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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
183,876
shares
|
$5.17 Million
0.15% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
178,475
shares
|
$5.01 Million
1.19% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
176,517
shares
|
$4.96 Million
3.21% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
174,874
shares
|
$4.91 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,372
shares
|
$4.9 Million
0.01% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
173,022
shares
|
$4.86 Million
2.06% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
170,868
shares
|
$4.8 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
170,464
shares
|
$4.79 Million
3.75% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
170,376
shares
|
$4.79 Million
9.89% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
166,623
shares
|
$4.68 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
164,281
shares
|
$4.61 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
164,001
shares
|
$4.61 Million
3.18% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
162,862
shares
|
$4.57 Million
0.53% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
162,527
shares
|
$4.57 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
161,828
shares
|
$4.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
160,034
shares
|
$4.5 Million
2.96% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
157,791
shares
|
$4.43 Million
0.03% of portfolio
|
Q3 2024
Reduced 49.43%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
155,399
shares
|
$4.37 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
153,951
shares
|
$4.32 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
151,895
shares
|
$4.27 Million
3.0% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
148,103
shares
|
$4.16 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
146,945
shares
|
$4.13 Million
2.67% of portfolio
|
Q3 2024
New holding
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
146,423
shares
|
$4.11 Million
4.62% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
145,692
shares
|
$4.09 Million
1.16% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
143,229
shares
|
$4.02 Million
2.97% of portfolio
|
Q3 2024
Added 3.9%
|