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 |
|---|---|---|---|---|---|
|
Motco
|
May 07, 2025 Q1 2025 |
2,032
shares
|
$58,724
0.01% of portfolio
|
Q4 2024
Added 154.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,004
shares
|
$57,915
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,921
shares
|
$55,516
0.03% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,869
shares
|
$54,014
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,824
shares
|
$52,713
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,818
shares
|
$52,540
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,768
shares
|
$51,095
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,728
shares
|
$49,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,680
shares
|
$48,552
0.01% of portfolio
|
Q1 2025
Reduced 67.41%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
1,668
shares
|
$48,205
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
1,665
shares
|
$48,118
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
1,650
shares
|
$47,685
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,589
shares
|
$45,922
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
1,560
shares
|
$45,084
0.01% of portfolio
|
Q4 2024
Added 181.08%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,394
shares
|
$40,286
0.01% of portfolio
|
Q2 2024
Added 155.78%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
1,374
shares
|
$39,708
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,337
shares
|
$38,639
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,323
shares
|
$38,234
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,320
shares
|
$38,148
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,302
shares
|
$37,627
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,302
shares
|
$37,627
0.01% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
1,283
shares
|
$37,078
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,242
shares
|
$35,893
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,122
shares
|
$32,425
0.0% of portfolio
|
Q2 2025
Reduced 68.61%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
1,089
shares
|
$31,472
0.01% of portfolio
|
Q4 2024
Added 200.0%
|