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 |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,558
shares
|
$182,902
0.04% of portfolio
|
Q3 2023
Reduced 5.2%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
6,447
shares
|
$179,806
0.01% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
6,435
shares
|
$179,472
0.3% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,434
shares
|
$179,444
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,412
shares
|
$178,830
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,391
shares
|
$178,244
0.16% of portfolio
|
Q2 2022
Reduced 6.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,370
shares
|
$177,659
0.02% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
6,347
shares
|
$177,017
0.15% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
6,287
shares
|
$175,344
0.11% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
6,216
shares
|
$173,364
0.02% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
6,200
shares
|
$172,918
0.09% of portfolio
|
Q4 2021
Added 1.47%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
6,200
shares
|
$172,918
0.4% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
6,180
shares
|
$172,360
0.01% of portfolio
|
Q1 2023
Reduced 8.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
6,178
shares
|
$172,304
0.19% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
6,144
shares
|
$171,356
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Planning Services Inc
|
Oct 22, 2024 Q3 2024 |
6,127
shares
|
$170,882
0.25% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
6,050
shares
|
$168,734
0.55% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
5,999
shares
|
$167,312
0.12% of portfolio
|
Q3 2024
Added 19.31%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
5,980
shares
|
$166,782
0.39% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,967
shares
|
$166,419
0.0% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
5,956
shares
|
$166,112
0.31% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
5,900
shares
|
$164,551
0.03% of portfolio
|
Q3 2024
Added 56.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,883
shares
|
$164,076
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
5,832
shares
|
$162,654
0.13% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
5,822
shares
|
$162,375
0.03% of portfolio
|
Q3 2024
Reduced 51.53%
|