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 |
---|---|---|---|---|---|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
2,749
shares
|
$226,050
0.05% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
2,732
shares
|
$224,652
0.0% of portfolio
|
Q2 2024
Reduced 8.78%
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
2,725
shares
|
$224,076
0.09% of portfolio
|
Q4 2023
New holding
|
|
Horst & Graben Wealth Management LLC
|
Jul 23, 2024 Q2 2024 |
2,719
shares
|
$223,583
0.04% of portfolio
|
Q2 2024
New holding
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2024 Q2 2024 |
2,717
shares
|
$223,418
0.22% of portfolio
|
Q2 2024
Added 1.15%
|
|
Next Capital Management LLC
|
Aug 20, 2024 Q2 2024 |
2,695
shares
|
$221,609
0.09% of portfolio
|
Q1 2024
Added 0.04%
|
|
Better Money Decisions, LLC
|
Jul 24, 2024 Q2 2024 |
2,676
shares
|
$220,047
0.16% of portfolio
|
Q2 2024
Added 0.11%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
2,667
shares
|
$219,307
0.02% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
2,657
shares
|
$218,485
0.11% of portfolio
|
Q4 2023
New holding
|
|
Robbins Farley LLC
Manchester, NH |
Jul 16, 2024 Q2 2024 |
2,652
shares
|
$218,073
0.11% of portfolio
|
Q2 2024
Added 3.07%
|
|
Family Management Corp
New York, NY |
Aug 14, 2024 Q2 2024 |
2,632
shares
|
$216,429
0.04% of portfolio
|
Q4 2020
New holding
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
2,626
shares
|
$215,935
0.0% of portfolio
|
Q1 2024
New holding
|
|
One Day In July LLC
|
Aug 12, 2024 Q2 2024 |
2,625
shares
|
$215,853
0.03% of portfolio
|
Q1 2024
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
2,623
shares
|
$215,689
0.06% of portfolio
|
Q2 2024
Added 11.71%
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
2,608
shares
|
$214,455
0.03% of portfolio
|
Q2 2024
Reduced 45.13%
|
|
Financial Management Network Inc
|
Jul 22, 2024 Q2 2024 |
2,597
shares
|
$213,551
0.05% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
Carnegie Capital Asset Management, LLC
|
Jul 19, 2024 Q2 2024 |
2,579
shares
|
$212,071
0.01% of portfolio
|
Q2 2024
Added 2.5%
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
2,576
shares
|
$211,824
0.04% of portfolio
|
Q2 2024
Added 220.8%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
2,574
shares
|
$211,660
0.0% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 09, 2024 Q2 2024 |
2,451
shares
|
$201,545
0.07% of portfolio
|
Q2 2024
Added 0.33%
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
2,214
shares
|
$182,057
0.01% of portfolio
|
Q4 2022
New holding
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
2,008
shares
|
$165,117
0.0% of portfolio
|
Q2 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
1,969
shares
|
$161,910
0.03% of portfolio
|
Q1 2024
Reduced 19.53%
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 29, 2024 Q2 2024 |
1,965
shares
|
$161,581
0.16% of portfolio
|
Q2 2024
Added 6.91%
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
1,905
shares
|
$156,648
0.01% of portfolio
|
Q1 2024
Added 0.05%
|