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 |
---|---|---|---|---|---|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
6,030
shares
|
$495,846
0.0% of portfolio
|
Q2 2024
Reduced 13.01%
|
|
Leverty Financial Group, LLC
|
Jul 15, 2024 Q2 2024 |
6,016
shares
|
$494,695
0.32% of portfolio
|
Q2 2024
Added 13.96%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
6,004
shares
|
$493,708
0.0% of portfolio
|
Q2 2024
Added 55.3%
|
|
Pachira Investments Inc.
|
Jul 15, 2024 Q2 2024 |
5,938
shares
|
$488,281
0.41% of portfolio
|
Q1 2024
Added 0.32%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
5,916
shares
|
$486,472
0.14% of portfolio
|
Q2 2024
New holding
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
5,817
shares
|
$478,331
0.82% of portfolio
|
Q4 2023
Added 31.37%
|
|
West Coast Financial LLC
|
Jul 19, 2024 Q2 2024 |
5,800
shares
|
$476,934
0.05% of portfolio
|
Q1 2024
Added 52.63%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
5,799
shares
|
$476,851
0.16% of portfolio
|
Q2 2024
Added 26.92%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Aug 07, 2024 Q2 2024 |
5,791
shares
|
$476,193
0.21% of portfolio
|
Q4 2023
Added 98.88%
|
|
Asset Planning Services Inc
|
Jul 25, 2024 Q2 2024 |
5,777
shares
|
$475,042
0.24% of portfolio
|
Q2 2024
Reduced 3.35%
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 14, 2024 Q2 2024 |
5,777
shares
|
$475,042
1.03% of portfolio
|
Q1 2024
Added 0.28%
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jul 30, 2024 Q2 2024 |
5,757
shares
|
$473,398
0.17% of portfolio
|
Q2 2024
Added 0.03%
|
|
Mbe Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
5,737
shares
|
$471,753
0.28% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
Nova R Wealth, Inc.
|
Jul 18, 2024 Q2 2024 |
5,726
shares
|
$470,848
0.24% of portfolio
|
Q2 2024
Reduced 51.44%
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
5,700
shares
|
$468,711
0.06% of portfolio
|
Q2 2023
New holding
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
5,680
shares
|
$467,066
0.02% of portfolio
|
Q1 2024
Added 0.23%
|
|
Castle Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
5,676
shares
|
$466,737
0.26% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
5,619
shares
|
$462,050
0.02% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Aug 09, 2024 Q2 2024 |
5,610
shares
|
$461,310
0.39% of portfolio
|
Q2 2024
Reduced 24.83%
|
|
Mitchell Capital Management CO
|
Aug 08, 2024 Q2 2024 |
5,576
shares
|
$458,514
0.08% of portfolio
|
Q2 2024
Reduced 8.59%
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
5,554
shares
|
$456,705
0.73% of portfolio
|
Q4 2023
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
5,458
shares
|
$448,811
0.0% of portfolio
|
Q2 2024
Added 35.8%
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 19, 2024 Q2 2024 |
5,334
shares
|
$438,614
0.14% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
Portside Wealth Group, LLC
Provo, UT |
Jul 18, 2024 Q2 2024 |
5,269
shares
|
$433,269
0.08% of portfolio
|
Q2 2024
New holding
|
|
Mendel Capital Management LLC
|
Jul 26, 2024 Q2 2024 |
5,257
shares
|
$432,283
0.26% of portfolio
|
Q2 2024
Added 4.0%
|