 2022
Reduced 5.45%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
9,206
shares
|
$266,053
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
9,189
shares
|
$265,562
0.23% of portfolio
|
Q1 2025
Reduced 43.84%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,167
shares
|
$264,926
0.01% of portfolio
|
Q4 2024
Added 170.49%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
9,162
shares
|
$264,781
0.01% of portfolio
|
Q1 2025
Reduced 65.64%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
9,071
shares
|
$262,151
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
9,000
shares
|
$260,100
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
8,980
shares
|
$259,522
0.07% of portfolio
|
Q3 2022
Added 11.76%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
8,962
shares
|
$259,001
0.79% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
8,746
shares
|
$252,759
0.64% of portfolio
|
Q1 2025
Reduced 79.14%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
8,699
shares
|
$251,401
0.15% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
8,670
shares
|
$250,563
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
8,663
shares
|
$250,360
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,655
shares
|
$250,129
0.01% of portfolio
|
Q3 2023
Reduced 3.88%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
8,644
shares
|
$249,811
0.12% of portfolio
|
Q4 2024
Added 202.45%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
8,634
shares
|
$249,522
0.0% of portfolio
|
Q1 2025
Added 43.33%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
8,500
shares
|
$245,650
0.0% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
8,468
shares
|
$244,725
0.7% of portfolio
|
Q1 2025
Reduced 61.54%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
8,447
shares
|
$244,118
0.06% of portfolio
|
Q1 2025
Reduced 23.92%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
8,430
shares
|
$243,627
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,191
shares
|
$236,719
0.05% of portfolio
|
Q4 2022
Reduced 1.16%
|