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 |
|---|---|---|---|---|---|
|
Creekside Partners
Petaluma, CA |
Aug 30, 2024 Q2 2024 |
37,071
shares
|
$1.08 Million
1.6% of portfolio
|
Q2 2024
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
36,867
shares
|
$1.07 Million
0.61% of portfolio
|
Q4 2022
Added 10.73%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
36,725
shares
|
$1.07 Million
0.6% of portfolio
|
Q3 2024
Reduced 18.28%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 09, 2024 Q2 2024 |
36,490
shares
|
$1.06 Million
1.22% of portfolio
|
Q2 2024
Reduced 47.68%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2024 Q2 2024 |
36,377
shares
|
$1.06 Million
5.68% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
36,299
shares
|
$1.05 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
36,119
shares
|
$1.05 Million
0.19% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
35,940
shares
|
$1.04 Million
0.8% of portfolio
|
Q2 2024
Added 4.41%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Aug 02, 2024 Q2 2024 |
35,602
shares
|
$1.03 Million
1.27% of portfolio
|
Q2 2024
Reduced 10.05%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
35,585
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2024
Added 136.68%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
35,581
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
35,564
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
35,311
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2024
Added 220.4%
|
|
|
Napatree Capital LLC
Westerly, RI |
Aug 13, 2024 Q2 2024 |
35,308
shares
|
$1.02 Million
2.23% of portfolio
|
Q2 2024
Added 14.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
34,809
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 36.32%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
34,374
shares
|
$997,877
0.55% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
34,090
shares
|
$989,632
2.42% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,997
shares
|
$986,932
0.04% of portfolio
|
Q4 2023
Added 9.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
33,826
shares
|
$981,968
0.39% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
33,727
shares
|
$979,094
0.19% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
33,691
shares
|
$978,049
0.0% of portfolio
|
Q3 2024
Added 43.13%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
33,571
shares
|
$974,566
0.81% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Orcam Financial Group
Encinitas, CA |
Jul 15, 2024 Q2 2024 |
33,402
shares
|
$969,660
2.79% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
33,386
shares
|
$969,195
2.03% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
33,278
shares
|
$966,060
0.44% of portfolio
|
Q3 2024
Reduced 5.14%
|