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 |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
492
shares
|
$14,218
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
480
shares
|
$13,872
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
465
shares
|
$13,438
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
456
shares
|
$13,178
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
432
shares
|
$12,484
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
426
shares
|
$12,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
426
shares
|
$12,311
0.01% of portfolio
|
Q2 2025
Reduced 54.05%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
422
shares
|
$12,195
0.0% of portfolio
|
Q1 2025
Reduced 99.36%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
396
shares
|
$11,444
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
393
shares
|
$11,357
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
393
shares
|
$11,357
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
388
shares
|
$11,213
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
383
shares
|
$11,068
0.0% of portfolio
|
Q2 2024
Added 71.75%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
375
shares
|
$10,837
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
360
shares
|
$10,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
347
shares
|
$10,028
0.0% of portfolio
|
Q3 2022
Reduced 16.39%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
342
shares
|
$9,883
0.0% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
337
shares
|
$9,739
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
336
shares
|
$9,710
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
321
shares
|
$9,276
0.0% of portfolio
|
Q1 2025
Added 28.92%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
318
shares
|
$9,190
0.0% of portfolio
|
Q2 2022
Reduced 80.35%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
309
shares
|
$8,930
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
294
shares
|
$8,496
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
274
shares
|
$7,918
0.0% of portfolio
|
Q1 2023
Reduced 11.04%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
273
shares
|
$7,889
0.0% of portfolio
|
Q1 2025
Reduced 37.67%
|