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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
5,000
shares
|
$139,150
0.03% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$139,150
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,999
shares
|
$139,122
0.03% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
4,967
shares
|
$138,231
0.49% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
4,948
shares
|
$137,702
0.13% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
4,946
shares
|
$137,647
0.29% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,900
shares
|
$136,367
0.1% of portfolio
|
Q4 2023
Added 276.92%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
4,879
shares
|
$135,782
0.11% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,860
shares
|
$135,253
0.0% of portfolio
|
Q2 2023
Added 6.03%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
4,857
shares
|
$135,170
0.88% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
4,851
shares
|
$135,003
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
4,830
shares
|
$134,418
0.36% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,826
shares
|
$134,307
0.24% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,765
shares
|
$132,609
0.03% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
4,728
shares
|
$131,580
0.11% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
4,588
shares
|
$127,684
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,571
shares
|
$127,210
0.15% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
4,519
shares
|
$125,763
0.59% of portfolio
|
Q3 2022
Reduced 8.91%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
4,516
shares
|
$125,680
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
4,514
shares
|
$125,624
0.03% of portfolio
|
Q3 2024
Added 150366.67%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
4,477
shares
|
$124,594
0.31% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,440
shares
|
$123,565
0.06% of portfolio
|
Q1 2023
Reduced 4.06%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
4,418
shares
|
$122,952
0.0% of portfolio
|
Q3 2024
Reduced 54.51%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
4,378
shares
|
$121,839
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
4,359
shares
|
$121,310
0.08% of portfolio
|
Q1 2023
Reduced 18.65%
|