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 $7.75 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brightworth
|
Oct 28, 2022 Q3 2022 |
49,998
shares
|
$4.11 Million
0.32% of portfolio
|
Q3 2022
Reduced 6.63%
|
|
Everhart Financial Group, Inc.
|
Jul 24, 2024 Q2 2024 |
49,876
shares
|
$4.1 Million
1.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 08, 2024 Q2 2024 |
49,677
shares
|
$4.08 Million
1.1% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 24, 2024 Q2 2024 |
49,575
shares
|
$4.08 Million
1.38% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,467
shares
|
$4.07 Million
0.29% of portfolio
|
Q4 2022
Reduced 2.12%
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 16, 2024 Q2 2024 |
49,293
shares
|
$4.05 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
Alpha Omega Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
49,155
shares
|
$4.04 Million
0.73% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Bensler, LLC
Bellevue, WA |
Jul 26, 2024 Q2 2024 |
47,979
shares
|
$3.95 Million
0.5% of portfolio
|
Q2 2024
Reduced 10.93%
|
|
Game Plan Financial Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
47,591
shares
|
$3.91 Million
2.16% of portfolio
|
Q2 2024
Added 0.23%
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2024 Q2 2024 |
47,561
shares
|
$3.91 Million
2.19% of portfolio
|
Q2 2024
Added 4.32%
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
47,491
shares
|
$3.91 Million
1.58% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
Madden Advisory Services, Inc.
|
Aug 07, 2024 Q2 2024 |
47,303
shares
|
$3.89 Million
1.87% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
46,998
shares
|
$3.86 Million
0.79% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
Von Berge Wealth Management Group, LLC
|
Jul 23, 2024 Q2 2024 |
46,274
shares
|
$3.81 Million
2.3% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Souders Financial Advisors
|
Aug 28, 2024 Q2 2024 |
46,163
shares
|
$3.8 Million
0.56% of portfolio
|
Q2 2024
Added 1.85%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
45,958
shares
|
$3.78 Million
0.14% of portfolio
|
Q2 2024
Added 11.76%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
45,632
shares
|
$3.75 Million
0.31% of portfolio
|
Q2 2024
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
45,572
shares
|
$3.75 Million
0.11% of portfolio
|
Q2 2024
Reduced 12.82%
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2024 Q2 2024 |
45,176
shares
|
$3.71 Million
1.58% of portfolio
|
Q2 2024
Added 0.28%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 12, 2024 Q2 2024 |
44,941
shares
|
$3.7 Million
0.74% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 13, 2024 Q2 2024 |
44,873
shares
|
$3.69 Million
2.24% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
Reston Wealth Management LLC
|
Jul 30, 2024 Q2 2024 |
44,785
shares
|
$3.68 Million
1.4% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
44,611
shares
|
$3.67 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
44,232
shares
|
$3.64 Million
1.11% of portfolio
|
Q2 2024
Added 1.79%
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
43,983
shares
|
$3.62 Million
1.36% of portfolio
|
Q2 2024
Added 4.07%
|