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 |
---|---|---|---|---|---|
Chesapeake Wealth Management
|
Aug 13, 2024 Q2 2024 |
22,061
shares
|
$1.81 Million
0.63% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Jul 29, 2024 Q2 2024 |
21,861
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.83%
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jul 31, 2024 Q2 2024 |
21,562
shares
|
$1.77 Million
0.07% of portfolio
|
Q2 2024
Added 25.84%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
21,494
shares
|
$1.77 Million
0.12% of portfolio
|
Q2 2024
Added 36.13%
|
|
Econ Financial Services Corp
|
Aug 12, 2024 Q2 2024 |
21,436
shares
|
$1.76 Million
1.04% of portfolio
|
Q2 2024
Added 1.99%
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
21,386
shares
|
$1.76 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
Armor Investment Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
21,133
shares
|
$1.74 Million
0.77% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
20,964
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2024
Added 394.32%
|
|
Venture Visionary Partners LLC
|
Aug 13, 2024 Q2 2024 |
20,602
shares
|
$1.69 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Smith Anglin Financial, LLC
|
Jul 10, 2024 Q2 2024 |
20,549
shares
|
$1.69 Million
0.16% of portfolio
|
Q2 2024
Added 2.83%
|
|
Ironwood Financial, LLC
|
Jul 19, 2024 Q2 2024 |
20,486
shares
|
$1.68 Million
0.36% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
20,211
shares
|
$1.66 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
St. Louis Trust CO
|
Jul 30, 2024 Q2 2024 |
20,135
shares
|
$1.66 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
20,091
shares
|
$1.65 Million
0.9% of portfolio
|
Q4 2023
Added 6.87%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
19,842
shares
|
$1.63 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Sep 06, 2024 Q2 2024 |
19,648
shares
|
$1.62 Million
1.03% of portfolio
|
Q2 2023
Reduced 1.09%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
19,612
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2024 Q2 2024 |
19,592
shares
|
$1.61 Million
0.72% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
Cambridge Advisors Inc.
|
Jul 11, 2024 Q2 2024 |
19,368
shares
|
$1.59 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
19,068
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2024
Added 2.8%
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jul 17, 2024 Q2 2024 |
18,903
shares
|
$1.55 Million
1.41% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Aug 14, 2024 Q2 2024 |
18,875
shares
|
$1.55 Million
0.38% of portfolio
|
Q2 2024
Added 6.86%
|
|
Sharkey, Howes & Javer
|
Jul 17, 2024 Q2 2024 |
18,678
shares
|
$1.54 Million
0.25% of portfolio
|
Q2 2024
Reduced 7.11%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
18,550
shares
|
$1.53 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Edge Capital Group, LLC
|
Aug 13, 2024 Q2 2024 |
18,517
shares
|
$1.52 Million
0.07% of portfolio
|
Q4 2023
Reduced 3.46%
|