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 |
|---|---|---|---|---|---|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
47,670
shares
|
$1.35 Million
0.23% of portfolio
|
Q2 2025
Reduced 76.03%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
47,547
shares
|
$1.35 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
47,491
shares
|
$1.35 Million
1.58% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
47,082
shares
|
$1.33 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
47,021
shares
|
$1.33 Million
0.7% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
46,453
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
46,317
shares
|
$1.31 Million
0.65% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
46,295
shares
|
$1.31 Million
0.66% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
46,233
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
46,211
shares
|
$1.31 Million
0.23% of portfolio
|
Q2 2025
Reduced 79.66%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
46,161
shares
|
$1.31 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
46,099
shares
|
$1.31 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
44,997
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
44,959
shares
|
$1.27 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
44,889
shares
|
$1.27 Million
1.34% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
44,684
shares
|
$1.27 Million
0.18% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
44,541
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
44,372
shares
|
$1.26 Million
0.68% of portfolio
|
Q2 2025
Added 407.34%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
43,278
shares
|
$1.23 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
42,145
shares
|
$1.19 Million
3.39% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
42,068
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
42,053
shares
|
$1.19 Million
1.11% of portfolio
|
Q1 2023
Reduced 9.37%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
42,030
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 40.48%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,773
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2022
Added 14.45%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
41,680
shares
|
$1.18 Million
1.24% of portfolio
|
Q2 2025
Added 2.08%
|