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 |
|---|---|---|---|---|---|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
7,677
shares
|
$213,650
0.23% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,676
shares
|
$213,623
0.36% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
7,674
shares
|
$213,567
0.1% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
7,568
shares
|
$210,617
0.49% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
7,534
shares
|
$209,671
0.27% of portfolio
|
Q1 2024
Reduced 2.37%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,505
shares
|
$208,864
0.05% of portfolio
|
Q3 2024
Reduced 94.08%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
7,380
shares
|
$205,385
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
7,342
shares
|
$204,327
0.41% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
7,335
shares
|
$204,133
0.11% of portfolio
|
Q3 2024
Added 510.74%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
7,092
shares
|
$197,370
0.04% of portfolio
|
Q3 2024
Reduced 31.93%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
7,061
shares
|
$196,507
0.05% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
7,056
shares
|
$196,368
0.09% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,048
shares
|
$196,145
0.25% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
7,041
shares
|
$195,951
0.02% of portfolio
|
Q3 2024
Reduced 27.73%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
7,021
shares
|
$195,394
0.02% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
7,013
shares
|
$195,171
0.08% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Financial Consulate, Inc
|
Oct 21, 2024 Q3 2024 |
6,960
shares
|
$193,696
0.16% of portfolio
|
Q3 2024
Added 105.37%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,960
shares
|
$193,696
0.04% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
6,959
shares
|
$193,668
0.25% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,829
shares
|
$190,051
0.3% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
6,780
shares
|
$188,687
0.36% of portfolio
|
Q4 2023
Reduced 1.45%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
6,778
shares
|
$188,631
0.17% of portfolio
|
Q4 2022
Added 0.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,723
shares
|
$187,101
0.01% of portfolio
|
Q3 2024
Reduced 22.95%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
6,603
shares
|
$183,761
0.13% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
6,584
shares
|
$183,232
0.03% of portfolio
|
Q3 2024
New holding
|