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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
67,308
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
67,075
shares
|
$1.9 Million
1.42% of portfolio
|
Q3 2024
Added 28.34%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
66,966
shares
|
$1.9 Million
0.21% of portfolio
|
Q4 2024
Added 218.29%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
65,912
shares
|
$1.87 Million
0.47% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
65,776
shares
|
$1.86 Million
1.55% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
65,493
shares
|
$1.86 Million
0.13% of portfolio
|
Q2 2025
Added 146.33%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
65,091
shares
|
$1.85 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
64,821
shares
|
$1.84 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
64,026
shares
|
$1.82 Million
1.1% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
63,796
shares
|
$1.81 Million
1.4% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
63,508
shares
|
$1.8 Million
0.44% of portfolio
|
Q2 2025
Added 24.26%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
63,459
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
63,380
shares
|
$1.8 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
63,230
shares
|
$1.79 Million
0.98% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
62,295
shares
|
$1.77 Million
0.05% of portfolio
|
Q2 2025
Reduced 28.31%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
62,169
shares
|
$1.76 Million
0.92% of portfolio
|
Q1 2025
Reduced 37.12%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
61,672
shares
|
$1.75 Million
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
61,525
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
60,961
shares
|
$1.73 Million
0.56% of portfolio
|
Q2 2025
Reduced 22.74%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
60,846
shares
|
$1.72 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
60,368
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Added 546.68%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
60,362
shares
|
$1.71 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
60,276
shares
|
$1.71 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
59,819
shares
|
$1.7 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
59,607
shares
|
$1.69 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.64%
|