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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
67,075
shares
|
$1.76 Million
1.42% of portfolio
|
Q3 2024
Added 28.34%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
66,966
shares
|
$1.75 Million
0.21% of portfolio
|
Q4 2024
Added 218.29%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
66,708
shares
|
$1.75 Million
0.16% of portfolio
|
Q4 2024
Added 141.75%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
66,100
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
66,100
shares
|
$1.73 Million
1.06% of portfolio
|
Q4 2024
Added 212.56%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
66,036
shares
|
$1.73 Million
0.16% of portfolio
|
Q4 2024
Added 204.24%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
65,965
shares
|
$1.73 Million
1.48% of portfolio
|
Q4 2024
Added 197.8%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
65,878
shares
|
$1.72 Million
0.48% of portfolio
|
Q4 2024
Reduced 80.85%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
65,765
shares
|
$1.72 Million
0.47% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
65,583
shares
|
$1.72 Million
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
65,281
shares
|
$1.71 Million
0.06% of portfolio
|
Q4 2024
Added 181.65%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
64,745
shares
|
$1.69 Million
1.02% of portfolio
|
Q4 2024
Added 194.58%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
63,725
shares
|
$1.67 Million
0.11% of portfolio
|
Q4 2024
Added 202.36%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
62,909
shares
|
$1.65 Million
0.08% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
62,826
shares
|
$1.64 Million
1.07% of portfolio
|
Q4 2024
Added 188.76%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
62,826
shares
|
$1.64 Million
0.29% of portfolio
|
Q4 2024
Added 202.7%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
61,873
shares
|
$1.62 Million
0.66% of portfolio
|
Q4 2024
Added 101.06%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
61,761
shares
|
$1.62 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
61,535
shares
|
$1.61 Million
0.44% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
61,249
shares
|
$1.6 Million
0.71% of portfolio
|
Q4 2024
Added 191.8%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
60,939
shares
|
$1.59 Million
0.05% of portfolio
|
Q4 2024
Added 195.88%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
60,935
shares
|
$1.59 Million
0.24% of portfolio
|
Q4 2024
Added 207.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
60,928
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 197.54%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
60,301
shares
|
$1.58 Million
0.89% of portfolio
|
Q4 2024
Added 207.47%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
60,264
shares
|
$1.58 Million
0.08% of portfolio
|
Q4 2024
Added 935.11%
|