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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
12,203
shares
|
$339,609
0.0% of portfolio
|
Q2 2024
Added 22.9%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
12,152
shares
|
$338,190
0.01% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,151
shares
|
$338,162
0.01% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
12,138
shares
|
$337,800
0.22% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
12,128
shares
|
$337,522
0.2% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
11,926
shares
|
$331,900
0.01% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
11,834
shares
|
$329,340
0.57% of portfolio
|
Q4 2023
Reduced 7.79%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,828
shares
|
$329,173
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,805
shares
|
$328,533
0.19% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
11,798
shares
|
$328,338
0.33% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
11,793
shares
|
$328,199
0.13% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,765
shares
|
$327,419
0.0% of portfolio
|
Q3 2024
Added 42.8%
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
11,759
shares
|
$327,252
0.54% of portfolio
|
Q3 2024
Added 95.46%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
11,692
shares
|
$325,388
0.06% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
11,678
shares
|
$324,998
0.29% of portfolio
|
Q1 2023
Added 2.07%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
11,636
shares
|
$323,829
0.54% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
11,604
shares
|
$322,939
0.16% of portfolio
|
Q3 2024
Added 39.09%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
11,550
shares
|
$321,436
0.03% of portfolio
|
Q2 2023
Reduced 1.28%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,504
shares
|
$320,156
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
11,402
shares
|
$317,317
0.56% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
11,402
shares
|
$317,317
0.73% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
11,400
shares
|
$317,262
0.01% of portfolio
|
Q1 2024
Added 0.88%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
11,383
shares
|
$316,788
0.01% of portfolio
|
Q3 2024
Reduced 21.7%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,349
shares
|
$315,842
0.01% of portfolio
|
Q2 2022
Reduced 4.2%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
11,327
shares
|
$315,230
0.62% of portfolio
|
Q3 2024
Reduced 6.02%
|