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 |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
37,071
shares
|
$1.03 Million
0.37% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
36,871
shares
|
$1.03 Million
1.32% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
36,867
shares
|
$1.03 Million
0.61% of portfolio
|
Q4 2022
Added 10.73%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
36,725
shares
|
$1.02 Million
0.6% of portfolio
|
Q3 2024
Reduced 18.28%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
36,690
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
36,299
shares
|
$1.01 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
36,119
shares
|
$1.01 Million
0.19% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
36,055
shares
|
$1 Million
1.55% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
36,046
shares
|
$1 Million
0.15% of portfolio
|
Q3 2024
Added 213.55%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
36,035
shares
|
$1 Million
0.31% of portfolio
|
Q3 2024
Reduced 34.69%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
36,016
shares
|
$1 Million
0.78% of portfolio
|
Q3 2024
Reduced 75.78%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
35,819
shares
|
$996,842
2.08% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
35,417
shares
|
$985,655
0.06% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
35,311
shares
|
$982,705
0.26% of portfolio
|
Q3 2024
Added 220.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
34,932
shares
|
$972,157
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
34,374
shares
|
$956,628
0.55% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
34,090
shares
|
$948,724
2.42% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
34,026
shares
|
$946,943
0.0% of portfolio
|
Q3 2024
Reduced 45.95%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,997
shares
|
$946,136
0.04% of portfolio
|
Q4 2023
Added 9.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
33,826
shares
|
$941,377
0.39% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
33,727
shares
|
$938,622
0.19% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
33,691
shares
|
$937,620
0.0% of portfolio
|
Q3 2024
Added 43.13%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
33,571
shares
|
$934,280
0.81% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 14, 2024 Q3 2024 |
33,484
shares
|
$931,859
2.72% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
33,386
shares
|
$929,132
2.03% of portfolio
|
Q3 2024
Reduced 4.06%
|