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 |
|---|---|---|---|---|---|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,084
shares
|
$85,827
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,042
shares
|
$84,658
0.01% of portfolio
|
Q3 2024
Reduced 23.14%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
3,000
shares
|
$83,490
0.06% of portfolio
|
Q2 2023
Reduced 0.99%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$83,490
0.06% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,959
shares
|
$82,348
0.06% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
2,959
shares
|
$82,348
0.06% of portfolio
|
Q3 2024
Reduced 17.3%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,933
shares
|
$81,625
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,902
shares
|
$80,762
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
2,898
shares
|
$80,651
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
2,890
shares
|
$80,428
0.1% of portfolio
|
Q2 2024
Added 4.71%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
2,858
shares
|
$79,538
0.12% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
2,800
shares
|
$77,924
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
2,789
shares
|
$77,617
0.04% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,749
shares
|
$76,504
0.05% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
2,725
shares
|
$75,836
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
2,718
shares
|
$75,641
0.04% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,708
shares
|
$75,363
0.01% of portfolio
|
Q3 2024
Reduced 22.23%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
2,697
shares
|
$75,057
0.09% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
2,691
shares
|
$74,890
0.16% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,680
shares
|
$74,584
0.22% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,657
shares
|
$73,944
0.0% of portfolio
|
Q3 2024
Reduced 13.68%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
2,657
shares
|
$73,944
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
2,647
shares
|
$73,666
0.02% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
2,632
shares
|
$73,248
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
2,631
shares
|
$73,220
0.01% of portfolio
|
Q3 2024
New holding
|