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 284 Million shares, which have been reported (via 13F filing form) to have a value of $8.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
58,765,352
shares
|
$1.7 Billion
3.31% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
28,918,993
shares
|
$836 Million
0.72% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
10,041,554
shares
|
$290 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
8,865,258
shares
|
$256 Million
3.25% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8,201,534
shares
|
$237 Million
0.18% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
7,300,752
shares
|
$211 Million
6.56% of portfolio
|
Q1 2025
Added 83.35%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,908,231
shares
|
$200 Million
0.37% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,797,612
shares
|
$168 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,148,336
shares
|
$149 Million
0.03% of portfolio
|
Q1 2025
Added 18.57%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
4,181,932
shares
|
$121 Million
7.3% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,908,580
shares
|
$84.1 Million
6.73% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
2,875,095
shares
|
$83.1 Million
2.65% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,452,411
shares
|
$70.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,415,522
shares
|
$69.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,187,656
shares
|
$63.2 Million
0.1% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,066,956
shares
|
$59.7 Million
0.79% of portfolio
|
Q2 2025
Reduced 30.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,819,929
shares
|
$52.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
1,813,315
shares
|
$52.4 Million
5.09% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
1,805,978
shares
|
$52.2 Million
0.59% of portfolio
|
Q1 2025
Added 293.1%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,658,202
shares
|
$47.9 Million
0.04% of portfolio
|
Q1 2025
Added 60.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,648,859
shares
|
$47.7 Million
0.02% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,611,068
shares
|
$46.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,607,151
shares
|
$46.4 Million
0.1% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,595,114
shares
|
$46.1 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,584,389
shares
|
$45.8 Million
0.0% of portfolio
|
Q1 2025
Added 50.08%
|