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 |
---|---|---|---|---|---|
First Pacific Financial
|
Jul 19, 2024 Q2 2024 |
16,471
shares
|
$1.35 Million
0.42% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
16,454
shares
|
$1.35 Million
0.21% of portfolio
|
Q2 2024
Added 15.01%
|
|
Paulson Wealth Management Inc.
|
Jul 25, 2024 Q2 2024 |
16,385
shares
|
$1.35 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
16,227
shares
|
$1.33 Million
0.26% of portfolio
|
Q4 2022
Reduced 0.2%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
16,176
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2024
Added 0.45%
|
|
Embree Financial Group
Chicago, IL |
Aug 01, 2024 Q2 2024 |
16,152
shares
|
$1.33 Million
0.24% of portfolio
|
Q2 2024
Added 5.14%
|
|
Fidelis I M, LLC
Medford, OR |
Sep 12, 2024 Q2 2024 |
16,005
shares
|
$1.32 Million
0.61% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
15,953
shares
|
$1.31 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
15,831
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2024
Added 1.96%
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Aug 13, 2024 Q2 2024 |
15,775
shares
|
$1.3 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
15,728
shares
|
$1.29 Million
0.08% of portfolio
|
Q1 2024
Added 4.32%
|
|
Benchmark Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
15,648
shares
|
$1.29 Million
0.65% of portfolio
|
Q4 2023
Reduced 4.81%
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
15,645
shares
|
$1.29 Million
0.12% of portfolio
|
Q2 2024
Added 2.68%
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Jul 29, 2024 Q2 2024 |
15,587
shares
|
$1.28 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
S.A. Mason LLC
|
Jul 10, 2024 Q2 2024 |
15,569
shares
|
$1.28 Million
0.7% of portfolio
|
Q2 2024
Added 1.96%
|
|
Graypoint LLC
|
Jul 31, 2024 Q2 2024 |
15,559
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
15,548
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
15,394
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2024
Added 4.45%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
15,387
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 12, 2024 Q2 2024 |
15,200
shares
|
$1.25 Million
0.46% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
Goepper Burkhardt LLC
|
Aug 13, 2024 Q2 2024 |
15,165
shares
|
$1.25 Million
0.54% of portfolio
|
Q2 2024
Added 0.66%
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2024 Q2 2024 |
15,092
shares
|
$1.24 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
15,031
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2024
Added 6.29%
|
|
Wisconsin Capital Management LLC
|
Aug 01, 2024 Q2 2024 |
15,000
shares
|
$1.23 Million
0.6% of portfolio
|
Q1 2023
Reduced 6.25%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,946
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.03%
|