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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
638
shares
|
$17,755
0.03% of portfolio
|
Q2 2022
Added 0.31%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
623
shares
|
$17,338
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
608
shares
|
$16,920
0.0% of portfolio
|
Q3 2024
Added 1742.42%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
606
shares
|
$16,864
0.01% of portfolio
|
Q2 2024
Reduced 18.11%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
555
shares
|
$15,445
0.01% of portfolio
|
Q2 2024
Reduced 6.09%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
555
shares
|
$15,445
0.02% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
550
shares
|
$15,306
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
524
shares
|
$14,582
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
492
shares
|
$13,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
467
shares
|
$12,996
0.01% of portfolio
|
Q3 2024
Added 121.33%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
465
shares
|
$12,940
0.01% of portfolio
|
Q3 2024
Reduced 81.95%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
441
shares
|
$12,273
0.0% of portfolio
|
Q2 2024
Reduced 94.71%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
432
shares
|
$12,022
0.0% of portfolio
|
Q2 2024
Added 500.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
429
shares
|
$11,939
0.01% of portfolio
|
Q1 2024
Reduced 54.26%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
427
shares
|
$11,883
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
415
shares
|
$11,549
0.0% of portfolio
|
Q3 2024
Reduced 41.63%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
413
shares
|
$11,493
0.01% of portfolio
|
Q3 2024
Added 1965.0%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
388
shares
|
$10,798
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
383
shares
|
$10,658
0.0% of portfolio
|
Q2 2024
Added 71.75%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
363
shares
|
$10,102
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
350
shares
|
$9,740
0.01% of portfolio
|
Q2 2020
Reduced 50.77%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
347
shares
|
$9,657
0.0% of portfolio
|
Q3 2022
Reduced 16.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
343
shares
|
$9,545
0.0% of portfolio
|
Q1 2024
Added 75.9%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
337
shares
|
$9,378
0.02% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
336
shares
|
$9,350
0.03% of portfolio
|
Q3 2021
New holding
|