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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
17,284
shares
|
$490,001
0.18% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
17,207
shares
|
$487,818
0.87% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
17,106
shares
|
$484,955
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
17,100
shares
|
$484,785
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
17,058
shares
|
$483,594
0.85% of portfolio
|
Q1 2023
Added 0.16%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
17,037
shares
|
$482,998
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
16,986
shares
|
$481,553
0.22% of portfolio
|
Q1 2025
Reduced 52.15%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
16,854
shares
|
$477,810
0.37% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
16,821
shares
|
$476,875
0.19% of portfolio
|
Q2 2023
Reduced 10.99%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
16,748
shares
|
$474,805
0.17% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
16,662
shares
|
$472,367
0.4% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
16,555
shares
|
$469,334
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
16,554
shares
|
$469,305
0.03% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
16,485
shares
|
$467,349
0.24% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
16,445
shares
|
$466,215
0.14% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
16,396
shares
|
$464,826
0.03% of portfolio
|
Q2 2025
Reduced 37.56%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
16,289
shares
|
$461,793
0.04% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
16,283
shares
|
$461,623
0.0% of portfolio
|
Q2 2025
Added 106.58%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
16,244
shares
|
$460,517
0.0% of portfolio
|
Q1 2025
Added 72.66%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
16,227
shares
|
$460,035
0.26% of portfolio
|
Q4 2022
Reduced 0.2%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
16,082
shares
|
$455,924
0.34% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
16,052
shares
|
$455,074
0.02% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
16,005
shares
|
$453,741
0.06% of portfolio
|
Q2 2025
Added 2113.69%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
15,976
shares
|
$452,919
0.04% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
15,862
shares
|
$449,687
0.07% of portfolio
|
Q2 2025
Reduced 0.26%
|