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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,860
shares
|
$141,912
0.0% of portfolio
|
Q2 2023
Added 6.03%
|
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
4,847
shares
|
$141,532
0.02% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
4,830
shares
|
$141,036
0.36% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,765
shares
|
$139,138
0.03% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
4,728
shares
|
$138,057
0.11% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
4,653
shares
|
$135,867
0.22% of portfolio
|
Q2 2024
Reduced 38.01%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
4,588
shares
|
$133,969
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Aug 14, 2024 Q2 2024 |
4,574
shares
|
$133,560
0.08% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,571
shares
|
$133,473
0.15% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
4,519
shares
|
$131,954
0.59% of portfolio
|
Q3 2022
Reduced 8.91%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
4,516
shares
|
$131,867
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
4,514
shares
|
$131,808
0.03% of portfolio
|
Q3 2024
Added 150366.67%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
4,510
shares
|
$131,692
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
4,477
shares
|
$130,728
0.31% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 24, 2024 Q2 2024 |
4,448
shares
|
$129,881
0.15% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,440
shares
|
$129,648
0.06% of portfolio
|
Q1 2023
Reduced 4.06%
|
|
|
Patton Albertson Miller Group, LLC
|
Aug 02, 2024 Q2 2024 |
4,430
shares
|
$129,356
0.05% of portfolio
|
Q1 2024
Reduced 6.16%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 13, 2024 Q2 2024 |
4,387
shares
|
$128,100
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
4,378
shares
|
$127,837
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
4,359
shares
|
$127,282
0.08% of portfolio
|
Q1 2023
Reduced 18.65%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
4,269
shares
|
$124,654
0.25% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
4,255
shares
|
$124,246
0.01% of portfolio
|
Q3 2024
Added 23.84%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
4,248
shares
|
$124,041
0.08% of portfolio
|
Q2 2024
Added 1113.71%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,245
shares
|
$123,954
0.08% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,214
shares
|
$123,048
0.03% of portfolio
|
Q4 2023
Added 1.94%
|