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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
388,095
shares
|
$11.2 Million
1.78% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
386,980
shares
|
$11.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
384,713
shares
|
$11.1 Million
3.19% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
383,690
shares
|
$11.1 Million
0.16% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
383,114
shares
|
$11.1 Million
0.26% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
381,409
shares
|
$11 Million
0.03% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
380,832
shares
|
$11 Million
4.94% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
380,430
shares
|
$11 Million
0.5% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
376,710
shares
|
$10.9 Million
0.21% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
375,126
shares
|
$10.8 Million
2.81% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
374,178
shares
|
$10.8 Million
1.09% of portfolio
|
Q2 2025
Added 34.96%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
366,981
shares
|
$10.6 Million
0.46% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
364,259
shares
|
$10.5 Million
2.5% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
364,259
shares
|
$10.5 Million
1.78% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
362,377
shares
|
$10.5 Million
1.05% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
362,032
shares
|
$10.5 Million
1.75% of portfolio
|
Q2 2025
Added 31.64%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
361,512
shares
|
$10.4 Million
6.81% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
358,515
shares
|
$10.4 Million
3.83% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
353,307
shares
|
$10.2 Million
3.18% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
352,206
shares
|
$10.2 Million
1.01% of portfolio
|
Q1 2023
Reduced 3.47%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
352,121
shares
|
$10.2 Million
4.53% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
345,072
shares
|
$9.97 Million
4.68% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
343,847
shares
|
$9.94 Million
1.79% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
337,024
shares
|
$9.74 Million
3.94% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
336,810
shares
|
$9.73 Million
0.58% of portfolio
|
Q1 2025
Added 105.73%
|