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 1,003 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 $7.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
498,640
shares
|
$13.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
492,330
shares
|
$13.3 Million
8.04% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
490,051
shares
|
$13.3 Million
0.0% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
485,546
shares
|
$13.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
485,015
shares
|
$13.1 Million
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
483,146
shares
|
$13.1 Million
1.15% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
482,545
shares
|
$13.1 Million
2.54% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
475,255
shares
|
$12.9 Million
0.18% of portfolio
|
Q1 2025
Added 59.74%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
467,830
shares
|
$12.7 Million
3.21% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
464,416
shares
|
$12.6 Million
2.95% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
461,067
shares
|
$12.5 Million
2.72% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
443,103
shares
|
$12 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
432,841
shares
|
$11.7 Million
3.85% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
431,494
shares
|
$11.7 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
431,142
shares
|
$11.7 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
|
$11.6 Million
0.97% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
428,532
shares
|
$11.6 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
424,693
shares
|
$11.5 Million
1.14% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
May 06, 2025 Q1 2025 |
422,899
shares
|
$11.4 Million
9.54% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
412,589
shares
|
$11.2 Million
0.93% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
409,942
shares
|
$11.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
397,077
shares
|
$10.7 Million
1.88% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
394,082
shares
|
$10.7 Million
4.96% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
392,622
shares
|
$10.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
389,579
shares
|
$10.5 Million
3.92% of portfolio
|
Q1 2025
Reduced 4.18%
|