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 $3.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
328
shares
|
$9,213
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
320
shares
|
$8,988
0.0% of portfolio
|
Q2 2024
Reduced 38.46%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
318
shares
|
$8,932
0.0% of portfolio
|
Q2 2022
Reduced 80.35%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
317
shares
|
$8,904
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
314
shares
|
$8,820
0.0% of portfolio
|
Q3 2024
Added 129.2%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
311
shares
|
$8,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
274
shares
|
$7,696
0.0% of portfolio
|
Q1 2023
Reduced 11.04%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
258
shares
|
$7,247
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
255
shares
|
$7,162
0.01% of portfolio
|
Q1 2024
Added 35.64%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
251
shares
|
$7,050
0.0% of portfolio
|
Q4 2023
Reduced 54.11%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
251
shares
|
$7,050
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
250
shares
|
$7,022
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
250
shares
|
$7,022
0.0% of portfolio
|
Q1 2024
Reduced 7.75%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
248
shares
|
$6,966
0.0% of portfolio
|
Q1 2024
Added 35.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
246
shares
|
$6,910
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
244
shares
|
$6,853
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
241
shares
|
$6,769
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
240
shares
|
$6,741
0.02% of portfolio
|
Q4 2023
Added 0.42%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
219
shares
|
$6,151
0.0% of portfolio
|
Q4 2023
Reduced 7.98%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
217
shares
|
$6,095
0.0% of portfolio
|
Q3 2024
Reduced 96.42%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
211
shares
|
$5,926
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
198
shares
|
$5,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
197
shares
|
$5,533
0.0% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
193
shares
|
$5,421
0.0% of portfolio
|
Q3 2024
Added 6333.33%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
187
shares
|
$5,252
0.0% of portfolio
|
Q3 2024
New holding
|