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 1,010 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $7.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
246
shares
|
$6,873
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
240
shares
|
$6,705
0.0% of portfolio
|
Q4 2024
Added 269.23%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
240
shares
|
$6,705
0.02% of portfolio
|
Q4 2023
Added 0.42%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
222
shares
|
$6,202
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
217
shares
|
$6,062
0.0% of portfolio
|
Q4 2024
Added 201.39%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
216
shares
|
$6,035
0.0% of portfolio
|
Q4 2024
Added 204.23%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
204
shares
|
$5,699
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
196
shares
|
$5,476
0.0% of portfolio
|
Q4 2024
Added 201.54%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
174
shares
|
$4,861
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
160
shares
|
$4,470
0.0% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
154
shares
|
$4,302
0.0% of portfolio
|
Q4 2024
Added 201.96%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
126
shares
|
$3,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
114
shares
|
$3,185
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
114
shares
|
$3,185
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$2,794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
82
shares
|
$2,291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
81
shares
|
$2,263
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
76
shares
|
$2,123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
70
shares
|
$1,955
0.0% of portfolio
|
Q4 2021
Added 1.45%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
59
shares
|
$1,648
0.0% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
57
shares
|
$1,592
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
54
shares
|
$1,508
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
54
shares
|
$1,508
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
47
shares
|
$1,313
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
20
shares
|
$558
0.0% of portfolio
|
Q2 2022
New holding
|