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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
489,389
shares
|
$13.6 Million
4.19% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
473,922
shares
|
$13.2 Million
2.02% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
462,490
shares
|
$12.9 Million
0.23% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
436,706
shares
|
$12.2 Million
8.51% of portfolio
|
Q3 2024
Added 217.48%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
413,398
shares
|
$11.5 Million
2.94% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
397,210
shares
|
$11.1 Million
3.81% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
379,236
shares
|
$10.6 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
361,709
shares
|
$10.1 Million
3.48% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
352,206
shares
|
$9.82 Million
1.01% of portfolio
|
Q1 2023
Reduced 3.47%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
351,188
shares
|
$9.79 Million
1.07% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
344,046
shares
|
$9.6 Million
7.67% of portfolio
|
Q3 2024
Added 3072.39%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
342,341
shares
|
$9.55 Million
8.53% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
342,276
shares
|
$9.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
340,940
shares
|
$9.51 Million
7.04% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
339,489
shares
|
$9.47 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
328,140
shares
|
$9.15 Million
0.83% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
310,652
shares
|
$8.66 Million
0.03% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
309,555
shares
|
$8.63 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
294,975
shares
|
$8.23 Million
2.18% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
294,082
shares
|
$8.2 Million
5.64% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
276,182
shares
|
$7.7 Million
1.87% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
276,002
shares
|
$7.7 Million
0.03% of portfolio
|
Q3 2024
Added 47.43%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
268,081
shares
|
$7.48 Million
3.81% of portfolio
|
Q3 2024
Added 210.63%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
265,498
shares
|
$7.4 Million
6.31% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
261,605
shares
|
$7.3 Million
8.09% of portfolio
|
Q3 2024
Added 7.41%
|