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 |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
11,237
shares
|
$313,399
0.24% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
11,212
shares
|
$312,702
0.07% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
11,096
shares
|
$309,467
0.35% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
11,059
shares
|
$308,435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
11,008
shares
|
$307,013
0.07% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
10,974
shares
|
$306,064
0.01% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
10,905
shares
|
$304,140
0.03% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
10,882
shares
|
$303,498
0.06% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,801
shares
|
$301,239
0.02% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
10,781
shares
|
$300,682
0.47% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
10,775
shares
|
$300,514
0.01% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
10,773
shares
|
$300,458
0.61% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,744
shares
|
$299,650
0.01% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
10,729
shares
|
$299,231
0.01% of portfolio
|
Q3 2024
Added 14.28%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
10,456
shares
|
$291,617
0.18% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
10,327
shares
|
$288,020
0.11% of portfolio
|
Q3 2024
Added 132.17%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
10,313
shares
|
$287,629
0.03% of portfolio
|
Q3 2024
Added 67.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
10,212
shares
|
$284,812
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
10,187
shares
|
$284,115
0.13% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
10,081
shares
|
$281,159
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,067
shares
|
$280,768
0.2% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
10,042
shares
|
$280,071
0.89% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
10,004
shares
|
$279,011
0.31% of portfolio
|
Q3 2022
Reduced 0.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
9,933
shares
|
$277,031
0.02% of portfolio
|
Q3 2024
Added 18.65%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
9,882
shares
|
$275,608
0.32% of portfolio
|
Q3 2024
Reduced 1.45%
|