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 $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,868
shares
|
$499,410
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
17,854
shares
|
$499,019
0.81% of portfolio
|
Q3 2024
Added 163.96%
|
|
|
Chandler Asset Management, Inc.
|
Oct 31, 2024 Q3 2024 |
17,847
shares
|
$498,823
0.28% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
17,635
shares
|
$492,898
1.32% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
17,612
shares
|
$492,255
0.45% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
17,507
shares
|
$489,320
0.17% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,441
shares
|
$487,475
0.0% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
17,441
shares
|
$487,475
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
17,398
shares
|
$486,274
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
17,256
shares
|
$482,305
0.39% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
17,227
shares
|
$481,494
0.0% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
17,207
shares
|
$480,935
0.87% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
17,191
shares
|
$480,488
0.07% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
17,058
shares
|
$476,771
0.85% of portfolio
|
Q1 2023
Added 0.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
17,003
shares
|
$475,233
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
16,937
shares
|
$473,389
0.21% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
16,908
shares
|
$472,578
0.04% of portfolio
|
Q3 2024
Reduced 92.65%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
16,821
shares
|
$470,146
0.19% of portfolio
|
Q2 2023
Reduced 10.99%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
16,681
shares
|
$466,233
0.25% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
16,503
shares
|
$461,258
0.26% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
16,432
shares
|
$459,274
0.43% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
16,395
shares
|
$458,240
0.08% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
16,227
shares
|
$453,544
0.26% of portfolio
|
Q4 2022
Reduced 0.2%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
16,056
shares
|
$448,765
0.19% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Fidelis I M, LLC
Medford, OR |
Oct 29, 2024 Q3 2024 |
16,005
shares
|
$447,339
0.6% of portfolio
|
Q1 2024
Reduced 1.26%
|