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 |
|---|---|---|---|---|---|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
12,138
shares
|
$344,112
0.22% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
12,128
shares
|
$343,828
0.2% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
12,109
shares
|
$343,290
0.3% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
12,081
shares
|
$342,496
0.04% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
12,077
shares
|
$342,382
0.12% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
12,000
shares
|
$340,200
0.02% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,999
shares
|
$340,171
0.08% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
11,973
shares
|
$339,434
0.01% of portfolio
|
Q4 2024
Added 200.53%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
11,943
shares
|
$338,584
0.2% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
11,920
shares
|
$337,932
0.06% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
11,879
shares
|
$336,769
0.25% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Raub Brock Capital Management LP
|
Jul 23, 2025 Q2 2025 |
11,865
shares
|
$336,372
0.07% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,828
shares
|
$335,323
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
11,794
shares
|
$334,359
0.25% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
11,739
shares
|
$332,800
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
11,737
shares
|
$332,743
0.07% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
11,735
shares
|
$332,687
0.04% of portfolio
|
Q4 2024
Added 207.2%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
11,687
shares
|
$331,326
0.09% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
11,678
shares
|
$331,071
0.29% of portfolio
|
Q1 2023
Added 2.07%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
11,664
shares
|
$330,674
0.11% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
11,605
shares
|
$329,001
0.08% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
11,545
shares
|
$327,300
0.03% of portfolio
|
Q2 2025
Added 468.16%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
11,523
shares
|
$326,677
0.15% of portfolio
|
Q2 2025
Reduced 25.19%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
11,480
shares
|
$325,458
0.14% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,437
shares
|
$324,238
0.0% of portfolio
|
Q2 2025
Reduced 13.71%
|