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 |
|---|---|---|---|---|---|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
79,784
shares
|
$2.26 Million
0.58% of portfolio
|
Q2 2025
Reduced 22.81%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
79,624
shares
|
$2.26 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
78,409
shares
|
$2.22 Million
1.03% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
77,333
shares
|
$2.19 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
76,922
shares
|
$2.18 Million
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
76,718
shares
|
$2.17 Million
1.42% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
76,395
shares
|
$2.17 Million
0.21% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
75,562
shares
|
$2.14 Million
0.95% of portfolio
|
Q2 2025
Reduced 23.22%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
75,531
shares
|
$2.14 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
75,247
shares
|
$2.13 Million
0.6% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
75,144
shares
|
$2.13 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
74,987
shares
|
$2.13 Million
1.04% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
74,987
shares
|
$2.13 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
74,145
shares
|
$2.1 Million
0.45% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
73,570
shares
|
$2.09 Million
0.34% of portfolio
|
Q2 2025
Added 198.41%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
72,095
shares
|
$2.04 Million
0.73% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
71,240
shares
|
$2.02 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
70,872
shares
|
$2.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
70,447
shares
|
$2 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
68,729
shares
|
$1.95 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
68,533
shares
|
$1.94 Million
0.02% of portfolio
|
Q2 2025
Reduced 95.75%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
67,830
shares
|
$1.92 Million
0.11% of portfolio
|
Q1 2025
Reduced 29.09%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
67,463
shares
|
$1.91 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
67,445
shares
|
$1.91 Million
5.03% of portfolio
|
Q2 2025
Reduced 72.82%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
67,378
shares
|
$1.91 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.07%
|