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 284 Million shares, which have been reported (via 13F filing form) to have a value of $8.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,175
shares
|
$236,257
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,124
shares
|
$234,783
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
8,123
shares
|
$234,754
0.14% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
8,114
shares
|
$234,494
0.04% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
8,111
shares
|
$234,407
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
8,097
shares
|
$234,003
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
8,064
shares
|
$233,049
0.01% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
8,061
shares
|
$232,962
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
8,041
shares
|
$232,384
0.06% of portfolio
|
Q4 2024
Added 206.44%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
8,013
shares
|
$231,575
0.04% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
7,971
shares
|
$230,361
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
7,896
shares
|
$228,194
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
7,893
shares
|
$228,107
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
7,893
shares
|
$228,107
0.0% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
7,889
shares
|
$227,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
7,882
shares
|
$227,789
0.0% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
7,875
shares
|
$227,587
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
7,846
shares
|
$226,749
0.14% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
7,768
shares
|
$224,495
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
7,749
shares
|
$223,946
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
7,746
shares
|
$223,859
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
7,722
shares
|
$223,165
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
7,713
shares
|
$222,905
0.0% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
7,692
shares
|
$222,298
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
7,680
shares
|
$221,952
0.07% of portfolio
|
Q4 2024
Added 200.0%
|