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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,846
shares
|
$449,234
0.0% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
15,702
shares
|
$445,151
0.01% of portfolio
|
Q2 2025
Reduced 68.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
15,561
shares
|
$441,154
0.02% of portfolio
|
Q2 2025
Reduced 62.73%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
15,550
shares
|
$440,842
0.28% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
15,548
shares
|
$440,785
0.03% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
15,213
shares
|
$431,288
0.4% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
15,210
shares
|
$431,203
0.27% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
15,038
shares
|
$426,327
0.16% of portfolio
|
Q2 2025
Reduced 70.17%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
15,007
shares
|
$425,448
0.6% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
15,000
shares
|
$425,250
0.13% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
14,997
shares
|
$425,164
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,946
shares
|
$423,719
0.13% of portfolio
|
Q4 2023
Reduced 0.03%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
14,900
shares
|
$422,415
0.09% of portfolio
|
Q1 2025
Added 71.88%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
14,759
shares
|
$418,417
0.79% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
14,681
shares
|
$416,206
0.03% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
14,648
shares
|
$415,270
0.19% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
14,485
shares
|
$410,649
0.36% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
14,481
shares
|
$410,536
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
14,213
shares
|
$402,938
0.02% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
14,194
shares
|
$402,399
0.0% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
14,193
shares
|
$402,371
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
13,965
shares
|
$395,907
0.12% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
13,927
shares
|
$394,830
0.03% of portfolio
|
Q2 2025
Reduced 27.88%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
13,818
shares
|
$391,740
0.0% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
13,806
shares
|
$391,400
0.01% of portfolio
|
Q1 2025
Added 200.92%
|