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 |
|---|---|---|---|---|---|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
27,813
shares
|
$774,035
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
27,785
shares
|
$773,256
0.03% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,616
shares
|
$768,553
0.01% of portfolio
|
Q3 2024
Added 22.89%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
27,594
shares
|
$767,941
0.2% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
27,368
shares
|
$761,651
0.22% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
27,317
shares
|
$760,232
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
27,007
shares
|
$751,604
0.68% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
26,996
shares
|
$751,298
0.07% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
26,944
shares
|
$749,851
0.05% of portfolio
|
Q3 2022
Added 173.27%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
26,721
shares
|
$743,645
1.19% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
26,627
shares
|
$741,029
1.46% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,528
shares
|
$738,274
0.02% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,517
shares
|
$737,968
0.02% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
26,055
shares
|
$725,110
0.16% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
25,990
shares
|
$723,301
0.1% of portfolio
|
Q3 2024
Reduced 51.63%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
25,910
shares
|
$721,075
1.32% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
25,890
shares
|
$720,518
0.58% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
25,587
shares
|
$712,086
0.42% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
25,573
shares
|
$711,696
0.69% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
25,510
shares
|
$709,943
0.09% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,509
shares
|
$709,915
0.85% of portfolio
|
Q3 2023
Reduced 1.39%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
25,194
shares
|
$701,149
0.29% of portfolio
|
Q3 2024
Added 25.13%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
24,718
shares
|
$687,901
0.45% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
24,517
shares
|
$682,308
0.36% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
24,474
shares
|
$681,111
0.61% of portfolio
|
Q3 2024
Added 3.71%
|