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 |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
19,415
shares
|
$550,415
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
19,328
shares
|
$547,948
0.06% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
19,217
shares
|
$544,801
0.02% of portfolio
|
Q2 2025
Added 47.49%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
19,161
shares
|
$543,214
0.26% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
18,925
shares
|
$536,523
0.59% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
18,687
shares
|
$529,776
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
18,648
shares
|
$528,670
0.1% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
18,540
shares
|
$525,609
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Asset Planning Services Inc
|
Jul 22, 2025 Q2 2025 |
18,521
shares
|
$525,070
0.24% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
18,471
shares
|
$523,652
0.27% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
18,467
shares
|
$523,539
0.06% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
18,411
shares
|
$521,951
0.14% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
18,182
shares
|
$515,459
0.01% of portfolio
|
Q2 2025
Reduced 27.92%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
18,133
shares
|
$514,070
0.43% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
18,100
shares
|
$513,135
0.43% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
18,063
shares
|
$512,086
0.12% of portfolio
|
Q4 2024
Added 184.59%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
18,009
shares
|
$510,555
0.06% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
17,962
shares
|
$509,222
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
17,920
shares
|
$508,032
0.21% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
17,859
shares
|
$506,302
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
17,851
shares
|
$506,075
0.02% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
17,831
shares
|
$505,508
0.16% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
17,715
shares
|
$502,220
0.0% of portfolio
|
Q2 2025
Added 124.44%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
17,565
shares
|
$497,967
0.28% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
17,544
shares
|
$497,372
0.13% of portfolio
|
Q2 2025
Added 14.11%
|