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 |
|---|---|---|---|---|---|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
28,543
shares
|
$809,194
0.33% of portfolio
|
Q2 2025
Reduced 39.27%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
28,525
shares
|
$808,683
1.38% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
28,149
shares
|
$798,024
0.17% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
28,060
shares
|
$795,501
0.31% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
28,007
shares
|
$793,998
0.35% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
27,710
shares
|
$785,578
0.41% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
27,271
shares
|
$773,132
0.05% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
27,051
shares
|
$766,895
0.01% of portfolio
|
Q2 2025
Added 46.61%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
27,034
shares
|
$766,413
0.01% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
26,944
shares
|
$763,862
0.05% of portfolio
|
Q3 2022
Added 173.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
26,940
shares
|
$763,749
0.0% of portfolio
|
Q2 2025
Reduced 78.52%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
26,882
shares
|
$762,104
0.03% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
26,848
shares
|
$761,140
0.11% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
26,779
shares
|
$759,184
0.02% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
26,635
shares
|
$755,102
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
26,468
shares
|
$750,367
0.06% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
26,442
shares
|
$749,630
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
26,282
shares
|
$745,094
0.27% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
26,203
shares
|
$742,855
0.27% of portfolio
|
Q4 2024
Added 189.98%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
25,886
shares
|
$733,868
0.04% of portfolio
|
Q2 2025
Reduced 73.82%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
25,761
shares
|
$730,324
0.0% of portfolio
|
Q2 2025
Added 40.49%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
25,750
shares
|
$730,012
0.25% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
25,696
shares
|
$728,481
0.28% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,509
shares
|
$723,180
0.85% of portfolio
|
Q3 2023
Reduced 1.39%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
25,428
shares
|
$720,883
0.26% of portfolio
|
Q2 2025
Added 94.58%
|