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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,530
shares
|
$71,725
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,484
shares
|
$70,421
0.0% of portfolio
|
Q2 2025
Reduced 41.8%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
2,406
shares
|
$68,210
0.0% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
2,400
shares
|
$68,040
0.03% of portfolio
|
Q2 2025
Reduced 19.38%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,400
shares
|
$68,040
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,263
shares
|
$64,156
0.0% of portfolio
|
Q2 2025
Reduced 70.66%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,172
shares
|
$61,576
0.04% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2,154
shares
|
$61,065
0.02% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
2,130
shares
|
$60,385
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,124
shares
|
$60,215
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
2,109
shares
|
$59,790
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
2,059
shares
|
$58,372
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,004
shares
|
$56,813
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,995
shares
|
$56,558
0.01% of portfolio
|
Q2 2025
Reduced 72.59%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,921
shares
|
$54,460
0.03% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1,898
shares
|
$53,808
0.01% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,824
shares
|
$51,710
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,768
shares
|
$50,122
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,728
shares
|
$48,988
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,680
shares
|
$47,628
0.01% of portfolio
|
Q1 2025
Reduced 67.41%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
1,668
shares
|
$47,287
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,650
shares
|
$46,777
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
1,591
shares
|
$45,104
0.02% of portfolio
|
Q2 2025
Reduced 26.14%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,589
shares
|
$45,048
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,560
shares
|
$44,226
0.01% of portfolio
|
Q4 2024
Added 181.08%
|