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 953 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
25,929,301
shares
|
$740 Million
4.42% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
9,830,646
shares
|
$281 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
7,184,166
shares
|
$205 Million
6.46% of portfolio
|
Q3 2024
Added 222.05%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
3,345,175
shares
|
$95.5 Million
7.4% of portfolio
|
Q4 2024
Added 201.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,258,331
shares
|
$93 Million
0.4% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,371,743
shares
|
$67.7 Million
0.18% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,264,769
shares
|
$64.6 Million
0.42% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,066,258
shares
|
$59 Million
0.12% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
1,936,463
shares
|
$55.3 Million
5.78% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,809,861
shares
|
$51.7 Million
0.33% of portfolio
|
Q3 2024
Added 261.72%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,516,709
shares
|
$43.3 Million
4.28% of portfolio
|
Q4 2024
Added 209.92%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,485,963
shares
|
$42.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
1,375,275
shares
|
$39.3 Million
7.41% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
970,779
shares
|
$27.7 Million
2.85% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
862,311
shares
|
$24.6 Million
2.96% of portfolio
|
Q2 2023
Added 3.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
753,429
shares
|
$21.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
735,089
shares
|
$21 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
726,723
shares
|
$20.7 Million
0.88% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
706,706
shares
|
$20.2 Million
0.11% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
674,447
shares
|
$19.2 Million
0.62% of portfolio
|
Q4 2024
Added 181.51%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
670,807
shares
|
$19.1 Million
5.11% of portfolio
|
Q4 2024
Added 174.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
659,628
shares
|
$18.8 Million
0.07% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
657,835
shares
|
$18.8 Million
6.66% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
644,951
shares
|
$18.4 Million
0.04% of portfolio
|
Q4 2024
Added 209.24%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
623,035
shares
|
$17.8 Million
1.62% of portfolio
|
Q4 2024
Added 200.58%
|