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 |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
100,713
shares
|
$2.86 Million
2.23% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
100,136
shares
|
$2.84 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
99,869
shares
|
$2.83 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
99,131
shares
|
$2.81 Million
0.02% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
98,983
shares
|
$2.81 Million
0.34% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
98,084
shares
|
$2.78 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
97,978
shares
|
$2.78 Million
0.53% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
97,451
shares
|
$2.76 Million
0.97% of portfolio
|
Q2 2025
Reduced 31.55%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
96,648
shares
|
$2.74 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
96,528
shares
|
$2.74 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
94,923
shares
|
$2.69 Million
0.12% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
94,182
shares
|
$2.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
92,257
shares
|
$2.62 Million
0.02% of portfolio
|
Q2 2025
Added 149.86%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,122
shares
|
$2.61 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
92,112
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
91,559
shares
|
$2.6 Million
1.77% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
91,506
shares
|
$2.59 Million
0.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
91,340
shares
|
$2.59 Million
0.29% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
91,242
shares
|
$2.59 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
90,793
shares
|
$2.57 Million
0.43% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
90,766
shares
|
$2.57 Million
0.47% of portfolio
|
Q2 2025
Added 59.69%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
90,723
shares
|
$2.57 Million
0.22% of portfolio
|
Q2 2025
Added 25.96%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
90,620
shares
|
$2.57 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
90,254
shares
|
$2.56 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
90,189
shares
|
$2.56 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.37%
|