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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
332,829
shares
|
$9 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
329,642
shares
|
$8.92 Million
0.05% of portfolio
|
Q1 2025
Added 99.4%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
326,433
shares
|
$8.83 Million
1.59% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
323,669
shares
|
$8.76 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
316,415
shares
|
$8.56 Million
2.77% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
315,823
shares
|
$8.54 Million
0.62% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
315,482
shares
|
$8.53 Million
5.13% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
308,394
shares
|
$8.34 Million
0.65% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
307,218
shares
|
$8.31 Million
3.93% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
304,476
shares
|
$8.24 Million
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
304,346
shares
|
$8.23 Million
2.82% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
298,919
shares
|
$8.09 Million
0.01% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
298,027
shares
|
$8.06 Million
4.66% of portfolio
|
Q4 2024
Added 192.05%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
294,162
shares
|
$7.96 Million
1.29% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
286,818
shares
|
$7.76 Million
0.66% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
286,789
shares
|
$7.76 Million
1.08% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
285,840
shares
|
$7.73 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
283,997
shares
|
$7.68 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
282,484
shares
|
$7.64 Million
0.08% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
281,267
shares
|
$7.61 Million
3.11% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
278,636
shares
|
$7.54 Million
0.59% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
277,453
shares
|
$7.51 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
277,248
shares
|
$7.5 Million
0.8% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
276,200
shares
|
$7.47 Million
0.04% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
275,008
shares
|
$7.44 Million
1.46% of portfolio
|
Q1 2025
Added 5.13%
|