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 925 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.65 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
|
$13.5 Million
4.19% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
473,922
shares
|
$13.1 Million
2.02% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
462,490
shares
|
$12.8 Million
0.23% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
436,706
shares
|
$12.1 Million
8.51% of portfolio
|
Q3 2024
Added 217.48%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
413,398
shares
|
$11.4 Million
2.94% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
392,748
shares
|
$10.8 Million
0.39% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
384,420
shares
|
$10.6 Million
3.55% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Buckingham Capital Management, Inc.
|
Jul 15, 2024 Q2 2024 |
362,558
shares
|
$10 Million
3.41% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
352,206
shares
|
$9.72 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
|
$9.7 Million
1.07% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
344,046
shares
|
$9.5 Million
7.67% of portfolio
|
Q3 2024
Added 3072.39%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
343,681
shares
|
$9.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Mokosak Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
342,341
shares
|
$9.45 Million
8.53% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
340,940
shares
|
$9.41 Million
7.04% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Rmb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
339,582
shares
|
$9.38 Million
0.65% of portfolio
|
Q2 2024
Added 1.62%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
328,140
shares
|
$9.06 Million
0.83% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
312,002
shares
|
$8.61 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
309,555
shares
|
$8.55 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
294,975
shares
|
$8.14 Million
2.18% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
294,082
shares
|
$8.12 Million
5.64% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
288,972
shares
|
$7.98 Million
0.03% of portfolio
|
Q2 2024
Added 26.56%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
276,182
shares
|
$7.63 Million
1.87% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
265,498
shares
|
$7.33 Million
6.31% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
264,878
shares
|
$7.31 Million
0.12% of portfolio
|
Q2 2024
Added 435.45%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 16, 2024 Q2 2024 |
257,361
shares
|
$7.11 Million
5.77% of portfolio
|
Q2 2024
Reduced 13.13%
|