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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
113,334
shares
|
$3.21 Million
2.63% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
111,569
shares
|
$3.16 Million
1.5% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
111,088
shares
|
$3.15 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
110,106
shares
|
$3.12 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
108,740
shares
|
$3.08 Million
0.26% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
108,431
shares
|
$3.07 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
108,164
shares
|
$3.07 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
108,142
shares
|
$3.07 Million
0.33% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
107,342
shares
|
$3.04 Million
0.04% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
107,176
shares
|
$3.04 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
106,950
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
106,296
shares
|
$3.01 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
105,217
shares
|
$2.98 Million
1.14% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
104,038
shares
|
$2.95 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
103,682
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Added 652.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
102,700
shares
|
$2.91 Million
0.0% of portfolio
|
Q2 2025
Added 97709.52%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
102,229
shares
|
$2.9 Million
0.12% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
101,998
shares
|
$2.89 Million
0.16% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 08, 2025 Q2 2025 |
101,920
shares
|
$2.89 Million
0.67% of portfolio
|
Q2 2025
Added 99.06%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
101,844
shares
|
$2.89 Million
2.14% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
101,842
shares
|
$2.89 Million
4.22% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
101,744
shares
|
$2.88 Million
1.22% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
101,195
shares
|
$2.87 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
100,817
shares
|
$2.86 Million
2.48% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
100,812
shares
|
$2.86 Million
0.76% of portfolio
|
Q2 2025
Added 2.47%
|