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 1,011 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $7.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
60,264
shares
|
$1.59 Million
0.08% of portfolio
|
Q4 2024
Added 935.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
58,861
shares
|
$1.56 Million
0.32% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
58,449
shares
|
$1.55 Million
0.93% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
58,207
shares
|
$1.54 Million
0.15% of portfolio
|
Q4 2024
Added 196.97%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
57,921
shares
|
$1.53 Million
0.37% of portfolio
|
Q4 2024
Added 201.5%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
56,946
shares
|
$1.51 Million
1.03% of portfolio
|
Q4 2024
Added 205.08%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
56,522
shares
|
$1.49 Million
0.67% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
56,218
shares
|
$1.49 Million
0.11% of portfolio
|
Q4 2024
Added 198.6%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
55,923
shares
|
$1.48 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
55,824
shares
|
$1.48 Million
0.08% of portfolio
|
Q4 2024
Added 201.93%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
55,748
shares
|
$1.47 Million
0.15% of portfolio
|
Q4 2024
Added 200.9%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
55,645
shares
|
$1.47 Million
0.13% of portfolio
|
Q4 2024
Added 198.04%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
55,551
shares
|
$1.47 Million
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
55,518
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Added 193.67%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
55,255
shares
|
$1.46 Million
0.25% of portfolio
|
Q4 2024
Added 199.0%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
54,600
shares
|
$1.44 Million
0.11% of portfolio
|
Q4 2024
Added 201.13%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
54,177
shares
|
$1.43 Million
0.44% of portfolio
|
Q4 2024
Added 241.9%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
53,994
shares
|
$1.43 Million
0.26% of portfolio
|
Q4 2024
Added 223.69%
|
|
|
Chandler Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
53,760
shares
|
$1.42 Million
0.28% of portfolio
|
Q4 2024
Added 201.23%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
53,604
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
53,041
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
53,010
shares
|
$1.4 Million
0.56% of portfolio
|
Q4 2024
Added 196.29%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
52,955
shares
|
$1.4 Million
1.33% of portfolio
|
Q4 2024
Added 200.28%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
52,512
shares
|
$1.39 Million
0.59% of portfolio
|
Q3 2024
Reduced 65.97%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
52,509
shares
|
$1.39 Million
0.17% of portfolio
|
Q4 2024
Added 199.93%
|