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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
59,266
shares
|
$1.68 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
59,199
shares
|
$1.68 Million
0.48% of portfolio
|
Q2 2025
Added 11.24%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
58,861
shares
|
$1.67 Million
0.32% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
58,449
shares
|
$1.66 Million
0.85% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
58,208
shares
|
$1.65 Million
0.12% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
58,183
shares
|
$1.65 Million
0.93% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
58,134
shares
|
$1.65 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
58,122
shares
|
$1.65 Million
0.15% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
58,091
shares
|
$1.65 Million
0.51% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
57,929
shares
|
$1.64 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
57,885
shares
|
$1.64 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
57,427
shares
|
$1.63 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
57,349
shares
|
$1.63 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
56,788
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
56,518
shares
|
$1.6 Million
0.12% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
56,433
shares
|
$1.6 Million
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
55,658
shares
|
$1.58 Million
0.23% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
55,551
shares
|
$1.57 Million
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
55,104
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
54,659
shares
|
$1.55 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
54,356
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
54,230
shares
|
$1.54 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Chandler Asset Management, Inc.
|
Aug 08, 2025 Q2 2025 |
54,117
shares
|
$1.53 Million
0.27% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
53,968
shares
|
$1.53 Million
0.17% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
53,876
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
New holding
|