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 |
---|---|---|---|---|---|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
178,279
shares
|
$14.4 Million
0.15% of portfolio
|
Q2 2024
Added 6.1%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
178,121
shares
|
$14.4 Million
2.11% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
176,779
shares
|
$14.3 Million
0.51% of portfolio
|
Q2 2024
Reduced 18.69%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
176,623
shares
|
$14.3 Million
0.14% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
Essex LLC
|
Jul 22, 2024 Q2 2024 |
175,692
shares
|
$14.2 Million
3.12% of portfolio
|
Q2 2024
Added 3.35%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
173,437
shares
|
$14 Million
0.6% of portfolio
|
Q4 2022
Reduced 50.76%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
170,868
shares
|
$13.8 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 26, 2024 Q2 2024 |
167,428
shares
|
$13.5 Million
10.03% of portfolio
|
Q2 2024
Added 0.46%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
166,248
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.82%
|
|
Triangle Securities Wealth Management
|
Jul 10, 2024 Q2 2024 |
165,733
shares
|
$13.4 Million
3.7% of portfolio
|
Q2 2024
Added 1.62%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
165,129
shares
|
$13.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
Harbor Group, Inc.
|
Jul 12, 2024 Q2 2024 |
164,870
shares
|
$13.3 Million
3.29% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Pittenger & Anderson Inc
|
Aug 09, 2024 Q2 2024 |
164,394
shares
|
$13.3 Million
0.54% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
162,527
shares
|
$13.1 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
159,411
shares
|
$12.9 Million
0.25% of portfolio
|
Q2 2024
Added 12.1%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
158,563
shares
|
$12.8 Million
0.85% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
156,843
shares
|
$12.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.46%
|
|
Omega Financial Group, LLC
|
Jul 12, 2024 Q2 2024 |
156,409
shares
|
$12.6 Million
4.93% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
First National Corp
|
Jul 12, 2024 Q2 2024 |
152,666
shares
|
$12.3 Million
2.83% of portfolio
|
Q2 2024
Reduced 9.69%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
152,335
shares
|
$12.3 Million
1.76% of portfolio
|
Q2 2024
Added 1.94%
|
|
Fifth Third Securities, Inc.
|
Jul 15, 2024 Q2 2024 |
149,855
shares
|
$12.1 Million
1.09% of portfolio
|
Q2 2024
Added 2.75%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 13, 2024 Q2 2024 |
148,690
shares
|
$12 Million
3.1% of portfolio
|
Q2 2024
Added 1.45%
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
146,867
shares
|
$11.9 Million
0.64% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2024 Q2 2024 |
143,076
shares
|
$11.5 Million
3.0% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Aug 02, 2024 Q2 2024 |
142,489
shares
|
$11.5 Million
2.75% of portfolio
|
Q2 2024
Added 8.54%
|