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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
334,624
shares
|
$9.67 Million
0.34% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
333,500
shares
|
$9.64 Million
0.05% of portfolio
|
Q1 2025
Added 44.23%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
330,387
shares
|
$9.55 Million
1.35% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
329,642
shares
|
$9.53 Million
0.05% of portfolio
|
Q1 2025
Added 99.4%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
329,615
shares
|
$9.53 Million
2.81% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
326,433
shares
|
$9.43 Million
1.59% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
325,882
shares
|
$9.42 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
315,482
shares
|
$9.12 Million
5.13% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
314,685
shares
|
$9.09 Million
0.01% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
313,097
shares
|
$9.05 Million
1.28% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
311,541
shares
|
$9 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
311,471
shares
|
$9 Million
2.89% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
308,394
shares
|
$8.91 Million
0.65% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
302,537
shares
|
$8.74 Million
3.93% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
298,919
shares
|
$8.64 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
|
$8.61 Million
4.66% of portfolio
|
Q4 2024
Added 192.05%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
293,304
shares
|
$8.48 Million
0.78% of portfolio
|
Q2 2025
Reduced 39.29%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
286,818
shares
|
$8.29 Million
0.66% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
285,840
shares
|
$8.26 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
|
$8.21 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
282,484
shares
|
$8.16 Million
0.08% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
278,636
shares
|
$8.05 Million
0.59% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
277,453
shares
|
$8.02 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
276,453
shares
|
$7.99 Million
1.02% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
276,200
shares
|
$7.98 Million
0.04% of portfolio
|
Q1 2025
Added 6.01%
|