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 |
|---|---|---|---|---|---|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
5,817
shares
|
$161,887
0.82% of portfolio
|
Q4 2023
Added 31.37%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
5,800
shares
|
$161,414
0.16% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
5,800
shares
|
$161,414
0.05% of portfolio
|
Q1 2024
Added 52.63%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
5,710
shares
|
$158,909
0.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
5,700
shares
|
$158,631
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,700
shares
|
$158,631
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
5,664
shares
|
$157,629
0.14% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
5,657
shares
|
$157,434
0.15% of portfolio
|
Q3 2024
Reduced 35.8%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
5,620
shares
|
$156,404
0.25% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
5,603
shares
|
$155,931
0.37% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,555
shares
|
$154,595
0.19% of portfolio
|
Q3 2024
Reduced 29.69%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
5,554
shares
|
$154,567
0.68% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,546
shares
|
$154,345
0.05% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
5,370
shares
|
$149,447
0.23% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,343
shares
|
$148,695
0.0% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
5,341
shares
|
$148,640
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
5,296
shares
|
$147,387
0.08% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
5,294
shares
|
$147,332
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Williams Financial, LLC
Bennington, VT |
Oct 22, 2024 Q3 2024 |
5,239
shares
|
$145,801
0.27% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
5,229
shares
|
$145,523
0.07% of portfolio
|
Q3 2024
Reduced 22.84%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
5,157
shares
|
$143,519
0.24% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
5,152
shares
|
$143,380
0.08% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
5,136
shares
|
$142,934
0.24% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,095
shares
|
$141,793
0.01% of portfolio
|
Q3 2024
Added 24.27%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
5,087
shares
|
$141,571
0.0% of portfolio
|
Q1 2024
Reduced 3.78%
|