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 |
|---|---|---|---|---|---|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
221,265
shares
|
$5.99 Million
0.71% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
220,231
shares
|
$5.96 Million
1.55% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
219,217
shares
|
$5.93 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
218,833
shares
|
$5.92 Million
2.18% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
215,287
shares
|
$5.82 Million
1.94% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
213,298
shares
|
$5.77 Million
3.64% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
210,180
shares
|
$5.69 Million
2.51% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
209,831
shares
|
$5.68 Million
2.19% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
203,737
shares
|
$5.51 Million
0.5% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
203,532
shares
|
$5.51 Million
2.03% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
198,841
shares
|
$5.38 Million
0.95% of portfolio
|
Q4 2024
Added 190.86%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
198,508
shares
|
$5.37 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
196,912
shares
|
$5.33 Million
0.41% of portfolio
|
Q4 2023
Added 5.09%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
193,206
shares
|
$5.23 Million
0.08% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
190,955
shares
|
$5.17 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
190,026
shares
|
$5.14 Million
2.83% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
189,695
shares
|
$5.13 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
186,922
shares
|
$5.06 Million
2.1% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
186,491
shares
|
$5.04 Million
2.49% of portfolio
|
Q1 2025
New holding
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
178,374
shares
|
$4.83 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
178,149
shares
|
$4.82 Million
2.85% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,372
shares
|
$4.72 Million
0.01% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
172,248
shares
|
$4.66 Million
3.99% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
170,868
shares
|
$4.62 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
168,095
shares
|
$4.55 Million
0.94% of portfolio
|
Q1 2025
Added 1.21%
|