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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
2,214
shares
|
$61,615
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,183
shares
|
$60,752
0.02% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
2,076
shares
|
$57,775
0.16% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
2,061
shares
|
$57,357
0.0% of portfolio
|
Q3 2024
Added 119.72%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,008
shares
|
$55,882
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,983
shares
|
$55,186
0.03% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
1,905
shares
|
$53,016
0.01% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,859
shares
|
$51,735
0.01% of portfolio
|
Q3 2024
Reduced 55.3%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,809
shares
|
$50,344
0.03% of portfolio
|
Q2 2023
Reduced 6.8%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,768
shares
|
$49,203
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,735
shares
|
$48,285
0.04% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,723
shares
|
$47,951
0.06% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,718
shares
|
$47,811
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
1,705
shares
|
$47,450
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,668
shares
|
$46,420
0.01% of portfolio
|
Q3 2024
Added 446.89%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
1,615
shares
|
$44,945
0.11% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,613
shares
|
$44,889
0.03% of portfolio
|
Q1 2024
Added 4.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,563
shares
|
$43,498
0.0% of portfolio
|
Q1 2024
Added 14.59%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,434
shares
|
$39,908
0.01% of portfolio
|
Q3 2024
Reduced 74.48%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
1,397
shares
|
$38,878
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,394
shares
|
$38,795
0.01% of portfolio
|
Q2 2024
Added 155.78%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,383
shares
|
$38,488
0.0% of portfolio
|
Q3 2024
Added 26.42%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,320
shares
|
$36,735
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,305
shares
|
$36,318
0.0% of portfolio
|
Q3 2024
Reduced 55.81%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,302
shares
|
$36,234
0.02% of portfolio
|
Q3 2024
Added 0.08%
|