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 |
---|---|---|---|---|---|
Arkansas Financial Group, Inc.
|
Jul 25, 2024 Q2 2024 |
18,480
shares
|
$1.52 Million
0.26% of portfolio
|
Q4 2022
Reduced 3.42%
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 23, 2024 Q2 2024 |
18,263
shares
|
$1.5 Million
0.69% of portfolio
|
Q2 2024
Added 1.1%
|
|
Fulton Breakefield Broenniman LLC
|
Aug 07, 2024 Q2 2024 |
18,228
shares
|
$1.5 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
18,057
shares
|
$1.48 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
18,035
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 60.07%
|
|
Ironwood Wealth Management, Llc.
|
Aug 08, 2024 Q2 2024 |
18,028
shares
|
$1.48 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Bfsg, LLC
|
Jul 29, 2024 Q2 2024 |
18,000
shares
|
$1.48 Million
0.18% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
17,868
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2020
New holding
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
17,825
shares
|
$1.47 Million
0.12% of portfolio
|
Q2 2024
Added 4.63%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 22, 2024 Q2 2024 |
17,817
shares
|
$1.47 Million
1.11% of portfolio
|
Q1 2024
Added 437.14%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
17,794
shares
|
$1.46 Million
0.45% of portfolio
|
Q2 2024
Reduced 38.85%
|
|
Chandler Asset Management, Inc.
|
Aug 12, 2024 Q2 2024 |
17,720
shares
|
$1.46 Million
0.28% of portfolio
|
Q1 2024
Added 0.32%
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Apr 18, 2024 Q1 2024 |
17,694
shares
|
$1.45 Million
1.06% of portfolio
|
Q1 2024
Added 3.02%
|
|
Ltg Capital LLC
|
Aug 12, 2024 Q2 2024 |
17,589
shares
|
$1.45 Million
1.33% of portfolio
|
Q2 2024
Added 0.17%
|
|
Oldfather Financial Services, LLC
|
Jul 24, 2024 Q2 2024 |
17,469
shares
|
$1.44 Million
0.56% of portfolio
|
Q2 2024
Added 1.05%
|
|
1900 Wealth Management LLC
|
Jul 26, 2024 Q2 2024 |
17,431
shares
|
$1.43 Million
0.13% of portfolio
|
Q2 2024
Reduced 5.12%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
17,379
shares
|
$1.43 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
17,207
shares
|
$1.41 Million
0.87% of portfolio
|
Q2 2022
Added 0.3%
|
|
Ifrah Financial Services, Inc.
|
Aug 05, 2024 Q2 2024 |
17,176
shares
|
$1.41 Million
0.38% of portfolio
|
Q2 2024
Added 0.77%
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
17,058
shares
|
$1.4 Million
0.85% of portfolio
|
Q1 2023
Added 0.16%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
16,999
shares
|
$1.4 Million
0.27% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
16,821
shares
|
$1.38 Million
0.19% of portfolio
|
Q2 2023
Reduced 10.99%
|
|
ETF Store, Inc.
|
Aug 05, 2024 Q2 2024 |
16,707
shares
|
$1.37 Million
1.36% of portfolio
|
Q2 2024
Reduced 30.34%
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
16,608
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
Added 8.02%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 12, 2024 Q2 2024 |
16,531
shares
|
$1.36 Million
0.42% of portfolio
|
Q2 2024
Added 13.58%
|