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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,655
shares
|
$241,387
0.01% of portfolio
|
Q3 2023
Reduced 3.88%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
8,653
shares
|
$241,332
0.11% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,590
shares
|
$239,575
0.09% of portfolio
|
Q3 2024
Reduced 6.61%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
8,493
shares
|
$236,869
0.2% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
8,478
shares
|
$236,451
0.0% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
8,463
shares
|
$236,033
0.16% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
8,370
shares
|
$233,439
0.46% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
8,342
shares
|
$232,658
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
8,342
shares
|
$232,658
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
8,300
shares
|
$231,487
0.14% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
8,257
shares
|
$230,287
0.25% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,237
shares
|
$229,729
0.1% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,200
shares
|
$228,698
0.05% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,191
shares
|
$228,446
0.05% of portfolio
|
Q4 2022
Reduced 1.16%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
8,184
shares
|
$228,251
0.23% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,119
shares
|
$226,438
0.02% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
8,087
shares
|
$225,546
0.1% of portfolio
|
Q1 2024
Reduced 22.78%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
8,014
shares
|
$223,510
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
7,964
shares
|
$222,115
0.42% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
7,935
shares
|
$221,307
0.62% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
7,924
shares
|
$221,000
0.22% of portfolio
|
Q2 2024
Added 7.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
7,893
shares
|
$220,135
0.02% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
7,842
shares
|
$218,713
0.56% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,755
shares
|
$216,286
0.03% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
7,700
shares
|
$214,753
0.3% of portfolio
|
Q3 2024
Added 0.03%
|