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 950 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $3.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
33,278
shares
|
$934,779
0.44% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
33,159
shares
|
$931,436
0.82% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
33,139
shares
|
$930,874
1.72% of portfolio
|
Q2 2022
Added 63.11%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
33,075
shares
|
$929,076
0.04% of portfolio
|
Q3 2024
Added 434.07%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
32,450
shares
|
$911,520
2.21% of portfolio
|
Q4 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
32,261
shares
|
$906,211
0.01% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
32,139
shares
|
$902,784
0.36% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
32,007
shares
|
$899,076
0.51% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
31,790
shares
|
$892,981
1.13% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
31,241
shares
|
$877,559
0.07% of portfolio
|
Q3 2024
Reduced 38.91%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,978
shares
|
$870,172
0.18% of portfolio
|
Q3 2022
Added 394.3%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
30,773
shares
|
$864,413
1.1% of portfolio
|
Q2 2023
Reduced 1.74%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
30,693
shares
|
$862,166
0.11% of portfolio
|
Q3 2024
Added 179.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
30,300
shares
|
$851,127
0.28% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
30,298
shares
|
$851,070
0.07% of portfolio
|
Q3 2024
Reduced 33.52%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
30,281
shares
|
$850,593
1.21% of portfolio
|
Q3 2024
Reduced 23.51%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
30,075
shares
|
$844,806
1.03% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
30,011
shares
|
$843,008
0.24% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
29,345
shares
|
$824,301
0.3% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
28,781
shares
|
$808,458
0.07% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
28,647
shares
|
$804,694
0.03% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
28,604
shares
|
$803,486
0.89% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
28,564
shares
|
$802,362
2.97% of portfolio
|
Q3 2023
Reduced 2.13%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
28,525
shares
|
$801,267
1.38% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
28,000
shares
|
$786,520
0.81% of portfolio
|
Q4 2022
New holding
|