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 929 institutions that hold shares in the stock, with a total of 95.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
388
shares
|
$11,263
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
388
shares
|
$11,263
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
383
shares
|
$11,118
0.0% of portfolio
|
Q2 2024
Added 71.75%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
363
shares
|
$10,537
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
350
shares
|
$10,160
0.01% of portfolio
|
Q2 2020
Reduced 50.77%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
347
shares
|
$10,073
0.0% of portfolio
|
Q3 2022
Reduced 16.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
343
shares
|
$9,957
0.0% of portfolio
|
Q1 2024
Added 75.9%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
337
shares
|
$9,783
0.02% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
336
shares
|
$9,754
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
320
shares
|
$9,289
0.0% of portfolio
|
Q2 2024
Reduced 38.46%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
318
shares
|
$9,231
0.0% of portfolio
|
Q2 2022
Reduced 80.35%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
317
shares
|
$9,202
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
274
shares
|
$7,954
0.0% of portfolio
|
Q1 2023
Reduced 11.04%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
258
shares
|
$7,489
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
255
shares
|
$7,402
0.01% of portfolio
|
Q1 2024
Added 35.64%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
251
shares
|
$7,286
0.0% of portfolio
|
Q4 2023
Reduced 54.11%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
251
shares
|
$7,286
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
250
shares
|
$7,257
0.0% of portfolio
|
Q1 2024
Reduced 7.75%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
248
shares
|
$7,199
0.0% of portfolio
|
Q1 2024
Added 35.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
246
shares
|
$7,141
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
244
shares
|
$7,083
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
241
shares
|
$6,996
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
240
shares
|
$6,967
0.02% of portfolio
|
Q4 2023
Added 0.42%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
219
shares
|
$6,357
0.0% of portfolio
|
Q4 2023
Reduced 7.98%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
211
shares
|
$6,125
0.0% of portfolio
|
Q2 2024
Reduced 22.43%
|