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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,522
shares
|
$43,148
0.0% of portfolio
|
Q2 2025
Added 351.63%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
1,500
shares
|
$42,525
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,479
shares
|
$41,929
0.0% of portfolio
|
Q2 2025
Added 54.06%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
1,410
shares
|
$39,973
0.01% of portfolio
|
Q2 2025
Reduced 81.03%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,394
shares
|
$39,519
0.01% of portfolio
|
Q2 2024
Added 155.78%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
1,374
shares
|
$38,952
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,337
shares
|
$37,903
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,323
shares
|
$37,507
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,320
shares
|
$37,422
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,302
shares
|
$36,911
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,302
shares
|
$36,911
0.01% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,287
shares
|
$36,486
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,122
shares
|
$31,808
0.0% of portfolio
|
Q2 2025
Reduced 68.61%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
1,089
shares
|
$30,873
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,088
shares
|
$30,844
0.0% of portfolio
|
Q2 2025
Added 44.49%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,077
shares
|
$30,532
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
1,050
shares
|
$29,767
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,029
shares
|
$29,172
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
991
shares
|
$28,094
0.01% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
945
shares
|
$26,790
0.02% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
920
shares
|
$26,082
0.03% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
885
shares
|
$25,089
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
789
shares
|
$22,368
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
786
shares
|
$22,283
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
780
shares
|
$22,113
0.0% of portfolio
|
Q2 2025
Added 0.39%
|