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 912 institutions that hold shares in the stock, with a total of 94.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.87 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Spinnaker Investment Group, LLC
|
Jul 24, 2024 Q2 2024 |
137,851
shares
|
$11.4 Million
2.99% of portfolio
|
Q2 2024
Added 1.15%
|
|
Trinity Legacy Partners, LLC
|
Aug 14, 2024 Q2 2024 |
137,553
shares
|
$11.4 Million
3.05% of portfolio
|
Q2 2024
Added 2.07%
|
|
Courage Miller Partners, LLC
|
Jul 25, 2024 Q2 2024 |
137,254
shares
|
$11.4 Million
3.86% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
136,996
shares
|
$11.4 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
St. Johns Investment Management Company, LLC
|
Jul 25, 2024 Q2 2024 |
135,636
shares
|
$11.3 Million
5.02% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
Moneywise, Inc.
|
Jul 17, 2024 Q2 2024 |
134,394
shares
|
$11.2 Million
5.78% of portfolio
|
Q2 2024
Reduced 16.82%
|
|
Towercrest Capital Management
Newtown, PA |
Aug 06, 2024 Q2 2024 |
131,991
shares
|
$11 Million
1.67% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
Alliance Wealth Management Group
Flemington, NJ |
Jul 12, 2024 Q2 2024 |
131,908
shares
|
$11 Million
2.86% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
131,260
shares
|
$10.9 Million
0.14% of portfolio
|
Q2 2024
Added 7.65%
|
|
Bush Investment Group, LLC
Valdosta, GA |
Aug 12, 2024 Q2 2024 |
127,706
shares
|
$10.6 Million
8.53% of portfolio
|
Q2 2024
Added 0.64%
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
127,557
shares
|
$10.6 Million
5.22% of portfolio
|
Q2 2024
Added 1.75%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
126,789
shares
|
$10.5 Million
0.92% of portfolio
|
Q2 2024
Added 25.05%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
125,960
shares
|
$10.5 Million
0.17% of portfolio
|
Q2 2024
Added 50.5%
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
125,778
shares
|
$10.4 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
125,623
shares
|
$10.4 Million
1.09% of portfolio
|
Q2 2024
Added 0.22%
|
|
New York Life Investment Management LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
125,423
shares
|
$10.4 Million
0.1% of portfolio
|
Q2 2024
Added 43.48%
|
|
Peak Financial Management, Inc.
|
Jul 22, 2024 Q2 2024 |
123,054
shares
|
$10.2 Million
3.11% of portfolio
|
Q2 2024
Added 0.58%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
122,842
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.66%
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
120,738
shares
|
$10 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Aug 08, 2024 Q2 2024 |
120,134
shares
|
$9.98 Million
4.61% of portfolio
|
Q2 2024
Added 0.02%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
118,945
shares
|
$9.88 Million
0.03% of portfolio
|
Q2 2024
Added 7.24%
|
|
Nadler Financial Group, Inc.
|
Jul 22, 2024 Q2 2024 |
117,045
shares
|
$9.72 Million
1.07% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Youngs Advisory Group, Inc.
|
Jul 19, 2024 Q2 2024 |
115,043
shares
|
$9.56 Million
3.94% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
113,950
shares
|
$9.46 Million
1.89% of portfolio
|
Q2 2024
Added 1.61%
|
|
Lincoln Capital Corp
|
Jul 23, 2024 Q2 2024 |
113,474
shares
|
$9.43 Million
3.86% of portfolio
|
Q2 2024
Added 0.52%
|