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 |
|---|---|---|---|---|---|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
15,667
shares
|
$436,952
0.29% of portfolio
|
Q3 2024
Added 18.69%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
15,652
shares
|
$436,534
0.12% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
15,649
shares
|
$436,450
0.64% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
15,640
shares
|
$436,199
0.12% of portfolio
|
Q3 2024
Reduced 14.87%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
15,604
shares
|
$435,195
0.7% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
15,548
shares
|
$433,633
0.03% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
15,437
shares
|
$430,537
1.45% of portfolio
|
Q3 2024
Reduced 57.56%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
15,290
shares
|
$426,438
0.53% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
15,284
shares
|
$426,270
0.06% of portfolio
|
Q3 2024
Added 202.65%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
15,265
shares
|
$425,740
0.0% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
15,250
shares
|
$425,322
0.01% of portfolio
|
Q3 2024
Added 100.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
15,197
shares
|
$423,844
0.03% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
15,154
shares
|
$422,645
0.05% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
15,126
shares
|
$421,864
0.08% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,946
shares
|
$416,843
0.13% of portfolio
|
Q4 2023
Reduced 0.03%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
14,940
shares
|
$416,676
0.7% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
14,656
shares
|
$408,755
0.02% of portfolio
|
Q3 2024
Added 46.87%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
14,642
shares
|
$408,365
0.07% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
14,610
shares
|
$407,472
0.09% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
14,567
shares
|
$406,273
0.11% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,552
shares
|
$405,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
14,362
shares
|
$400,556
0.81% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
14,332
shares
|
$399,719
1.25% of portfolio
|
Q3 2024
Reduced 14.22%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
14,145
shares
|
$394,504
1.12% of portfolio
|
Q3 2024
Reduced 25.17%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
13,979
shares
|
$389,874
0.02% of portfolio
|
Q2 2024
Reduced 0.29%
|