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 |
---|---|---|---|---|---|
Legacy Bridge, LLC
|
Aug 06, 2024 Q2 2024 |
14,940
shares
|
$1.23 Million
0.71% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
14,683
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2024
Added 1.2%
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
14,538
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
14,420
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.47%
|
|
Lowery Thomas, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
14,326
shares
|
$1.18 Million
0.81% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
14,178
shares
|
$1.17 Million
0.15% of portfolio
|
Q2 2024
Added 0.58%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
14,152
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
13,979
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Aug 12, 2024 Q2 2024 |
13,773
shares
|
$1.13 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Sigma Investment Counselors Inc
|
Jul 25, 2024 Q2 2024 |
13,761
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
13,736
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2024
Reduced 13.71%
|
|
Forte Capital LLC
|
Aug 13, 2024 Q2 2024 |
13,683
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2024
Reduced 29.1%
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
13,654
shares
|
$1.12 Million
0.97% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
13,573
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Clear Investment Research, LLC
|
Aug 08, 2024 Q2 2024 |
13,548
shares
|
$1.11 Million
1.38% of portfolio
|
Q2 2024
Added 0.01%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
13,402
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 08, 2024 Q2 2024 |
13,288
shares
|
$1.09 Million
0.16% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
Holderness Investments CO
Greensboro, NC |
Aug 13, 2024 Q2 2024 |
13,200
shares
|
$1.09 Million
0.24% of portfolio
|
Q2 2024
Added 3.04%
|
|
Orca Investment Management, LLC
|
Aug 06, 2024 Q2 2024 |
13,024
shares
|
$1.07 Million
1.01% of portfolio
|
Q2 2024
Added 0.29%
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
12,883
shares
|
$1.06 Million
0.19% of portfolio
|
Q1 2024
Added 0.06%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
12,872
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
12,868
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2024
Added 2.01%
|
|
Bouchey Financial Group LTD
|
Jul 12, 2024 Q2 2024 |
12,849
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2024
Added 144.84%
|
|
Sawgrass Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
12,691
shares
|
$1.04 Million
0.11% of portfolio
|
Q1 2024
Added 0.19%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
12,521
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2024
Added 3.14%
|