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 |
|---|---|---|---|---|---|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
1,275
shares
|
$35,483
0.09% of portfolio
|
Q4 2023
Reduced 30.89%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,082
shares
|
$30,112
0.03% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,033
shares
|
$28,748
0.02% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
1,020
shares
|
$28,386
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,014
shares
|
$28,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
980
shares
|
$27,273
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
963
shares
|
$26,800
0.01% of portfolio
|
Q4 2023
Added 4.79%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
960
shares
|
$26,716
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
945
shares
|
$26,299
0.02% of portfolio
|
Q4 2022
Added 0.43%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
931
shares
|
$25,909
0.08% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
920
shares
|
$25,603
0.03% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
897
shares
|
$24,963
0.02% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
894
shares
|
$24,880
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
851
shares
|
$23,683
0.0% of portfolio
|
Q3 2024
Added 23.87%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
850
shares
|
$23,655
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
820
shares
|
$22,820
0.03% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
800
shares
|
$22,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
800
shares
|
$22,264
0.01% of portfolio
|
Q1 2023
Reduced 16.23%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
786
shares
|
$21,874
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
774
shares
|
$21,540
0.0% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
766
shares
|
$21,317
0.01% of portfolio
|
Q3 2024
Reduced 34.97%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
735
shares
|
$20,455
0.02% of portfolio
|
Q3 2024
Added 28.05%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
708
shares
|
$19,703
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
703
shares
|
$19,564
0.01% of portfolio
|
Q1 2024
Reduced 36.55%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
640
shares
|
$17,811
0.03% of portfolio
|
Q2 2024
Added 8.29%
|