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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
53,643
shares
|
$1.52 Million
0.08% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
53,604
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
53,464
shares
|
$1.52 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
53,440
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
53,144
shares
|
$1.51 Million
1.24% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
52,493
shares
|
$1.49 Million
1.35% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
52,431
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
52,088
shares
|
$1.48 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
52,059
shares
|
$1.48 Million
0.65% of portfolio
|
Q4 2024
Added 232.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
52,007
shares
|
$1.47 Million
1.97% of portfolio
|
Q2 2023
Added 62.67%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
51,265
shares
|
$1.45 Million
0.59% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
50,718
shares
|
$1.44 Million
1.7% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
50,680
shares
|
$1.44 Million
0.25% of portfolio
|
Q2 2025
Added 23.31%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
50,642
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 32.38%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
50,516
shares
|
$1.43 Million
0.69% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
50,210
shares
|
$1.42 Million
0.08% of portfolio
|
Q4 2024
Added 242.92%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
50,140
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
50,112
shares
|
$1.42 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
49,998
shares
|
$1.42 Million
0.32% of portfolio
|
Q3 2022
Reduced 6.63%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
49,725
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
49,496
shares
|
$1.4 Million
0.72% of portfolio
|
Q2 2025
Reduced 51.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,467
shares
|
$1.4 Million
0.29% of portfolio
|
Q4 2022
Reduced 2.12%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
48,452
shares
|
$1.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
48,121
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
47,868
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Added 17.21%
|