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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
160
shares
|
$4,328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
156
shares
|
$4,219
0.0% of portfolio
|
Q1 2025
Reduced 38.82%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
126
shares
|
$3,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
123
shares
|
$3,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
114
shares
|
$3,083
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
108
shares
|
$2,921
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
105
shares
|
$2,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
102
shares
|
$2,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$2,705
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
82
shares
|
$2,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
66
shares
|
$1,785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
59
shares
|
$1,595
0.0% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
57
shares
|
$1,541
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
54
shares
|
$1,460
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
54
shares
|
$1,460
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
47
shares
|
$1,271
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
40
shares
|
$1,082
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
20
shares
|
$541
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12
shares
|
$324
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
6
shares
|
$162
0.0% of portfolio
|
Q4 2024
Reduced 45.45%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
6
shares
|
$162
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
2
shares
|
$54
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|