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 925 institutions that hold shares in the stock, with a total of 96.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
113,950
shares
|
$3.15 Million
1.89% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
113,847
shares
|
$3.14 Million
5.23% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
113,232
shares
|
$3.13 Million
3.34% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Lee Financial CO
Dallas, TX |
Aug 14, 2024 Q2 2024 |
111,522
shares
|
$3.08 Million
1.42% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
110,647
shares
|
$3.05 Million
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
110,593
shares
|
$3.05 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
110,055
shares
|
$3.04 Million
0.38% of portfolio
|
Q2 2024
Added 5.07%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
108,047
shares
|
$2.98 Million
4.85% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
106,972
shares
|
$2.95 Million
1.04% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
106,950
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 13, 2024 Q2 2024 |
106,267
shares
|
$2.93 Million
5.79% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Schaeffer Financial LLC
|
Oct 30, 2024 Q3 2024 |
105,930
shares
|
$2.92 Million
8.95% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
105,217
shares
|
$2.91 Million
1.14% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
104,081
shares
|
$2.87 Million
1.08% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 13, 2024 Q2 2024 |
104,038
shares
|
$2.87 Million
3.26% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
102,600
shares
|
$2.83 Million
1.21% of portfolio
|
Q3 2024
Reduced 73.81%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
102,398
shares
|
$2.83 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
101,869
shares
|
$2.81 Million
2.86% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
101,842
shares
|
$2.81 Million
4.22% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
101,009
shares
|
$2.79 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
100,713
shares
|
$2.78 Million
2.23% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
99,965
shares
|
$2.76 Million
5.08% of portfolio
|
Q2 2024
Added 3.03%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Aug 09, 2024 Q2 2024 |
99,546
shares
|
$2.75 Million
4.84% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
98,646
shares
|
$2.72 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
96,528
shares
|
$2.67 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.88%
|