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 932 institutions that hold shares in the stock, with a total of 95.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Holderness Investments CO
Greensboro, NC |
Aug 13, 2024 Q2 2024 |
13,200
shares
|
$385,440
0.24% of portfolio
|
Q2 2024
Added 3.04%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
13,021
shares
|
$380,213
0.15% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
12,883
shares
|
$376,183
0.19% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
12,872
shares
|
$375,862
0.0% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
12,832
shares
|
$374,694
0.01% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
12,805
shares
|
$373,906
0.1% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
12,726
shares
|
$371,599
0.11% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
12,539
shares
|
$366,138
0.05% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
12,500
shares
|
$365,000
0.55% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
12,339
shares
|
$360,298
0.01% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
12,243
shares
|
$357,495
0.35% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
12,217
shares
|
$356,736
0.46% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
12,211
shares
|
$356,561
0.35% of portfolio
|
Q3 2024
Reduced 44.65%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
12,203
shares
|
$356,327
0.0% of portfolio
|
Q2 2024
Added 22.9%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
12,152
shares
|
$354,838
0.02% of portfolio
|
Q2 2024
Added 6.85%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
12,138
shares
|
$354,429
0.22% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
12,128
shares
|
$354,137
0.2% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
11,996
shares
|
$350,283
0.04% of portfolio
|
Q2 2024
Reduced 9.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
11,928
shares
|
$348,297
0.01% of portfolio
|
Q2 2024
Reduced 29.53%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
11,834
shares
|
$345,552
0.57% of portfolio
|
Q4 2023
Reduced 7.79%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,828
shares
|
$345,377
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
11,805
shares
|
$344,706
0.21% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
11,793
shares
|
$344,355
0.13% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
11,759
shares
|
$343,362
0.54% of portfolio
|
Q3 2024
Added 95.46%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 01, 2024 Q2 2024 |
11,710
shares
|
$341,932
0.34% of portfolio
|
Q2 2024
Reduced 3.5%
|