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 902 institutions that hold shares in the stock, with a total of 96 Million shares, which have been reported (via 13F filing form) to have a value of $7.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
21,068,822
shares
|
$1.64 Billion
3.87% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
10,128,216
shares
|
$788 Million
0.92% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
3,693,867
shares
|
$287 Million
0.49% of portfolio
|
Q1 2024
Added 1.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
2,140,092
shares
|
$167 Million
0.47% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
1,995,865
shares
|
$155 Million
2.99% of portfolio
|
Q4 2023
Added 8.36%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
1,984,366
shares
|
$154 Million
0.43% of portfolio
|
Q1 2024
Reduced 89.52%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
1,837,206
shares
|
$143 Million
2.1% of portfolio
|
Q1 2024
Added 6.89%
|
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
1,713,535
shares
|
$133 Million
5.76% of portfolio
|
Q1 2024
Added 11.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,707,898
shares
|
$133 Million
0.14% of portfolio
|
Q1 2024
Added 7.65%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,555,418
shares
|
$121 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Legacy Wealth Management, Inc
|
Apr 12, 2024 Q1 2024 |
1,347,894
shares
|
$105 Million
8.09% of portfolio
|
Q1 2024
Reduced 3.81%
|
|
|
Jmg Financial Group, Ltd.
|
Apr 30, 2024 Q1 2024 |
975,900
shares
|
$76 Million
3.11% of portfolio
|
Q1 2024
Reduced 2.76%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 10, 2024 Q1 2024 |
960,390
shares
|
$74.7 Million
6.67% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
915,839
shares
|
$71.3 Million
0.02% of portfolio
|
Q1 2024
Added 32.99%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
862,311
shares
|
$67.1 Million
2.96% of portfolio
|
Q2 2023
Added 3.33%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
782,553
shares
|
$60.9 Million
0.02% of portfolio
|
Q1 2024
Added 6.32%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
690,084
shares
|
$53.7 Million
0.12% of portfolio
|
Q1 2024
Added 1.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
635,152
shares
|
$49.4 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Summit Financial Strategies, Inc.
|
May 09, 2024 Q1 2024 |
617,408
shares
|
$48.1 Million
7.41% of portfolio
|
Q1 2024
Added 1.66%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
601,654
shares
|
$46.8 Million
0.55% of portfolio
|
Q1 2024
Added 5.29%
|
|
|
Rkl Wealth Management LLC
|
May 08, 2024 Q1 2024 |
590,402
shares
|
$46 Million
4.77% of portfolio
|
Q1 2024
Added 0.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
544,545
shares
|
$42.4 Million
0.09% of portfolio
|
Q1 2024
Added 23.44%
|
|
|
Blb&B Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
536,952
shares
|
$41.8 Million
2.48% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
518,558
shares
|
$40.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 26.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
508,929
shares
|
$39.6 Million
0.15% of portfolio
|
Q1 2024
Reduced 2.11%
|
|