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 |
|---|---|---|---|---|---|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,829
shares
|
$193,602
0.3% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
6,709
shares
|
$190,200
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
6,642
shares
|
$188,300
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,558
shares
|
$185,919
0.04% of portfolio
|
Q3 2023
Reduced 5.2%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
6,469
shares
|
$183,396
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,391
shares
|
$181,184
0.16% of portfolio
|
Q2 2022
Reduced 6.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,370
shares
|
$180,589
0.02% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
6,013
shares
|
$170,468
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
5,817
shares
|
$164,911
0.82% of portfolio
|
Q4 2023
Added 31.37%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
5,760
shares
|
$163,296
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,700
shares
|
$161,595
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
5,426
shares
|
$153,827
0.03% of portfolio
|
Q4 2024
Added 199.94%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
5,184
shares
|
$146,966
0.04% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
5,115
shares
|
$145,010
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
5,091
shares
|
$144,329
0.07% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
4,952
shares
|
$140,389
0.05% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
4,918
shares
|
$139,425
0.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,914
shares
|
$139,311
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,860
shares
|
$137,781
0.0% of portfolio
|
Q2 2023
Added 6.03%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
4,845
shares
|
$137,355
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
4,689
shares
|
$132,933
0.01% of portfolio
|
Q2 2025
Added 62.31%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
4,519
shares
|
$128,113
0.59% of portfolio
|
Q3 2022
Reduced 8.91%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
4,316
shares
|
$122,358
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
4,302
shares
|
$121,961
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,284
shares
|
$121,451
0.01% of portfolio
|
Q2 2025
Added 6.17%
|