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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
141,044
shares
|
$3.96 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
139,088
shares
|
$3.91 Million
3.89% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
137,556
shares
|
$3.86 Million
0.04% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
136,906
shares
|
$3.85 Million
3.24% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
135,152
shares
|
$3.8 Million
5.28% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
130,821
shares
|
$3.67 Million
0.03% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
130,298
shares
|
$3.66 Million
1.11% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
130,149
shares
|
$3.66 Million
0.17% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
128,379
shares
|
$3.61 Million
8.53% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
127,557
shares
|
$3.58 Million
5.25% of portfolio
|
Q2 2024
Added 1.75%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
126,449
shares
|
$3.55 Million
0.04% of portfolio
|
Q3 2024
Added 33.36%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
126,297
shares
|
$3.55 Million
1.67% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
126,214
shares
|
$3.55 Million
2.72% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
124,409
shares
|
$3.49 Million
1.87% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
124,130
shares
|
$3.49 Million
3.07% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
123,631
shares
|
$3.47 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
122,508
shares
|
$3.44 Million
0.03% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
122,173
shares
|
$3.43 Million
0.48% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
118,043
shares
|
$3.32 Million
4.07% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
117,867
shares
|
$3.31 Million
4.61% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
116,902
shares
|
$3.28 Million
6.16% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
116,645
shares
|
$3.28 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
115,657
shares
|
$3.25 Million
1.94% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
114,915
shares
|
$3.23 Million
4.96% of portfolio
|
Q3 2024
Added 148.34%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
114,538
shares
|
$3.22 Million
1.15% of portfolio
|
Q3 2024
Added 12.45%
|