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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
5,426
shares
|
$156,811
0.03% of portfolio
|
Q4 2024
Added 199.94%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
5,184
shares
|
$149,817
0.04% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
5,115
shares
|
$147,823
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
5,091
shares
|
$147,129
0.07% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
4,952
shares
|
$143,112
0.06% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
4,910
shares
|
$141,899
0.16% of portfolio
|
Q1 2025
Reduced 21.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,860
shares
|
$140,454
0.0% of portfolio
|
Q2 2023
Added 6.03%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
4,851
shares
|
$140,193
0.0% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
4,845
shares
|
$140,020
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,839
shares
|
$139,847
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
4,519
shares
|
$130,599
0.59% of portfolio
|
Q3 2022
Reduced 8.91%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
4,302
shares
|
$124,327
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
4,299
shares
|
$124,241
0.01% of portfolio
|
Q4 2024
Added 96.93%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
4,268
shares
|
$123,345
0.0% of portfolio
|
Q1 2025
Added 647.46%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,247
shares
|
$122,738
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,214
shares
|
$121,784
0.03% of portfolio
|
Q4 2023
Added 1.94%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
4,191
shares
|
$121,119
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,037
shares
|
$116,669
0.17% of portfolio
|
Q4 2022
Added 0.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,035
shares
|
$116,611
0.0% of portfolio
|
Q1 2025
Added 23.66%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
4,001
shares
|
$115,628
0.02% of portfolio
|
Q4 2021
Added 0.6%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,948
shares
|
$114,097
0.02% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,873
shares
|
$111,929
0.11% of portfolio
|
Q3 2022
Reduced 5.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,674
shares
|
$106,178
0.0% of portfolio
|
Q4 2024
Added 331.73%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,572
shares
|
$103,230
0.0% of portfolio
|
Q4 2022
Added 1.74%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
3,500
shares
|
$101,150
0.08% of portfolio
|
Q2 2025
Reduced 8.5%
|