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 |
---|---|---|---|---|---|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
522
shares
|
$42,924
0.01% of portfolio
|
Q4 2022
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
521
shares
|
$42,841
0.0% of portfolio
|
Q1 2024
Added 0.39%
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
441
shares
|
$36,263
0.0% of portfolio
|
Q2 2024
Reduced 94.71%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
432
shares
|
$35,523
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
429
shares
|
$35,276
0.01% of portfolio
|
Q1 2024
Reduced 54.26%
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 08, 2024 Q2 2024 |
426
shares
|
$35,029
0.03% of portfolio
|
Q2 2024
Reduced 16.47%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
416
shares
|
$34,207
0.0% of portfolio
|
Q2 2024
Reduced 57.64%
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
388
shares
|
$31,905
0.0% of portfolio
|
Q3 2022
New holding
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
388
shares
|
$31,905
0.0% of portfolio
|
Q2 2024
New holding
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
383
shares
|
$31,494
0.0% of portfolio
|
Q2 2024
Added 71.75%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Aug 05, 2024 Q2 2024 |
350
shares
|
$28,780
0.01% of portfolio
|
Q2 2020
Reduced 50.77%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
347
shares
|
$28,533
0.0% of portfolio
|
Q3 2022
Reduced 16.39%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
343
shares
|
$28,204
0.0% of portfolio
|
Q1 2024
Added 75.9%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
336
shares
|
$27,629
0.02% of portfolio
|
Q2 2024
Reduced 56.02%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
336
shares
|
$27,629
0.03% of portfolio
|
Q3 2021
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
320
shares
|
$26,313
0.0% of portfolio
|
Q2 2024
Reduced 38.46%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
318
shares
|
$26,149
0.0% of portfolio
|
Q2 2022
Reduced 80.35%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
317
shares
|
$26,066
0.0% of portfolio
|
Q2 2024
New holding
|
|
Trust CO Of Vermont
|
Jul 09, 2024 Q2 2024 |
305
shares
|
$25,080
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
274
shares
|
$22,531
0.0% of portfolio
|
Q1 2023
Reduced 11.04%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
256
shares
|
$21,050
0.0% of portfolio
|
Q2 2024
New holding
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
255
shares
|
$20,968
0.01% of portfolio
|
Q1 2024
Added 35.64%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
251
shares
|
$20,639
0.0% of portfolio
|
Q4 2023
Reduced 54.11%
|
|
Washington Trust CO
|
Jul 15, 2024 Q2 2024 |
250
shares
|
$20,557
0.0% of portfolio
|
Q1 2024
Reduced 7.75%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
250
shares
|
$20,557
0.0% of portfolio
|
Q2 2024
New holding
|