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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,882
shares
|
$108,036
0.03% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,875
shares
|
$107,841
0.0% of portfolio
|
Q3 2024
Added 39.94%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,873
shares
|
$107,785
0.11% of portfolio
|
Q3 2022
Reduced 5.81%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
3,848
shares
|
$107,089
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
3,826
shares
|
$106,477
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
3,821
shares
|
$106,338
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3,820
shares
|
$106,310
0.04% of portfolio
|
Q1 2024
Added 11.7%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,802
shares
|
$105,809
0.05% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
3,785
shares
|
$105,336
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
3,754
shares
|
$104,473
0.19% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
3,734
shares
|
$103,917
0.19% of portfolio
|
Q3 2024
Reduced 20.06%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
3,728
shares
|
$103,750
0.05% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,710
shares
|
$103,249
0.04% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
3,685
shares
|
$102,553
0.02% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,672
shares
|
$102,191
0.29% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
3,631
shares
|
$101,050
0.07% of portfolio
|
Q3 2024
Reduced 20.62%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,627
shares
|
$100,939
0.03% of portfolio
|
Q1 2024
Reduced 6.52%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
3,615
shares
|
$100,605
0.09% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,582
shares
|
$99,687
0.02% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,579
shares
|
$99,603
0.0% of portfolio
|
Q3 2024
Reduced 49.97%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,572
shares
|
$99,408
0.0% of portfolio
|
Q4 2022
Added 1.74%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
3,564
shares
|
$99,186
0.22% of portfolio
|
Q3 2024
Added 18.52%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
3,519
shares
|
$97,933
0.06% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
3,502
shares
|
$97,460
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
3,483
shares
|
$96,931
0.21% of portfolio
|
Q3 2024
Added 0.72%
|