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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
763
shares
|
$21,631
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
744
shares
|
$21,092
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
738
shares
|
$20,922
0.01% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
725
shares
|
$20,553
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
723
shares
|
$20,497
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
655
shares
|
$18,569
0.0% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
651
shares
|
$18,455
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
651
shares
|
$18,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
638
shares
|
$18,087
0.03% of portfolio
|
Q2 2022
Added 0.31%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
638
shares
|
$18,087
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
591
shares
|
$16,754
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
559
shares
|
$15,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
555
shares
|
$15,734
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
502
shares
|
$14,231
0.01% of portfolio
|
Q2 2025
Added 25000.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
480
shares
|
$13,608
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
465
shares
|
$13,182
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
456
shares
|
$12,927
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
432
shares
|
$12,247
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
426
shares
|
$12,077
0.01% of portfolio
|
Q2 2025
Reduced 54.05%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
396
shares
|
$11,226
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
393
shares
|
$11,141
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
388
shares
|
$10,999
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
384
shares
|
$10,886
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
383
shares
|
$10,858
0.0% of portfolio
|
Q2 2024
Added 71.75%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
380
shares
|
$10,773
0.0% of portfolio
|
Q2 2025
Reduced 94.72%
|