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 $7.65 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
7
shares
|
$564
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
3
shares
|
$242
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
3
shares
|
$242
0.0% of portfolio
|
Q1 2024
Reduced 93.02%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
3
shares
|
$242
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
2
shares
|
$161
0.0% of portfolio
|
Q2 2024
New holding
|
|
Syntrinsic LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|