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 |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
13,784
shares
|
$390,776
0.03% of portfolio
|
Q2 2025
Added 38.66%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
13,694
shares
|
$388,224
0.06% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
13,581
shares
|
$385,021
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,539
shares
|
$383,830
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
13,528
shares
|
$383,518
0.14% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
13,506
shares
|
$382,895
0.17% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
13,231
shares
|
$375,098
0.18% of portfolio
|
Q2 2025
Reduced 12.19%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
13,214
shares
|
$374,616
0.1% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
13,175
shares
|
$373,511
0.09% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
13,134
shares
|
$372,348
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
13,078
shares
|
$370,761
0.04% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
13,001
shares
|
$368,578
0.05% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
12,874
shares
|
$364,977
0.24% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
12,819
shares
|
$363,418
0.01% of portfolio
|
Q2 2025
Reduced 37.83%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,814
shares
|
$363,276
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
12,735
shares
|
$361,037
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
12,706
shares
|
$360,215
0.13% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
12,689
shares
|
$359,733
0.07% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jul 25, 2025 Q2 2025 |
12,572
shares
|
$356,416
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
12,449
shares
|
$352,929
0.03% of portfolio
|
Q2 2025
Reduced 87.37%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
12,237
shares
|
$346,918
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
12,177
shares
|
$345,217
0.01% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
12,170
shares
|
$345,019
0.03% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
12,164
shares
|
$344,849
0.15% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
12,141
shares
|
$344,197
0.0% of portfolio
|
Q2 2025
Added 26.88%
|