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 925 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
256,903
shares
|
$7.09 Million
0.0% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
252,105
shares
|
$6.96 Million
1.79% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
250,364
shares
|
$6.91 Million
0.8% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
246,673
shares
|
$6.81 Million
1.84% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 15, 2024 Q2 2024 |
243,563
shares
|
$6.72 Million
8.12% of portfolio
|
Q2 2024
Added 4.09%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
239,580
shares
|
$6.61 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
236,900
shares
|
$6.54 Million
0.07% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
233,256
shares
|
$6.44 Million
7.77% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
229,962
shares
|
$6.35 Million
0.56% of portfolio
|
Q2 2024
Added 1245.91%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
226,095
shares
|
$6.24 Million
1.41% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
213,260
shares
|
$5.89 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 09, 2024 Q2 2024 |
211,278
shares
|
$5.83 Million
5.34% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
208,561
shares
|
$5.76 Million
1.53% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
207,275
shares
|
$5.72 Million
1.62% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2024 Q2 2024 |
200,237
shares
|
$5.53 Million
0.78% of portfolio
|
Q2 2024
Added 5.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
199,528
shares
|
$5.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
199,150
shares
|
$5.5 Million
1.33% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
198,907
shares
|
$5.49 Million
6.33% of portfolio
|
Q2 2024
Reduced 5.46%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
196,912
shares
|
$5.44 Million
0.41% of portfolio
|
Q4 2023
Added 5.09%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
193,704
shares
|
$5.35 Million
3.34% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
190,794
shares
|
$5.27 Million
0.48% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Aug 13, 2024 Q2 2024 |
190,137
shares
|
$5.25 Million
2.26% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
189,695
shares
|
$5.24 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
187,813
shares
|
$5.19 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
187,206
shares
|
$5.17 Million
0.03% of portfolio
|
Q2 2024
Reduced 19.09%
|