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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
386,980
shares
|
$10.5 Million
0.02% of portfolio
|
Q1 2025
Added 64.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
383,690
shares
|
$10.4 Million
0.16% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
383,114
shares
|
$10.4 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
|
$10.3 Million
0.03% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
380,832
shares
|
$10.3 Million
4.94% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
380,686
shares
|
$10.3 Million
1.26% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
380,430
shares
|
$10.3 Million
0.5% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
375,126
shares
|
$10.1 Million
2.81% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
372,940
shares
|
$10.1 Million
2.96% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Apr 29, 2025 Q1 2025 |
369,990
shares
|
$10 Million
7.3% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
366,981
shares
|
$9.93 Million
0.46% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
364,259
shares
|
$9.85 Million
1.78% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
364,259
shares
|
$9.85 Million
2.5% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
362,377
shares
|
$9.8 Million
1.05% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Youngs Advisory Group, Inc.
|
May 09, 2025 Q1 2025 |
362,308
shares
|
$9.8 Million
3.96% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
354,897
shares
|
$9.6 Million
4.56% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
353,307
shares
|
$9.56 Million
3.18% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
352,630
shares
|
$9.54 Million
0.24% of portfolio
|
Q1 2025
Added 39.25%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
352,206
shares
|
$9.53 Million
1.01% of portfolio
|
Q1 2023
Reduced 3.47%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
345,587
shares
|
$9.35 Million
4.78% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
343,847
shares
|
$9.3 Million
1.79% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
336,810
shares
|
$9.11 Million
0.58% of portfolio
|
Q1 2025
Added 105.73%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
334,873
shares
|
$9.06 Million
0.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
333,500
shares
|
$9.02 Million
0.05% of portfolio
|
Q1 2025
Added 44.23%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
332,842
shares
|
$9 Million
3.87% of portfolio
|
Q1 2025
Reduced 2.16%
|