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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
8,774
shares
|
$248,742
0.01% of portfolio
|
Q2 2025
Reduced 45.97%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
8,730
shares
|
$247,495
0.14% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
8,706
shares
|
$246,815
0.0% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
8,670
shares
|
$245,794
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
8,663
shares
|
$245,596
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,655
shares
|
$245,369
0.01% of portfolio
|
Q3 2023
Reduced 3.88%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
8,634
shares
|
$244,773
0.0% of portfolio
|
Q1 2025
Added 43.33%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
8,447
shares
|
$239,472
0.06% of portfolio
|
Q1 2025
Reduced 23.92%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
8,430
shares
|
$238,990
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
8,426
shares
|
$238,877
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,424
shares
|
$238,820
0.13% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,247
shares
|
$233,802
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,191
shares
|
$232,214
0.05% of portfolio
|
Q4 2022
Reduced 1.16%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
8,175
shares
|
$231,761
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,157
shares
|
$231,250
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
8,152
shares
|
$231,109
0.22% of portfolio
|
Q2 2025
Reduced 34.28%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
8,150
shares
|
$231,052
0.14% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
8,106
shares
|
$229,805
0.04% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
8,100
shares
|
$229,635
0.08% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
8,064
shares
|
$228,614
0.01% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
8,061
shares
|
$228,529
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
8,043
shares
|
$228,019
0.05% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
8,006
shares
|
$226,970
0.0% of portfolio
|
Q2 2025
Reduced 37.3%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
7,971
shares
|
$225,977
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
7,896
shares
|
$223,851
0.04% of portfolio
|
Q4 2024
Added 200.0%
|