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 1,011 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $7.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
933
shares
|
$24,668
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
920
shares
|
$24,324
0.03% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
850
shares
|
$22,474
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
786
shares
|
$20,781
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
775
shares
|
$20,491
0.0% of portfolio
|
Q4 2024
Added 200.39%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
750
shares
|
$19,830
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
748
shares
|
$19,777
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
744
shares
|
$19,671
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
723
shares
|
$19,116
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
657
shares
|
$17,371
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
651
shares
|
$17,212
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
651
shares
|
$17,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
638
shares
|
$16,868
0.03% of portfolio
|
Q2 2022
Added 0.31%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
634
shares
|
$16,762
0.01% of portfolio
|
Q4 2024
Added 200.47%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
591
shares
|
$15,626
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
571
shares
|
$15,097
0.0% of portfolio
|
Q4 2024
Added 81.85%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
555
shares
|
$14,674
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
528
shares
|
$13,960
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
505
shares
|
$13,352
0.0% of portfolio
|
Q4 2024
Added 200.6%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
501
shares
|
$13,246
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
491
shares
|
$12,982
0.01% of portfolio
|
Q4 2024
Reduced 98.86%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
480
shares
|
$12,691
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
470
shares
|
$12,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
465
shares
|
$12,294
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
453
shares
|
$11,977
0.0% of portfolio
|
Q4 2024
New holding
|