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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
266,158
shares
|
$7.2 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
265,760
shares
|
$7.19 Million
1.05% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
264,957
shares
|
$7.17 Million
2.48% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
264,817
shares
|
$7.16 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
253,881
shares
|
$6.87 Million
1.28% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
252,105
shares
|
$6.82 Million
1.79% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
250,409
shares
|
$6.77 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
249,973
shares
|
$6.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
248,185
shares
|
$6.71 Million
3.17% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
246,673
shares
|
$6.67 Million
1.84% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
246,517
shares
|
$6.67 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
243,972
shares
|
$6.6 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
240,193
shares
|
$6.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
239,723
shares
|
$6.48 Million
3.46% of portfolio
|
Q1 2025
Reduced 27.64%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
239,455
shares
|
$6.48 Million
0.09% of portfolio
|
Q4 2024
Added 200.75%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Apr 16, 2025 Q1 2025 |
236,354
shares
|
$6.39 Million
4.49% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Schaeffer Financial LLC
|
May 07, 2025 Q1 2025 |
231,429
shares
|
$6.26 Million
6.69% of portfolio
|
Q1 2025
Reduced 28.29%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
231,374
shares
|
$6.26 Million
3.02% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
230,460
shares
|
$6.23 Million
0.08% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
230,051
shares
|
$6.22 Million
1.24% of portfolio
|
Q1 2025
Added 24.98%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
229,516
shares
|
$6.21 Million
0.73% of portfolio
|
Q1 2025
Reduced 16.04%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
227,193
shares
|
$6.15 Million
1.11% of portfolio
|
Q1 2025
Added 170.87%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
226,111
shares
|
$6.12 Million
2.12% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
225,472
shares
|
$6.1 Million
0.24% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
222,913
shares
|
$6.03 Million
1.05% of portfolio
|
Q1 2025
Added 0.37%
|