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 929 institutions that hold shares in the stock, with a total of 95.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.78 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
|
$616 Million
3.68% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,830,646
shares
|
$285 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
3,175,966
shares
|
$92.2 Million
0.39% of portfolio
|
Q2 2024
Reduced 14.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
2,282,373
shares
|
$66.3 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
|
$64.8 Million
2.77% of portfolio
|
Q2 2024
Added 3.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,042,382
shares
|
$59.3 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
1,976,832
shares
|
$57.4 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
1,837,312
shares
|
$53.3 Million
5.69% of portfolio
|
Q2 2024
Added 7.22%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,514,371
shares
|
$44 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
1,375,275
shares
|
$39.9 Million
7.41% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
1,110,656
shares
|
$32.2 Million
7.43% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
970,779
shares
|
$28.2 Million
2.85% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
862,311
shares
|
$25 Million
2.96% of portfolio
|
Q2 2023
Added 3.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
753,429
shares
|
$21.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
743,041
shares
|
$21.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 18.87%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
726,723
shares
|
$21.1 Million
0.88% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
695,531
shares
|
$20.2 Million
0.11% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
659,628
shares
|
$19.1 Million
0.07% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
657,835
shares
|
$19.1 Million
6.66% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
615,663
shares
|
$17.9 Million
1.82% of portfolio
|
Q3 2024
Added 217.72%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
600,702
shares
|
$17.4 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
584,164
shares
|
$17 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
572,939
shares
|
$16.6 Million
4.32% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
515,979
shares
|
$15 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
500,344
shares
|
$14.5 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.69%
|