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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
24,458
shares
|
$680,666
0.14% of portfolio
|
Q3 2024
Added 72.82%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
23,726
shares
|
$660,294
1.54% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
23,724
shares
|
$660,238
0.54% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
23,605
shares
|
$656,927
1.47% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
23,178
shares
|
$645,043
0.08% of portfolio
|
Q3 2024
Added 93.21%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
23,153
shares
|
$644,347
0.03% of portfolio
|
Q3 2024
Added 393.88%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
23,065
shares
|
$641,898
0.15% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
22,778
shares
|
$633,911
0.23% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
22,593
shares
|
$628,763
0.27% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
22,487
shares
|
$625,813
0.08% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
22,287
shares
|
$620,247
0.29% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
22,151
shares
|
$616,462
1.57% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
21,979
shares
|
$611,675
0.99% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
21,861
shares
|
$608,391
0.06% of portfolio
|
Q1 2024
Reduced 2.83%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
21,757
shares
|
$605,497
1.03% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
21,705
shares
|
$604,050
0.16% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
21,148
shares
|
$588,548
1.11% of portfolio
|
Q3 2024
Added 96.49%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
21,076
shares
|
$586,545
0.11% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
21,039
shares
|
$585,515
0.2% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
20,990
shares
|
$584,151
0.73% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
20,968
shares
|
$583,539
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
20,755
shares
|
$577,611
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
20,656
shares
|
$574,856
0.74% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
20,596
shares
|
$573,186
0.08% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
20,477
shares
|
$569,874
0.04% of portfolio
|
Q3 2024
Added 4.41%
|