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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
38,117
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
37,919
shares
|
$1.08 Million
0.56% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
37,881
shares
|
$1.07 Million
0.4% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Orca Investment Management, LLC
|
Jul 25, 2025 Q2 2025 |
37,806
shares
|
$1.07 Million
0.97% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jul 25, 2025 Q2 2025 |
37,542
shares
|
$1.06 Million
0.48% of portfolio
|
Q4 2024
Added 134.56%
|
|
|
Wisconsin Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
37,500
shares
|
$1.06 Million
0.6% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
37,221
shares
|
$1.06 Million
0.22% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
37,047
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
36,867
shares
|
$1.05 Million
0.61% of portfolio
|
Q4 2022
Added 10.73%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
36,841
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
36,567
shares
|
$1.04 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
36,559
shares
|
$1.04 Million
0.36% of portfolio
|
Q2 2025
Added 38.96%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
36,486
shares
|
$1.03 Million
1.15% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
36,410
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
36,230
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
36,065
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
36,051
shares
|
$1.02 Million
0.4% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
35,930
shares
|
$1.02 Million
0.37% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
35,833
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
35,816
shares
|
$1.02 Million
0.1% of portfolio
|
Q2 2025
Added 28.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
35,803
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.67%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
35,756
shares
|
$1.01 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
35,649
shares
|
$1.01 Million
0.29% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
35,378
shares
|
$1 Million
0.75% of portfolio
|
Q2 2025
Added 160.19%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
35,265
shares
|
$999,762
0.19% of portfolio
|
Q1 2025
Reduced 11.43%
|