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 1,009 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $7.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
104,969
shares
|
$2.75 Million
0.42% of portfolio
|
Q4 2024
Added 210.32%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
103,979
shares
|
$2.72 Million
1.84% of portfolio
|
Q4 2024
Added 211.44%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
103,011
shares
|
$2.7 Million
2.41% of portfolio
|
Q4 2024
Added 202.17%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
101,842
shares
|
$2.67 Million
4.22% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
101,723
shares
|
$2.66 Million
4.45% of portfolio
|
Q4 2024
Added 186.55%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
100,880
shares
|
$2.64 Million
0.29% of portfolio
|
Q4 2024
Added 179.95%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
100,713
shares
|
$2.64 Million
2.23% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
100,588
shares
|
$2.63 Million
2.72% of portfolio
|
Q4 2024
Added 200.41%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
100,131
shares
|
$2.62 Million
0.84% of portfolio
|
Q4 2024
Added 201.97%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
99,468
shares
|
$2.6 Million
0.45% of portfolio
|
Q4 2024
Added 198.9%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
98,862
shares
|
$2.59 Million
1.61% of portfolio
|
Q4 2024
Added 176.0%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
98,415
shares
|
$2.58 Million
1.42% of portfolio
|
Q4 2024
Added 133.42%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
97,350
shares
|
$2.55 Million
1.41% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
96,672
shares
|
$2.53 Million
0.03% of portfolio
|
Q4 2024
Added 192.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
96,528
shares
|
$2.53 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
96,106
shares
|
$2.52 Million
0.02% of portfolio
|
Q4 2024
Added 197.9%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
95,679
shares
|
$2.5 Million
0.5% of portfolio
|
Q4 2024
Added 178.35%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
95,663
shares
|
$2.5 Million
0.15% of portfolio
|
Q4 2024
Added 183.64%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
95,028
shares
|
$2.49 Million
0.5% of portfolio
|
Q4 2024
Added 158.76%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
94,272
shares
|
$2.47 Million
0.36% of portfolio
|
Q4 2024
Added 193.33%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
93,625
shares
|
$2.45 Million
0.04% of portfolio
|
Q4 2024
Added 226.82%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
92,696
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Added 175.14%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
92,171
shares
|
$2.41 Million
0.28% of portfolio
|
Q4 2024
Added 204.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,122
shares
|
$2.41 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
91,786
shares
|
$2.4 Million
1.59% of portfolio
|
Q4 2024
Added 113.83%
|