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 932 institutions that hold shares in the stock, with a total of 95.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
8,300
shares
|
$242,360
0.14% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
8,257
shares
|
$241,104
0.25% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
8,239
shares
|
$240,578
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 15, 2024 Q2 2024 |
8,237
shares
|
$240,520
0.1% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
8,193
shares
|
$239,235
0.36% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,191
shares
|
$239,177
0.05% of portfolio
|
Q4 2022
Reduced 1.16%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
8,184
shares
|
$238,972
0.23% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,119
shares
|
$237,074
0.02% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
8,087
shares
|
$236,140
0.1% of portfolio
|
Q1 2024
Reduced 22.78%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
8,014
shares
|
$234,008
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
7,985
shares
|
$233,162
0.0% of portfolio
|
Q2 2024
Added 3.03%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
7,964
shares
|
$232,548
0.42% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
7,935
shares
|
$231,702
0.62% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
7,924
shares
|
$231,380
0.22% of portfolio
|
Q2 2024
Added 7.68%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
7,842
shares
|
$228,986
0.56% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,755
shares
|
$226,446
0.03% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
7,700
shares
|
$224,840
0.3% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
7,677
shares
|
$224,168
0.23% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
7,674
shares
|
$224,080
0.1% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
7,624
shares
|
$222,620
0.01% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
7,568
shares
|
$220,985
0.49% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 13, 2024 Q2 2024 |
7,534
shares
|
$219,992
0.27% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
7,438
shares
|
$217,189
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
7,380
shares
|
$215,496
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
7,342
shares
|
$214,386
0.41% of portfolio
|
Q3 2024
Reduced 2.64%
|