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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,247
shares
|
$120,402
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,214
shares
|
$119,466
0.03% of portfolio
|
Q4 2023
Added 1.94%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
4,191
shares
|
$118,814
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,149
shares
|
$117,624
0.0% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,037
shares
|
$114,448
0.17% of portfolio
|
Q4 2022
Added 0.52%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
4,001
shares
|
$113,428
0.02% of portfolio
|
Q4 2021
Added 0.6%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,948
shares
|
$111,925
0.02% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,873
shares
|
$109,799
0.11% of portfolio
|
Q3 2022
Reduced 5.81%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,572
shares
|
$101,266
0.0% of portfolio
|
Q4 2022
Added 1.74%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
3,500
shares
|
$99,225
0.08% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,492
shares
|
$98,998
0.0% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
3,359
shares
|
$95,227
0.0% of portfolio
|
Q2 2025
Added 37.44%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
3,286
shares
|
$93,158
0.1% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
3,280
shares
|
$92,988
0.03% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,155
shares
|
$89,444
0.0% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
3,120
shares
|
$88,452
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
3,048
shares
|
$86,410
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,000
shares
|
$85,050
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,991
shares
|
$84,794
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
2,880
shares
|
$81,648
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,743
shares
|
$77,764
0.01% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,682
shares
|
$76,034
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
2,640
shares
|
$74,844
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,632
shares
|
$74,617
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
2,550
shares
|
$72,292
0.03% of portfolio
|
Q4 2024
Added 200.0%
|