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 |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
78,456
shares
|
$2.05 Million
0.17% of portfolio
|
Q4 2024
Added 197.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
78,140
shares
|
$2.04 Million
0.16% of portfolio
|
Q4 2024
Added 219.49%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
77,969
shares
|
$2.04 Million
0.16% of portfolio
|
Q4 2024
Added 199.25%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
77,709
shares
|
$2.03 Million
1.12% of portfolio
|
Q4 2024
Added 190.82%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
77,571
shares
|
$2.03 Million
0.41% of portfolio
|
Q4 2024
Added 203.17%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
77,333
shares
|
$2.02 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
77,033
shares
|
$2.02 Million
0.68% of portfolio
|
Q4 2024
Added 201.23%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
76,715
shares
|
$2.01 Million
0.09% of portfolio
|
Q4 2024
Added 200.73%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
75,798
shares
|
$1.98 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
75,582
shares
|
$1.98 Million
0.3% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
74,457
shares
|
$1.95 Million
0.44% of portfolio
|
Q4 2024
Added 201.23%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
73,636
shares
|
$1.93 Million
0.3% of portfolio
|
Q4 2024
Added 230.4%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
73,523
shares
|
$1.92 Million
0.53% of portfolio
|
Q4 2024
Added 183.98%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
73,469
shares
|
$1.92 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
73,421
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Added 107.93%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
73,294
shares
|
$1.92 Million
0.62% of portfolio
|
Q4 2024
Added 199.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
72,586
shares
|
$1.9 Million
0.06% of portfolio
|
Q4 2024
Added 139.57%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
72,191
shares
|
$1.89 Million
0.15% of portfolio
|
Q4 2024
Added 212.99%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
71,634
shares
|
$1.87 Million
0.02% of portfolio
|
Q4 2024
Added 388.77%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
71,023
shares
|
$1.86 Million
1.51% of portfolio
|
Q4 2024
Added 199.35%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
69,738
shares
|
$1.83 Million
1.54% of portfolio
|
Q4 2024
Added 195.44%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
68,682
shares
|
$1.8 Million
0.24% of portfolio
|
Q4 2024
Added 201.53%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
68,273
shares
|
$1.79 Million
0.4% of portfolio
|
Q4 2024
Added 238.47%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
67,529
shares
|
$1.77 Million
0.28% of portfolio
|
Q4 2024
Added 198.89%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
67,423
shares
|
$1.76 Million
0.08% of portfolio
|
Q4 2024
Added 199.83%
|