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 1,033 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 $8.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
136,461
shares
|
$3.87 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
136,229
shares
|
$3.86 Million
0.02% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
136,082
shares
|
$3.86 Million
0.26% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
135,474
shares
|
$3.84 Million
0.06% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
132,788
shares
|
$3.76 Million
1.49% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
129,991
shares
|
$3.69 Million
0.85% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
129,739
shares
|
$3.68 Million
2.43% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
129,297
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
128,388
shares
|
$3.64 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
127,483
shares
|
$3.61 Million
0.42% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
126,749
shares
|
$3.59 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
123,576
shares
|
$3.5 Million
0.24% of portfolio
|
Q2 2025
Added 2033.93%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
122,680
shares
|
$3.48 Million
0.46% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
122,133
shares
|
$3.46 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
121,596
shares
|
$3.45 Million
0.12% of portfolio
|
Q2 2025
Added 3966.76%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
121,311
shares
|
$3.44 Million
1.35% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
120,519
shares
|
$3.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
119,336
shares
|
$3.38 Million
0.08% of portfolio
|
Q2 2025
Added 66.79%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
119,240
shares
|
$3.38 Million
1.1% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
117,566
shares
|
$3.33 Million
2.27% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
116,949
shares
|
$3.32 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
116,818
shares
|
$3.31 Million
1.9% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
116,217
shares
|
$3.29 Million
1.57% of portfolio
|
Q1 2025
Added 19.38%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
115,751
shares
|
$3.28 Million
0.01% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
115,204
shares
|
$3.27 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.89%
|