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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
505,859
shares
|
$14.6 Million
1.8% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
499,519
shares
|
$14.4 Million
0.54% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
498,640
shares
|
$14.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
490,051
shares
|
$14.2 Million
0.0% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
485,546
shares
|
$14 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
485,015
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
479,644
shares
|
$13.9 Million
2.42% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
475,255
shares
|
$13.7 Million
0.18% of portfolio
|
Q1 2025
Added 59.74%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
470,248
shares
|
$13.6 Million
3.32% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
462,320
shares
|
$13.4 Million
4.13% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
445,594
shares
|
$12.9 Million
0.49% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
443,103
shares
|
$12.8 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
433,386
shares
|
$12.5 Million
9.69% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
431,142
shares
|
$12.5 Million
6.33% of portfolio
|
Q1 2025
Reduced 96.18%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
429,905
shares
|
$12.4 Million
0.97% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
428,532
shares
|
$12.4 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
424,693
shares
|
$12.3 Million
1.14% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
411,685
shares
|
$11.9 Million
2.92% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
409,942
shares
|
$11.8 Million
0.43% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
408,221
shares
|
$11.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 73.55%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
408,154
shares
|
$11.8 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
394,082
shares
|
$11.4 Million
4.96% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
392,622
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
389,628
shares
|
$11.3 Million
1.27% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
389,579
shares
|
$11.3 Million
3.92% of portfolio
|
Q1 2025
Reduced 4.18%
|