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 |
|---|---|---|---|---|---|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
7,893
shares
|
$223,766
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
7,875
shares
|
$223,256
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
7,846
shares
|
$222,434
0.14% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
7,772
shares
|
$220,336
0.0% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
7,748
shares
|
$219,655
0.06% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
7,722
shares
|
$218,918
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
7,680
shares
|
$217,728
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,634
shares
|
$216,423
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
7,566
shares
|
$214,496
0.1% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jul 14, 2025 Q2 2025 |
7,554
shares
|
$214,155
0.25% of portfolio
|
Q2 2025
Reduced 91.54%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
7,515
shares
|
$213,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
7,512
shares
|
$212,965
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
7,511
shares
|
$212,936
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7,458
shares
|
$211,434
0.02% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
7,428
shares
|
$210,583
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Shaker Investments LLC
|
Jul 31, 2025 Q2 2025 |
7,390
shares
|
$209,506
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
7,340
shares
|
$208,089
0.04% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,335
shares
|
$207,947
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
7,314
shares
|
$207,351
0.04% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
7,297
shares
|
$206,869
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
7,237
shares
|
$205,168
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
7,212
shares
|
$204,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
7,203
shares
|
$204,205
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
7,079
shares
|
$200,689
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
7,047
shares
|
$199,782
0.04% of portfolio
|
Q2 2025
New holding
|