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 |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
4,320
shares
|
$120,484
0.0% of portfolio
|
Q3 2024
Added 49.64%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
4,320
shares
|
$120,484
0.01% of portfolio
|
Q3 2024
Reduced 35.31%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
4,269
shares
|
$119,062
0.25% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
4,255
shares
|
$118,671
0.01% of portfolio
|
Q3 2024
Added 23.84%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
4,248
shares
|
$118,476
0.08% of portfolio
|
Q2 2024
Added 1113.71%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,245
shares
|
$118,393
0.08% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
4,231
shares
|
$118,002
0.03% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,214
shares
|
$117,528
0.03% of portfolio
|
Q4 2023
Added 1.94%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,178
shares
|
$116,524
0.05% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Pillar Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,151
shares
|
$115,771
10.31% of portfolio
|
Q3 2024
Reduced 93.62%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
4,149
shares
|
$115,715
0.01% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
4,132
shares
|
$115,241
0.03% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
4,128
shares
|
$115,129
0.09% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
4,127
shares
|
$115,102
0.05% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
4,055
shares
|
$113,093
0.15% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
4,047
shares
|
$112,870
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,037
shares
|
$112,591
0.17% of portfolio
|
Q4 2022
Added 0.52%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,027
shares
|
$112,313
0.02% of portfolio
|
Q3 2024
Reduced 60.31%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
4,001
shares
|
$111,587
0.02% of portfolio
|
Q4 2021
Added 0.6%
|
|
|
Tenret CO LLC
|
Nov 14, 2024 Q3 2024 |
3,995
shares
|
$111,420
0.21% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
3,984
shares
|
$111,113
0.01% of portfolio
|
Q1 2024
Reduced 3.88%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
3,976
shares
|
$110,890
0.01% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,940
shares
|
$109,886
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
3,891
shares
|
$108,519
0.1% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Raub Brock Capital Management LP
|
Oct 17, 2024 Q3 2024 |
3,891
shares
|
$108,519
0.07% of portfolio
|
Q3 2024
Added 0.1%
|