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 912 institutions that hold shares in the stock, with a total of 94.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Financial Planning, Inc.
|
Aug 09, 2024 Q2 2024 |
26,458
shares
|
$2.18 Million
1.49% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
Sunburst Financial Group, LLC
|
Jul 12, 2024 Q2 2024 |
25,994
shares
|
$2.14 Million
0.58% of portfolio
|
Q2 2024
Reduced 7.55%
|
|
Red Door Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
25,700
shares
|
$2.11 Million
0.37% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,509
shares
|
$2.1 Million
0.85% of portfolio
|
Q3 2023
Reduced 1.39%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 02, 2024 Q2 2024 |
25,402
shares
|
$2.09 Million
0.09% of portfolio
|
Q2 2024
Added 0.01%
|
|
Clayton Financial Group LLC
St. Louis, MO |
Aug 01, 2024 Q2 2024 |
25,331
shares
|
$2.08 Million
0.89% of portfolio
|
Q2 2024
Added 4.99%
|
|
Athena Investment Management
|
Aug 07, 2024 Q2 2024 |
25,266
shares
|
$2.08 Million
1.27% of portfolio
|
Q2 2024
Added 1.99%
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2024 Q2 2024 |
25,063
shares
|
$2.06 Million
0.46% of portfolio
|
Q1 2024
Added 0.04%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
24,785
shares
|
$2.04 Million
0.35% of portfolio
|
Q2 2024
New holding
|
|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
24,674
shares
|
$2.03 Million
0.23% of portfolio
|
Q2 2024
Added 0.95%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
24,547
shares
|
$2.02 Million
0.02% of portfolio
|
Q2 2024
Added 15.22%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 10, 2024 Q2 2024 |
23,980
shares
|
$1.97 Million
0.4% of portfolio
|
Q2 2024
Added 10.23%
|
|
Life Steps Financial, Inc.
|
Jul 17, 2024 Q2 2024 |
23,851
shares
|
$1.96 Million
1.53% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
23,770
shares
|
$1.95 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Boltwood Capital Management
|
Jul 08, 2024 Q2 2024 |
23,598
shares
|
$1.94 Million
0.58% of portfolio
|
Q2 2024
Added 0.75%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
23,538
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2024
Added 31.95%
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 23, 2024 Q2 2024 |
23,450
shares
|
$1.93 Million
1.53% of portfolio
|
Q2 2024
Added 4.78%
|
|
Prentice Wealth Management LLC
|
Jul 11, 2024 Q2 2024 |
23,150
shares
|
$1.9 Million
0.6% of portfolio
|
Q2 2024
Added 8.12%
|
|
Vision Capital Management, Inc.
Portland, OR |
Aug 07, 2024 Q2 2024 |
22,754
shares
|
$1.87 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
Staley Capital Advisers Inc
|
Aug 13, 2024 Q2 2024 |
22,735
shares
|
$1.87 Million
0.08% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
Waterfront Wealth Inc.
|
Aug 01, 2024 Q2 2024 |
22,529
shares
|
$1.85 Million
0.49% of portfolio
|
Q2 2024
Added 0.58%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,473
shares
|
$1.85 Million
0.0% of portfolio
|
Q2 2024
Added 37.99%
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 16, 2024 Q2 2024 |
22,453
shares
|
$1.85 Million
1.02% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 24, 2024 Q2 2024 |
22,448
shares
|
$1.85 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
Acas, LLC
|
Aug 12, 2024 Q2 2024 |
22,441
shares
|
$1.85 Million
1.61% of portfolio
|
Q2 2024
Reduced 4.03%
|