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 |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
31,655
shares
|
$897,419
0.53% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
31,490
shares
|
$892,741
0.74% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
31,382
shares
|
$889,679
0.3% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
31,137
shares
|
$882,733
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
31,136
shares
|
$882,705
0.29% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,978
shares
|
$878,226
0.18% of portfolio
|
Q3 2022
Added 394.3%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
30,694
shares
|
$870,174
0.02% of portfolio
|
Q2 2025
Added 34.38%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
30,486
shares
|
$864,278
0.12% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
30,385
shares
|
$861,414
0.02% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
30,255
shares
|
$857,729
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
30,012
shares
|
$850,840
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
30,000
shares
|
$850,500
0.09% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
29,712
shares
|
$842,335
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
29,497
shares
|
$836,239
0.1% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
29,345
shares
|
$831,930
0.3% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
29,338
shares
|
$831,732
0.07% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
29,317
shares
|
$831,136
0.03% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
29,230
shares
|
$828,670
0.26% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
29,147
shares
|
$826,317
0.17% of portfolio
|
Q2 2025
Added 100.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
29,089
shares
|
$824,673
0.02% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
29,026
shares
|
$822,887
0.03% of portfolio
|
Q2 2025
Reduced 70.02%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
28,720
shares
|
$814,212
0.06% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
28,712
shares
|
$813,985
0.49% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
28,631
shares
|
$811,688
0.51% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
28,564
shares
|
$809,789
2.97% of portfolio
|
Q3 2023
Reduced 2.13%
|