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 |
---|---|---|---|---|---|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
9,979
shares
|
$820,573
0.01% of portfolio
|
Q2 2024
Reduced 20.71%
|
|
Cap Partners, LLC
Franklin, TN |
Jul 19, 2024 Q2 2024 |
9,962
shares
|
$819,175
0.63% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2024 Q2 2024 |
9,865
shares
|
$811,198
0.24% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
9,769
shares
|
$803,304
0.05% of portfolio
|
Q2 2024
Added 10.53%
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
9,744
shares
|
$801,249
0.12% of portfolio
|
Q3 2023
Reduced 36.73%
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
9,743
shares
|
$801,166
0.02% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
9,718
shares
|
$799,111
0.05% of portfolio
|
Q2 2024
Reduced 11.79%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
9,713
shares
|
$798,699
0.01% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 25, 2024 Q2 2024 |
9,668
shares
|
$794,999
0.45% of portfolio
|
Q2 2024
Added 4.39%
|
|
Rede Wealth, LLC
|
Aug 02, 2024 Q2 2024 |
9,633
shares
|
$792,121
0.7% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 15, 2024 Q2 2024 |
9,517
shares
|
$782,582
0.52% of portfolio
|
Q1 2024
Added 0.14%
|
|
First Hawaiian Bank
|
Jul 02, 2024 Q2 2024 |
9,482
shares
|
$779,704
0.03% of portfolio
|
Q1 2022
Reduced 73.69%
|
|
Pennsylvania Capital Management Inc
|
Jul 12, 2024 Q2 2024 |
9,479
shares
|
$779,458
0.29% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
Whelan Financial
|
Jul 29, 2024 Q2 2024 |
9,398
shares
|
$772,797
0.33% of portfolio
|
Q2 2024
Reduced 3.99%
|
|
Calamos Advisors LLC
|
Jul 25, 2024 Q2 2024 |
9,388
shares
|
$771,975
0.0% of portfolio
|
Q2 2024
Added 0.85%
|
|
Sol Capital Management CO
|
Jul 23, 2024 Q2 2024 |
9,369
shares
|
$770,412
0.09% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
Wilson & Boucher Capital Management, LLC
|
Aug 14, 2024 Q2 2024 |
9,330
shares
|
$767,205
0.56% of portfolio
|
Q3 2023
Added 1.08%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
9,316
shares
|
$766,054
0.04% of portfolio
|
Q2 2024
Added 6.36%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
9,247
shares
|
$760,380
0.12% of portfolio
|
Q3 2023
Reduced 4.61%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,246
shares
|
$760,298
0.36% of portfolio
|
Q4 2022
Reduced 5.45%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
9,198
shares
|
$756,351
0.09% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 09, 2024 Q2 2024 |
9,105
shares
|
$748,704
0.3% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 30, 2024 Q2 2024 |
9,036
shares
|
$743,030
0.3% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Planning Alternatives LTD
|
Jul 25, 2024 Q2 2024 |
9,007
shares
|
$740,645
0.11% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 12, 2024 Q2 2024 |
8,989
shares
|
$739,165
0.06% of portfolio
|
Q2 2024
Reduced 2.6%
|