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 |
|---|---|---|---|---|---|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
41,462
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2025
Added 60.45%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
41,000
shares
|
$1.16 Million
0.37% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
40,822
shares
|
$1.16 Million
0.32% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
40,770
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2024
Reduced 2.88%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
40,592
shares
|
$1.15 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
40,450
shares
|
$1.15 Million
0.59% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
40,404
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
40,182
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
40,105
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 212.81%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
40,032
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
40,017
shares
|
$1.13 Million
1.43% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
39,824
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
39,711
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
39,676
shares
|
$1.12 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
39,495
shares
|
$1.12 Million
0.24% of portfolio
|
Q2 2025
Added 10.52%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
39,240
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
39,235
shares
|
$1.11 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
39,187
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
38,962
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Added 126.14%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
38,932
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
38,914
shares
|
$1.1 Million
0.13% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
38,610
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
38,479
shares
|
$1.09 Million
0.41% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
38,334
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
38,249
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Added 16.57%
|