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 |
---|---|---|---|---|---|
Pegasus Partners Ltd.
Mequon, WI |
Aug 07, 2024 Q2 2024 |
8,980
shares
|
$738,425
0.07% of portfolio
|
Q3 2022
Added 11.76%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
8,911
shares
|
$732,751
0.03% of portfolio
|
Q2 2024
New holding
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
8,831
shares
|
$726,173
0.02% of portfolio
|
Q2 2024
Added 135.56%
|
|
Fca Corp
Houston, TX |
Aug 13, 2024 Q2 2024 |
8,811
shares
|
$724,528
0.22% of portfolio
|
Q2 2024
Added 0.15%
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jul 15, 2024 Q2 2024 |
8,750
shares
|
$719,512
0.48% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
8,726
shares
|
$717,538
0.01% of portfolio
|
Q2 2024
Added 0.01%
|
|
Townsend Asset Management Corp
|
Jul 25, 2024 Q2 2024 |
8,720
shares
|
$717,045
0.26% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,655
shares
|
$711,700
0.01% of portfolio
|
Q3 2023
Reduced 3.88%
|
|
Harfst & Associates, Inc.
|
Aug 01, 2024 Q2 2024 |
8,603
shares
|
$707,424
0.16% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
8,448
shares
|
$694,679
0.05% of portfolio
|
Q2 2024
Added 5.96%
|
|
Yhb Investment Advisors, Inc.
|
Aug 01, 2024 Q2 2024 |
8,419
shares
|
$692,294
0.06% of portfolio
|
Q1 2024
Added 0.88%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
8,372
shares
|
$688,429
0.02% of portfolio
|
Q2 2024
Added 27.86%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
8,343
shares
|
$686,044
0.12% of portfolio
|
Q2 2024
Added 9.68%
|
|
Modus Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
8,328
shares
|
$684,811
0.24% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Jul 23, 2024 Q2 2024 |
8,267
shares
|
$679,795
0.34% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
8,239
shares
|
$677,492
0.0% of portfolio
|
Q2 2024
New holding
|
|
Archetype Wealth Partners
Houston, TX |
Aug 15, 2024 Q2 2024 |
8,237
shares
|
$677,328
0.1% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jul 25, 2024 Q2 2024 |
8,194
shares
|
$673,792
0.64% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
Cooper/Haims Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
8,193
shares
|
$673,710
0.36% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,191
shares
|
$673,545
0.05% of portfolio
|
Q4 2022
Reduced 1.16%
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 17, 2024 Q2 2024 |
8,030
shares
|
$660,306
0.1% of portfolio
|
Q1 2024
Reduced 22.78%
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Aug 13, 2024 Q2 2024 |
8,014
shares
|
$658,991
0.16% of portfolio
|
Q1 2024
New holding
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
7,985
shares
|
$656,606
0.0% of portfolio
|
Q2 2024
Added 3.03%
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Jul 15, 2024 Q2 2024 |
7,981
shares
|
$656,277
0.71% of portfolio
|
Q2 2024
Added 3.58%
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
7,924
shares
|
$651,590
0.22% of portfolio
|
Q2 2024
Added 7.68%
|