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 1,032 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 $8.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
60,352,324
shares
|
$1.71 Billion
3.39% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
29,603,590
shares
|
$839 Million
0.72% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,583,782
shares
|
$300 Million
0.39% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
10,272,223
shares
|
$291 Million
0.21% of portfolio
|
Q2 2025
Added 25.25%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
9,465,593
shares
|
$268 Million
3.22% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
8,373,700
shares
|
$237 Million
7.39% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,003,923
shares
|
$170 Million
0.31% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,797,612
shares
|
$164 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
4,181,932
shares
|
$119 Million
7.3% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
3,298,197
shares
|
$93.5 Million
2.92% of portfolio
|
Q2 2025
Added 14.72%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,908,580
shares
|
$82.5 Million
6.73% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,273,241
shares
|
$64.4 Million
0.05% of portfolio
|
Q2 2025
Added 37.09%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,197,497
shares
|
$62.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,135,799
shares
|
$60.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,066,956
shares
|
$58.6 Million
0.79% of portfolio
|
Q2 2025
Reduced 30.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,991,592
shares
|
$56.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
1,813,315
shares
|
$51.4 Million
5.09% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,780,735
shares
|
$50.5 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,773,495
shares
|
$50.3 Million
0.0% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,645,070
shares
|
$46.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,634,298
shares
|
$46.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,608,649
shares
|
$45.6 Million
0.48% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,578,380
shares
|
$44.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
1,489,605
shares
|
$42.2 Million
3.23% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
1,456,130
shares
|
$41.3 Million
0.01% of portfolio
|
Q2 2025
New holding
|