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 912 institutions that hold shares in the stock, with a total of 94.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
21,221,270
shares
|
$1.68 Billion
3.68% of portfolio
|
Q2 2024
Added 0.72%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
10,044,550
shares
|
$794 Million
0.84% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
3,175,966
shares
|
$251 Million
0.39% of portfolio
|
Q2 2024
Reduced 14.02%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
2,282,373
shares
|
$180 Million
0.18% of portfolio
|
Q2 2024
Added 33.64%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
2,230,752
shares
|
$176 Million
2.77% of portfolio
|
Q2 2024
Added 3.34%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
2,070,818
shares
|
$164 Million
0.4% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
1,976,832
shares
|
$156 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
1,837,312
shares
|
$145 Million
5.69% of portfolio
|
Q2 2024
Added 7.22%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,514,371
shares
|
$120 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
Legacy Wealth Management, Inc
|
Jul 12, 2024 Q2 2024 |
1,344,981
shares
|
$106 Million
7.58% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 08, 2024 Q2 2024 |
1,024,471
shares
|
$81 Million
6.81% of portfolio
|
Q2 2024
Added 6.67%
|
|
Jmg Financial Group, Ltd.
|
Jul 30, 2024 Q2 2024 |
969,285
shares
|
$76.6 Million
2.9% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
862,311
shares
|
$68.2 Million
2.96% of portfolio
|
Q2 2023
Added 3.33%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
774,023
shares
|
$61.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
765,250
shares
|
$60.5 Million
0.9% of portfolio
|
Q2 2024
Reduced 58.35%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
743,041
shares
|
$58.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 18.87%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
695,531
shares
|
$55 Million
0.11% of portfolio
|
Q2 2024
Added 0.79%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
645,119
shares
|
$51 Million
0.07% of portfolio
|
Q2 2024
Added 1.57%
|
|
Summit Financial Strategies, Inc.
|
Jul 19, 2024 Q2 2024 |
642,116
shares
|
$50.8 Million
6.67% of portfolio
|
Q2 2024
Added 4.0%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
600,702
shares
|
$47.5 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Rkl Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
590,482
shares
|
$46.7 Million
4.43% of portfolio
|
Q2 2024
Added 0.01%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
587,364
shares
|
$46.4 Million
0.09% of portfolio
|
Q2 2024
Added 7.86%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
515,979
shares
|
$40.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Blb&B Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
501,712
shares
|
$39.7 Million
2.15% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
500,344
shares
|
$39.5 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.69%
|