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 |
---|---|---|---|---|---|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 18, 2024 Q2 2024 |
77,051
shares
|
$6.22 Million
4.3% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
76,819
shares
|
$6.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.56%
|
|
Northern Capital Management, Inc.
|
Aug 12, 2024 Q2 2024 |
76,707
shares
|
$6.19 Million
3.99% of portfolio
|
Q2 2024
Reduced 10.03%
|
|
Colorado Capital Management, Inc.
|
Jul 25, 2024 Q2 2024 |
74,784
shares
|
$6.03 Million
3.25% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 17, 2024 Q2 2024 |
74,370
shares
|
$6 Million
1.14% of portfolio
|
Q2 2024
Added 61.51%
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 23, 2024 Q2 2024 |
72,913
shares
|
$5.88 Million
0.76% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
Capital Advantage, Inc.
|
Jul 11, 2024 Q2 2024 |
71,625
shares
|
$5.78 Million
1.15% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
71,495
shares
|
$5.77 Million
0.02% of portfolio
|
Q2 2024
Added 2.95%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
70,875
shares
|
$5.72 Million
0.16% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
70,587
shares
|
$5.7 Million
2.47% of portfolio
|
Q2 2024
Added 0.3%
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
70,554
shares
|
$5.69 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 12, 2024 Q2 2024 |
70,429
shares
|
$5.68 Million
1.37% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 10, 2024 Q2 2024 |
69,951
shares
|
$5.64 Million
2.25% of portfolio
|
Q2 2024
Added 0.42%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
69,759
shares
|
$5.63 Million
0.04% of portfolio
|
Q2 2024
Added 2.97%
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
69,605
shares
|
$5.62 Million
2.04% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
68,766
shares
|
$5.55 Million
2.51% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Ewg Elevate Inc.
|
Jul 15, 2024 Q2 2024 |
67,519
shares
|
$5.45 Million
2.07% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
67,152
shares
|
$5.42 Million
0.09% of portfolio
|
Q2 2024
Added 1.2%
|
|
Lathrop Investment Management Corp
|
Jul 18, 2024 Q2 2024 |
66,872
shares
|
$5.4 Million
1.02% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
Pillar Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
65,063
shares
|
$5.25 Million
7.49% of portfolio
|
Q2 2024
Reduced 42.25%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
64,544
shares
|
$5.21 Million
1.9% of portfolio
|
Q2 2024
Added 18.7%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
63,745
shares
|
$5.14 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
62,951
shares
|
$5.08 Million
0.0% of portfolio
|
Q2 2024
Added 82.54%
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
61,315
shares
|
$4.95 Million
0.8% of portfolio
|
Q2 2024
Reduced 13.02%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
60,861
shares
|
$4.91 Million
0.14% of portfolio
|
Q2 2024
Added 0.52%
|