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 $7.75 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
3,602
shares
|
$296,192
0.11% of portfolio
|
Q2 2024
Reduced 57.1%
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 18, 2024 Q2 2024 |
3,578
shares
|
$294,218
0.07% of portfolio
|
Q2 2023
New holding
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,572
shares
|
$293,725
0.0% of portfolio
|
Q4 2022
Added 1.74%
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
3,529
shares
|
$290,189
0.06% of portfolio
|
Q2 2024
Reduced 60.33%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,482
shares
|
$286,324
0.01% of portfolio
|
Q1 2024
New holding
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 12, 2024 Q2 2024 |
3,458
shares
|
$284,351
0.21% of portfolio
|
Q1 2024
Added 0.32%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
3,443
shares
|
$283,117
0.01% of portfolio
|
Q1 2024
Reduced 33.4%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
3,436
shares
|
$282,542
0.01% of portfolio
|
Q1 2024
Added 0.15%
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 17, 2024 Q2 2024 |
3,434
shares
|
$282,377
0.17% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
3,423
shares
|
$281,473
0.04% of portfolio
|
Q1 2024
Added 12.3%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
3,413
shares
|
$280,650
0.02% of portfolio
|
Q1 2024
Added 9.32%
|
|
Optimum Investment Advisors
|
Jul 12, 2024 Q2 2024 |
3,403
shares
|
$279,828
0.12% of portfolio
|
Q2 2024
Added 1.31%
|
|
Financial Consulate, Inc
|
Jul 19, 2024 Q2 2024 |
3,389
shares
|
$278,677
0.08% of portfolio
|
Q1 2024
Reduced 97.97%
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,389
shares
|
$278,677
0.01% of portfolio
|
Q2 2024
New holding
|
|
American Financial Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
3,357
shares
|
$276,046
0.04% of portfolio
|
Q2 2024
Added 7.46%
|
|
Appleton Partners Inc
|
Jul 02, 2024 Q2 2024 |
3,355
shares
|
$275,881
0.02% of portfolio
|
Q2 2024
Reduced 13.15%
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
3,310
shares
|
$272,181
0.16% of portfolio
|
Q1 2024
Reduced 3.86%
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
3,286
shares
|
$270,207
0.1% of portfolio
|
Q4 2023
Added 0.34%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
3,207
shares
|
$263,711
0.0% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
3,206
shares
|
$263,629
0.08% of portfolio
|
Q2 2024
Added 3.15%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
3,202
shares
|
$263,300
0.01% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
3,183
shares
|
$261,738
0.01% of portfolio
|
Q2 2024
Reduced 17.45%
|
|
Old National Bancorp
|
Jul 11, 2024 Q2 2024 |
3,171
shares
|
$260,751
0.01% of portfolio
|
Q4 2023
Reduced 19.42%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
3,143
shares
|
$258,448
0.01% of portfolio
|
Q2 2024
Reduced 58.58%
|
|
Arlington Financial Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
3,130
shares
|
$257,379
0.07% of portfolio
|
Q2 2024
Reduced 11.58%
|