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 |
|---|---|---|---|---|---|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Nov 14, 2024 Q3 2024 |
3,457
shares
|
$96,208
0.17% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,421
shares
|
$95,206
0.12% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,389
shares
|
$94,315
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
3,358
shares
|
$93,453
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
3,355
shares
|
$93,369
0.02% of portfolio
|
Q2 2024
Reduced 13.15%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,334
shares
|
$92,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,327
shares
|
$92,590
0.01% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
3,310
shares
|
$92,117
0.15% of portfolio
|
Q1 2024
Reduced 3.86%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,309
shares
|
$92,089
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
3,302
shares
|
$91,894
0.0% of portfolio
|
Q3 2024
Added 20.86%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,299
shares
|
$91,811
0.03% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,290
shares
|
$91,560
0.04% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
3,286
shares
|
$91,449
0.1% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
3,264
shares
|
$90,837
0.02% of portfolio
|
Q3 2024
Reduced 21.63%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
3,206
shares
|
$89,222
0.08% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,202
shares
|
$89,111
0.01% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
3,174
shares
|
$88,332
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
3,171
shares
|
$88,248
0.01% of portfolio
|
Q4 2023
Reduced 19.42%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,148
shares
|
$87,608
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,146
shares
|
$87,553
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
3,129
shares
|
$87,080
0.01% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
3,111
shares
|
$86,579
0.12% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
3,106
shares
|
$86,439
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
3,106
shares
|
$86,439
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,099
shares
|
$86,245
0.05% of portfolio
|
Q3 2024
Reduced 0.58%
|