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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,634
shares
|
$220,622
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
7,566
shares
|
$218,657
0.1% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
7,554
shares
|
$218,310
0.25% of portfolio
|
Q2 2025
Reduced 91.54%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
7,511
shares
|
$217,067
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7,458
shares
|
$215,536
0.02% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
7,434
shares
|
$214,842
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
7,428
shares
|
$214,669
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
7,297
shares
|
$210,883
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
7,279
shares
|
$210,363
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
7,237
shares
|
$209,149
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
7,191
shares
|
$207,819
0.0% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
7,079
shares
|
$204,583
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
7,047
shares
|
$203,658
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,829
shares
|
$197,358
0.3% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
6,706
shares
|
$193,803
0.06% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
6,642
shares
|
$191,953
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,558
shares
|
$189,526
0.04% of portfolio
|
Q3 2023
Reduced 5.2%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,391
shares
|
$184,699
0.16% of portfolio
|
Q2 2022
Reduced 6.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,370
shares
|
$184,093
0.02% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
6,132
shares
|
$177,214
0.01% of portfolio
|
Q1 2025
Reduced 36.5%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
6,013
shares
|
$173,775
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
5,817
shares
|
$168,111
0.82% of portfolio
|
Q4 2023
Added 31.37%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
5,760
shares
|
$166,464
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,700
shares
|
$164,730
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,675
shares
|
$164,007
0.02% of portfolio
|
Q1 2025
Added 355.46%
|