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 |
|---|---|---|---|---|---|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
25,319
shares
|
$717,793
0.1% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
25,200
shares
|
$714,420
0.35% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
24,986
shares
|
$708,353
0.15% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
24,981
shares
|
$708,211
0.01% of portfolio
|
Q2 2025
Added 17.46%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
24,918
shares
|
$706,425
0.09% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
24,879
shares
|
$705,319
0.23% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
24,751
shares
|
$701,690
0.0% of portfolio
|
Q2 2025
Added 22.48%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
24,690
shares
|
$699,961
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
24,690
shares
|
$699,961
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
24,648
shares
|
$698,770
0.37% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
24,525
shares
|
$695,283
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
24,340
shares
|
$690,039
0.22% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
24,261
shares
|
$687,799
0.02% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
24,229
shares
|
$686,892
0.03% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
24,042
shares
|
$681,590
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
23,687
shares
|
$671,526
0.48% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
23,558
shares
|
$667,869
0.0% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
23,363
shares
|
$662,341
0.33% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
23,297
shares
|
$660,469
0.04% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
22,902
shares
|
$649,271
0.0% of portfolio
|
Q2 2025
Reduced 21.51%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
22,676
shares
|
$642,864
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
22,653
shares
|
$642,212
0.09% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
22,005
shares
|
$623,841
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
21,990
shares
|
$623,416
0.43% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
21,831
shares
|
$618,908
0.49% of portfolio
|
Q2 2025
Added 157.81%
|