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 950 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
25,929,301
shares
|
$723 Million
4.42% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,830,646
shares
|
$274 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
7,184,166
shares
|
$200 Million
6.46% of portfolio
|
Q3 2024
Added 222.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,258,331
shares
|
$90.9 Million
0.4% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,371,743
shares
|
$66.1 Million
0.18% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,264,769
shares
|
$63.2 Million
0.42% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,042,382
shares
|
$57 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
1,936,463
shares
|
$54 Million
5.78% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,809,861
shares
|
$50.5 Million
0.33% of portfolio
|
Q3 2024
Added 261.72%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,485,963
shares
|
$41.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
1,375,275
shares
|
$38.4 Million
7.41% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
1,110,656
shares
|
$31 Million
7.43% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
970,779
shares
|
$27.1 Million
2.85% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
862,311
shares
|
$24 Million
2.96% of portfolio
|
Q2 2023
Added 3.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
753,429
shares
|
$21 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
735,089
shares
|
$20.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
726,723
shares
|
$20.3 Million
0.88% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
706,706
shares
|
$19.7 Million
0.11% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
659,628
shares
|
$18.4 Million
0.07% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
657,835
shares
|
$18.3 Million
6.66% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
615,663
shares
|
$17.2 Million
1.82% of portfolio
|
Q3 2024
Added 217.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
584,164
shares
|
$16.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
572,939
shares
|
$16 Million
4.32% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
565,562
shares
|
$15.8 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
539,657
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2024
Added 4.59%
|