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 |
---|---|---|---|---|---|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
11,387
shares
|
$936,353
0.24% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,349
shares
|
$933,228
0.01% of portfolio
|
Q2 2022
Reduced 4.2%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
11,244
shares
|
$924,594
0.01% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
11,213
shares
|
$922,044
0.07% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
11,166
shares
|
$918,180
0.07% of portfolio
|
Q2 2024
Added 1.18%
|
|
North Rock Partners, LLC
|
Aug 06, 2024 Q2 2024 |
11,021
shares
|
$906,256
0.07% of portfolio
|
Q2 2024
Reduced 20.14%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
10,984
shares
|
$903,214
0.11% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
10,954
shares
|
$900,747
0.5% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
10,926
shares
|
$898,444
0.01% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
Tradewinds Capital Management, LLC
|
Jul 17, 2024 Q2 2024 |
10,845
shares
|
$891,784
0.25% of portfolio
|
Q2 2024
Reduced 94.91%
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
10,771
shares
|
$885,699
0.64% of portfolio
|
Q2 2024
Reduced 5.62%
|
|
Values Added Financial LLC
Washington, DC |
Jul 30, 2024 Q2 2024 |
10,763
shares
|
$885,041
0.6% of portfolio
|
Q2 2024
Added 6.44%
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 22, 2024 Q2 2024 |
10,700
shares
|
$879,861
0.01% of portfolio
|
Q2 2024
Added 3.9%
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
10,598
shares
|
$871,473
0.08% of portfolio
|
Q1 2024
Reduced 11.04%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
10,598
shares
|
$871,473
0.02% of portfolio
|
Q2 2024
Added 3.67%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
10,565
shares
|
$868,759
0.03% of portfolio
|
Q2 2024
Reduced 17.62%
|
|
Parsons Capital Management Inc
|
Jul 19, 2024 Q2 2024 |
10,419
shares
|
$856,754
0.06% of portfolio
|
Q2 2024
Reduced 22.39%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
10,388
shares
|
$854,205
0.19% of portfolio
|
Q2 2024
Added 2.73%
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
10,147
shares
|
$834,387
0.05% of portfolio
|
Q2 2024
New holding
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
10,124
shares
|
$832,496
0.13% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
Wedmont Private Capital
|
Jul 15, 2024 Q2 2024 |
10,079
shares
|
$828,796
0.05% of portfolio
|
Q2 2024
Added 35.71%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,067
shares
|
$827,809
0.2% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Aug 13, 2024 Q2 2024 |
10,039
shares
|
$825,506
0.94% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
10,027
shares
|
$824,520
0.35% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
Seven Springs Wealth Group, LLC
|
Jul 30, 2024 Q2 2024 |
10,004
shares
|
$822,628
0.31% of portfolio
|
Q3 2022
Reduced 0.52%
|