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 |
|---|---|---|---|---|---|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
168
shares
|
$4,719
0.0% of portfolio
|
Q4 2023
Added 0.61%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
160
shares
|
$4,494
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
159
shares
|
$4,466
0.0% of portfolio
|
Q3 2024
Added 194.44%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
155
shares
|
$4,353
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
152
shares
|
$4,269
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
151
shares
|
$4,241
0.0% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
146
shares
|
$4,101
0.0% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
132
shares
|
$3,707
0.0% of portfolio
|
Q1 2024
Reduced 69.44%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
132
shares
|
$3,707
0.0% of portfolio
|
Q4 2023
Reduced 13.73%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
131
shares
|
$3,679
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
125
shares
|
$3,511
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
114
shares
|
$3,202
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
112
shares
|
$3,146
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
103
shares
|
$2,893
0.0% of portfolio
|
Q3 2024
Reduced 93.17%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
101
shares
|
$2,837
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$2,809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
100
shares
|
$2,809
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
98
shares
|
$2,752
0.0% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
85
shares
|
$2,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
83
shares
|
$2,331
0.0% of portfolio
|
Q3 2024
Reduced 54.14%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
74
shares
|
$2,078
0.0% of portfolio
|
Q3 2024
Reduced 34.51%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
72
shares
|
$2,022
0.0% of portfolio
|
Q4 2023
Added 1.41%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
71
shares
|
$1,994
0.0% of portfolio
|
Q3 2023
Added 1.43%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
70
shares
|
$1,966
0.0% of portfolio
|
Q4 2021
Added 1.45%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
68
shares
|
$1,910
0.0% of portfolio
|
Q3 2020
Reduced 1.45%
|