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 |
|---|---|---|---|---|---|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
11,399
shares
|
$323,161
0.23% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
11,383
shares
|
$322,708
0.17% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
11,343
shares
|
$321,574
0.01% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
11,327
shares
|
$321,120
0.62% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
11,190
shares
|
$317,236
0.02% of portfolio
|
Q1 2025
Added 32.98%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
11,167
shares
|
$316,584
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,163
shares
|
$316,471
0.04% of portfolio
|
Q4 2024
Added 239.3%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,126
shares
|
$315,422
0.06% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,929
shares
|
$309,837
0.04% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
10,929
shares
|
$309,837
0.02% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,801
shares
|
$306,208
0.02% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
10,780
shares
|
$305,613
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
10,637
shares
|
$301,558
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
10,555
shares
|
$299,234
0.07% of portfolio
|
Q4 2024
Added 199.94%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
10,495
shares
|
$297,533
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
10,484
shares
|
$297,221
0.13% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
10,261
shares
|
$290,899
0.03% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
10,248
shares
|
$290,530
0.09% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
10,197
shares
|
$289,084
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
10,179
shares
|
$288,574
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
10,143
shares
|
$287,554
0.04% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
10,130
shares
|
$287,185
0.04% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
10,073
shares
|
$285,569
0.08% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,067
shares
|
$285,399
0.2% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
10,064
shares
|
$285,314
0.05% of portfolio
|
Q2 2025
New holding
|