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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,088
shares
|
$31,443
0.0% of portfolio
|
Q2 2025
Added 44.49%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,077
shares
|
$31,125
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
1,050
shares
|
$30,345
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,029
shares
|
$29,738
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
987
shares
|
$28,524
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
960
shares
|
$27,744
0.0% of portfolio
|
Q1 2025
Reduced 30.13%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
945
shares
|
$27,310
0.02% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
920
shares
|
$26,588
0.03% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
885
shares
|
$25,576
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
882
shares
|
$25,489
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
789
shares
|
$22,802
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
786
shares
|
$22,715
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
777
shares
|
$22,455
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
750
shares
|
$21,675
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
744
shares
|
$21,501
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
723
shares
|
$20,894
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
723
shares
|
$20,894
0.0% of portfolio
|
Q1 2025
Reduced 60.08%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
657
shares
|
$18,987
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
655
shares
|
$18,929
0.0% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
651
shares
|
$18,813
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
651
shares
|
$18,813
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
638
shares
|
$18,438
0.03% of portfolio
|
Q2 2022
Added 0.31%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
638
shares
|
$18,438
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
606
shares
|
$17,513
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
591
shares
|
$17,079
0.0% of portfolio
|
Q4 2024
Added 200.0%
|