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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
165,787
shares
|
$4.79 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
164,800
shares
|
$4.76 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
163,289
shares
|
$4.72 Million
2.24% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
161,928
shares
|
$4.68 Million
0.84% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
161,925
shares
|
$4.68 Million
3.57% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
160,601
shares
|
$4.64 Million
0.36% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
160,526
shares
|
$4.64 Million
2.27% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
160,186
shares
|
$4.63 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
159,097
shares
|
$4.6 Million
3.43% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
158,593
shares
|
$4.58 Million
1.13% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
157,214
shares
|
$4.54 Million
2.48% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
157,139
shares
|
$4.54 Million
0.01% of portfolio
|
Q1 2025
Added 97.14%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
155,743
shares
|
$4.5 Million
1.87% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
155,302
shares
|
$4.49 Million
1.01% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
154,252
shares
|
$4.46 Million
0.0% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
153,828
shares
|
$4.45 Million
2.32% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
152,738
shares
|
$4.41 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
147,879
shares
|
$4.27 Million
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
147,099
shares
|
$4.25 Million
0.96% of portfolio
|
Q1 2025
Reduced 19.06%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
144,528
shares
|
$4.18 Million
0.52% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
144,463
shares
|
$4.17 Million
0.76% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
143,819
shares
|
$4.16 Million
2.06% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
143,803
shares
|
$4.16 Million
0.79% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
142,313
shares
|
$4.11 Million
2.76% of portfolio
|
Q2 2025
New holding
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
141,545
shares
|
$4.09 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.53%
|