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 |
|---|---|---|---|---|---|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
9,865
shares
|
$274,542
0.25% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
9,822
shares
|
$273,346
0.52% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
9,821
shares
|
$273,318
0.13% of portfolio
|
Q3 2024
Reduced 21.02%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
9,744
shares
|
$271,175
0.12% of portfolio
|
Q3 2023
Reduced 36.73%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
9,742
shares
|
$271,119
0.29% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
9,737
shares
|
$270,980
0.6% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
9,482
shares
|
$263,884
0.03% of portfolio
|
Q1 2022
Reduced 73.69%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,390
shares
|
$261,323
0.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
9,321
shares
|
$259,403
0.09% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
9,291
shares
|
$258,568
0.37% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
9,247
shares
|
$257,344
0.11% of portfolio
|
Q3 2023
Reduced 4.61%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,246
shares
|
$257,316
0.36% of portfolio
|
Q4 2022
Reduced 5.45%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
9,230
shares
|
$256,870
0.53% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
9,102
shares
|
$253,308
0.3% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
9,047
shares
|
$251,778
0.05% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
9,036
shares
|
$251,471
0.3% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
8,980
shares
|
$249,913
0.07% of portfolio
|
Q3 2022
Added 11.76%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
8,979
shares
|
$249,885
0.31% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
8,962
shares
|
$249,412
0.79% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,925
shares
|
$248,382
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
8,814
shares
|
$245,293
0.06% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
8,735
shares
|
$243,095
0.03% of portfolio
|
Q3 2024
Reduced 59.49%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
8,729
shares
|
$242,928
0.27% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
8,718
shares
|
$242,621
0.07% of portfolio
|
Q3 2024
Reduced 17.74%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
8,690
shares
|
$241,842
0.06% of portfolio
|
Q3 2024
Added 3.22%
|