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 |
|---|---|---|---|---|---|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
44,400
shares
|
$1.24 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
43,552
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
43,008
shares
|
$1.2 Million
1.35% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
42,924
shares
|
$1.19 Million
2.34% of portfolio
|
Q3 2024
Added 351.02%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
42,685
shares
|
$1.19 Million
1.04% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
42,556
shares
|
$1.18 Million
0.3% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
42,228
shares
|
$1.18 Million
0.53% of portfolio
|
Q3 2024
Reduced 23.4%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
42,163
shares
|
$1.17 Million
2.04% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
42,053
shares
|
$1.17 Million
1.11% of portfolio
|
Q1 2023
Reduced 9.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
41,979
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 28.86%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,773
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2022
Added 14.45%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
41,572
shares
|
$1.16 Million
0.82% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
41,402
shares
|
$1.15 Million
2.25% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
41,396
shares
|
$1.15 Million
0.25% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
41,162
shares
|
$1.15 Million
1.18% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
40,770
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2024
Reduced 2.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
39,468
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
39,153
shares
|
$1.09 Million
1.56% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
39,059
shares
|
$1.09 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
38,793
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
38,731
shares
|
$1.08 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
38,341
shares
|
$1.07 Million
0.94% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
38,099
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
37,919
shares
|
$1.06 Million
0.56% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
37,477
shares
|
$1.04 Million
0.25% of portfolio
|
Q3 2024
Added 4.2%
|