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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,467
shares
|
$1.38 Million
0.29% of portfolio
|
Q4 2022
Reduced 2.12%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
49,467
shares
|
$1.38 Million
1.89% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
49,432
shares
|
$1.38 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
49,293
shares
|
$1.37 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
49,047
shares
|
$1.36 Million
1.58% of portfolio
|
Q3 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
48,919
shares
|
$1.36 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
48,833
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
48,363
shares
|
$1.35 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
48,031
shares
|
$1.34 Million
3.8% of portfolio
|
Q3 2024
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
48,019
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Reduced 61.71%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
48,011
shares
|
$1.34 Million
1.55% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
47,491
shares
|
$1.32 Million
1.58% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
47,147
shares
|
$1.31 Million
0.89% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
47,069
shares
|
$1.31 Million
1.42% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
46,771
shares
|
$1.3 Million
0.72% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
46,590
shares
|
$1.3 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
46,289
shares
|
$1.29 Million
0.65% of portfolio
|
Q3 2024
Reduced 24.51%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
45,872
shares
|
$1.28 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
45,629
shares
|
$1.27 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
45,585
shares
|
$1.27 Million
0.83% of portfolio
|
Q3 2024
Added 188.97%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
45,478
shares
|
$1.27 Million
1.65% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
45,093
shares
|
$1.25 Million
0.47% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
44,889
shares
|
$1.25 Million
1.34% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
44,805
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
44,490
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 2.08%
|