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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
13,851
shares
|
$386,304
0.31% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
13,824
shares
|
$385,551
0.04% of portfolio
|
Q3 2024
Reduced 64.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,816
shares
|
$385,328
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
13,722
shares
|
$382,706
0.0% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
13,695
shares
|
$381,953
0.06% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
13,678
shares
|
$381,479
1.07% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
13,667
shares
|
$381,172
0.4% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
13,597
shares
|
$379,220
0.97% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
13,554
shares
|
$378,021
1.47% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
13,467
shares
|
$375,594
0.08% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
13,429
shares
|
$374,534
0.13% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
13,404
shares
|
$373,837
0.21% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
13,345
shares
|
$372,192
0.03% of portfolio
|
Q3 2024
Added 51.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
13,264
shares
|
$369,932
0.04% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
13,021
shares
|
$363,155
0.15% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
12,832
shares
|
$357,884
0.01% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
12,805
shares
|
$357,131
0.1% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
12,726
shares
|
$354,928
0.11% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
12,539
shares
|
$349,712
0.05% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Wisconsin Capital Management LLC
|
Oct 30, 2024 Q3 2024 |
12,500
shares
|
$348,625
0.55% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,441
shares
|
$346,979
0.02% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
12,396
shares
|
$345,724
0.19% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
12,243
shares
|
$341,457
0.35% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
12,217
shares
|
$340,732
0.46% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
12,211
shares
|
$340,564
0.35% of portfolio
|
Q3 2024
Reduced 44.65%
|