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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
7,153
shares
|
$208,867
0.0% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
7,146
shares
|
$208,663
0.04% of portfolio
|
Q2 2024
Reduced 6.01%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
7,092
shares
|
$207,086
0.04% of portfolio
|
Q3 2024
Reduced 31.93%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
7,061
shares
|
$206,181
0.05% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,048
shares
|
$205,801
0.25% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 08, 2024 Q2 2024 |
7,042
shares
|
$205,626
0.08% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
7,021
shares
|
$205,013
0.02% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
6,995
shares
|
$204,254
0.19% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
6,987
shares
|
$204,020
0.01% of portfolio
|
Q2 2024
Added 17.49%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
6,960
shares
|
$203,232
0.16% of portfolio
|
Q3 2024
Added 105.37%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,960
shares
|
$203,232
0.04% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
6,959
shares
|
$203,202
0.25% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Hendershot Investments Inc.
|
Aug 05, 2024 Q2 2024 |
6,888
shares
|
$201,129
0.08% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,829
shares
|
$199,406
0.3% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
6,780
shares
|
$197,976
0.36% of portfolio
|
Q4 2023
Reduced 1.45%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
6,778
shares
|
$197,917
0.17% of portfolio
|
Q4 2022
Added 0.52%
|
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
6,678
shares
|
$194,997
0.02% of portfolio
|
Q2 2024
Reduced 6.9%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
6,603
shares
|
$192,807
0.13% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,558
shares
|
$191,493
0.04% of portfolio
|
Q3 2023
Reduced 5.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,412
shares
|
$187,230
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,391
shares
|
$186,617
0.16% of portfolio
|
Q2 2022
Reduced 6.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,370
shares
|
$186,004
0.02% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,347
shares
|
$185,332
0.15% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 13, 2024 Q2 2024 |
6,290
shares
|
$183,668
0.31% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
6,287
shares
|
$183,580
0.11% of portfolio
|
Q3 2024
Reduced 0.91%
|