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 |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
2,625
shares
|
$73,053
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
2,625
shares
|
$73,053
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
2,624
shares
|
$73,025
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,607
shares
|
$72,552
0.02% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
2,606
shares
|
$72,524
0.05% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
2,602
shares
|
$72,413
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
2,595
shares
|
$72,218
0.11% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
2,588
shares
|
$72,024
0.07% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
2,574
shares
|
$71,634
0.0% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,570
shares
|
$71,523
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
2,569
shares
|
$71,495
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
2,560
shares
|
$71,244
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,543
shares
|
$70,771
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
2,536
shares
|
$70,576
0.0% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
2,522
shares
|
$70,187
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,503
shares
|
$69,658
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
2,490
shares
|
$69,296
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
2,489
shares
|
$69,268
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
2,487
shares
|
$69,213
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,485
shares
|
$69,157
0.0% of portfolio
|
Q3 2024
Reduced 80.69%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Oct 21, 2024 Q3 2024 |
2,466
shares
|
$68,628
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
2,461
shares
|
$68,489
0.06% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,445
shares
|
$68,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
2,433
shares
|
$67,710
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
2,419
shares
|
$67,320
0.13% of portfolio
|
Q3 2024
New holding
|