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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
261
shares
|
$7,542
0.0% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
255
shares
|
$7,369
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
240
shares
|
$6,936
0.0% of portfolio
|
Q4 2024
Added 269.23%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
240
shares
|
$6,936
0.02% of portfolio
|
Q4 2023
Added 0.42%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
222
shares
|
$6,415
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
218
shares
|
$6,300
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
216
shares
|
$6,242
0.0% of portfolio
|
Q4 2024
Added 204.23%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
214
shares
|
$6,184
0.0% of portfolio
|
Q1 2025
Reduced 54.47%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
204
shares
|
$5,895
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
197
shares
|
$5,693
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
174
shares
|
$5,028
0.0% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
174
shares
|
$5,028
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
168
shares
|
$4,855
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
161
shares
|
$4,652
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
160
shares
|
$4,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
145
shares
|
$4,190
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
123
shares
|
$3,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
114
shares
|
$3,294
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
108
shares
|
$3,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
105
shares
|
$3,034
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
102
shares
|
$2,947
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$2,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
87
shares
|
$2,514
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
82
shares
|
$2,369
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
73
shares
|
$2,109
0.0% of portfolio
|
Q2 2025
New holding
|