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 |
|---|---|---|---|---|---|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
10,039
shares
|
$284,605
0.4% of portfolio
|
Q2 2025
Added 167.13%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
9,910
shares
|
$280,948
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
9,810
shares
|
$278,113
0.02% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
9,810
shares
|
$278,113
0.14% of portfolio
|
Q4 2024
Added 196.37%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
9,710
shares
|
$275,278
0.01% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
9,654
shares
|
$273,690
0.17% of portfolio
|
Q1 2025
Reduced 57.98%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
9,572
shares
|
$271,366
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,569
shares
|
$271,281
0.0% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,562
shares
|
$271,082
0.0% of portfolio
|
Q2 2025
Reduced 33.29%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
9,538
shares
|
$270,402
0.08% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
9,517
shares
|
$269,806
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
9,513
shares
|
$269,693
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
9,492
shares
|
$269,098
0.02% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
9,455
shares
|
$268,049
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
9,453
shares
|
$267,992
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
9,282
shares
|
$263,144
0.04% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
9,252
shares
|
$262,294
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,246
shares
|
$262,124
0.36% of portfolio
|
Q4 2022
Reduced 5.45%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
9,189
shares
|
$260,508
0.23% of portfolio
|
Q1 2025
Reduced 43.84%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,167
shares
|
$259,884
0.01% of portfolio
|
Q4 2024
Added 170.49%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
9,071
shares
|
$257,162
0.02% of portfolio
|
Q2 2025
Reduced 25.45%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
9,000
shares
|
$255,150
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
8,980
shares
|
$254,583
0.07% of portfolio
|
Q3 2022
Added 11.76%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
8,962
shares
|
$254,072
0.79% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
8,880
shares
|
$251,748
0.22% of portfolio
|
Q1 2025
Added 0.26%
|