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 |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
35,096
shares
|
$994,971
0.33% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
35,060
shares
|
$993,951
0.48% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
35,041
shares
|
$993,412
0.54% of portfolio
|
Q2 2025
Added 267.73%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
35,007
shares
|
$992,448
0.06% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
35,007
shares
|
$992,448
0.01% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
34,650
shares
|
$982,327
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
34,389
shares
|
$974,928
0.01% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
34,200
shares
|
$969,570
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
34,154
shares
|
$968,265
0.04% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
34,022
shares
|
$964,523
0.01% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,997
shares
|
$963,814
0.04% of portfolio
|
Q4 2023
Added 9.17%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
33,652
shares
|
$954,034
0.3% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
33,625
shares
|
$953,268
0.18% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
33,576
shares
|
$951,879
0.52% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
33,537
shares
|
$950,773
0.83% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
33,166
shares
|
$940,256
0.34% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
33,147
shares
|
$939,717
0.69% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
33,139
shares
|
$939,490
1.72% of portfolio
|
Q2 2022
Added 63.11%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
32,831
shares
|
$930,758
0.41% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
32,424
shares
|
$919,220
0.11% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
32,407
shares
|
$918,738
0.62% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
31,922
shares
|
$904,988
0.66% of portfolio
|
Q2 2025
Added 145.97%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
31,899
shares
|
$904,336
0.06% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
31,797
shares
|
$901,444
0.58% of portfolio
|
Q2 2025
Reduced 28.71%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
31,715
shares
|
$899,120
0.03% of portfolio
|
Q2 2025
Reduced 2.53%
|