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 |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
21,825
shares
|
$618,738
0.26% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
21,777
shares
|
$617,377
0.02% of portfolio
|
Q2 2025
Reduced 32.04%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
21,727
shares
|
$615,960
0.02% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
21,686
shares
|
$614,798
0.01% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
21,685
shares
|
$614,769
0.02% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
21,519
shares
|
$610,063
0.39% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
21,304
shares
|
$603,968
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
21,228
shares
|
$601,813
0.49% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
21,115
shares
|
$598,610
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
20,922
shares
|
$593,138
0.11% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
20,819
shares
|
$590,218
0.23% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
20,793
shares
|
$589,481
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
20,743
shares
|
$588,064
0.14% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
20,742
shares
|
$588,035
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
20,681
shares
|
$586,306
0.21% of portfolio
|
Q2 2025
Added 17.37%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
20,571
shares
|
$583,187
0.34% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
20,382
shares
|
$577,829
0.05% of portfolio
|
Q4 2024
Added 133.79%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
20,340
shares
|
$576,639
0.38% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
20,091
shares
|
$569,579
0.9% of portfolio
|
Q4 2023
Added 6.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
20,077
shares
|
$569,182
0.0% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
19,918
shares
|
$564,675
0.19% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
19,793
shares
|
$561,131
0.03% of portfolio
|
Q2 2025
Added 28.51%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
19,685
shares
|
$558,069
0.05% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
19,584
shares
|
$555,206
0.32% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
19,476
shares
|
$552,144
0.12% of portfolio
|
Q2 2025
Reduced 0.83%
|