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 1,000 institutions that hold shares in the stock, with a total of 273 Million shares, which have been reported (via 13F filing form) to have a value of $6.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
59,401,539
shares
|
$1.52 Billion
3.47% of portfolio
|
Q4 2024
Added 129.09%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
28,594,739
shares
|
$731 Million
0.77% of portfolio
|
Q4 2024
Added 190.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
10,077,570
shares
|
$258 Million
0.39% of portfolio
|
Q4 2024
Added 209.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,584,801
shares
|
$194 Million
0.18% of portfolio
|
Q4 2024
Added 219.8%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
7,481,182
shares
|
$191 Million
2.94% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,908,231
shares
|
$177 Million
0.37% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
5,903,425
shares
|
$151 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,342,093
shares
|
$111 Million
0.02% of portfolio
|
Q4 2024
Added 192.21%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
4,203,019
shares
|
$107 Million
7.34% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
3,981,896
shares
|
$102 Million
6.53% of portfolio
|
Q1 2025
Reduced 30.37%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
3,000,909
shares
|
$76.7 Million
6.92% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
2,875,095
shares
|
$73.5 Million
2.65% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,452,411
shares
|
$62.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,419,749
shares
|
$61.8 Million
0.03% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,161,181
shares
|
$55.2 Million
0.1% of portfolio
|
Q4 2024
Added 205.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,127,139
shares
|
$54.4 Million
0.02% of portfolio
|
Q4 2024
Added 189.37%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,090,777
shares
|
$53.4 Million
0.86% of portfolio
|
Q4 2024
Added 187.7%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,939,998
shares
|
$49.6 Million
6.43% of portfolio
|
Q4 2024
Added 194.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,685,863
shares
|
$43.1 Million
0.1% of portfolio
|
Q4 2024
Added 188.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,648,859
shares
|
$42.1 Million
0.02% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
1,640,241
shares
|
$41.9 Million
0.51% of portfolio
|
Q4 2024
Added 190.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,600,788
shares
|
$40.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,554,746
shares
|
$39.7 Million
4.21% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
1,543,630
shares
|
$39.5 Million
0.25% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
1,501,765
shares
|
$38.4 Million
3.3% of portfolio
|
Q1 2025
Reduced 10.0%
|