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 |
|---|---|---|---|---|---|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
221,265
shares
|
$6.39 Million
0.71% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
219,217
shares
|
$6.34 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
218,833
shares
|
$6.32 Million
2.18% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
215,287
shares
|
$6.22 Million
1.94% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
214,398
shares
|
$6.2 Million
0.07% of portfolio
|
Q2 2025
Added 89.45%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
213,298
shares
|
$6.16 Million
3.64% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
209,831
shares
|
$6.06 Million
2.19% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
203,737
shares
|
$5.89 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
|
$5.88 Million
2.03% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
197,279
shares
|
$5.7 Million
2.28% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
196,912
shares
|
$5.69 Million
0.41% of portfolio
|
Q4 2023
Added 5.09%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
193,220
shares
|
$5.58 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
193,206
shares
|
$5.58 Million
0.08% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
191,950
shares
|
$5.55 Million
4.57% of portfolio
|
Q2 2025
New holding
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
191,307
shares
|
$5.53 Million
1.69% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
189,695
shares
|
$5.48 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
188,453
shares
|
$5.45 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
186,922
shares
|
$5.4 Million
2.1% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
185,186
shares
|
$5.35 Million
2.73% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
183,852
shares
|
$5.31 Million
2.28% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
180,601
shares
|
$5.22 Million
0.57% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
178,864
shares
|
$5.17 Million
4.15% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,372
shares
|
$5.04 Million
0.01% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
170,868
shares
|
$4.94 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
169,298
shares
|
$4.89 Million
2.11% of portfolio
|
Q2 2025
Added 2.78%
|