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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
95,400
shares
|
$2.68 Million
0.12% of portfolio
|
Q3 2024
Added 9262.12%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
95,158
shares
|
$2.67 Million
3.16% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
94,978
shares
|
$2.67 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
94,072
shares
|
$2.64 Million
0.05% of portfolio
|
Q3 2024
Added 34.85%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,122
shares
|
$2.59 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
91,932
shares
|
$2.58 Million
0.59% of portfolio
|
Q3 2024
Added 101.46%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
91,769
shares
|
$2.58 Million
1.19% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
91,072
shares
|
$2.56 Million
0.82% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
89,496
shares
|
$2.51 Million
0.83% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
89,046
shares
|
$2.5 Million
2.6% of portfolio
|
Q3 2024
Added 37.96%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
88,312
shares
|
$2.48 Million
2.57% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
88,114
shares
|
$2.48 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
87,769
shares
|
$2.47 Million
3.04% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
87,764
shares
|
$2.47 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
87,624
shares
|
$2.46 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.46%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
86,151
shares
|
$2.42 Million
1.66% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
85,616
shares
|
$2.4 Million
0.64% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
84,811
shares
|
$2.38 Million
1.47% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
84,495
shares
|
$2.37 Million
3.64% of portfolio
|
Q3 2024
Reduced 37.13%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
83,889
shares
|
$2.36 Million
3.54% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
83,876
shares
|
$2.36 Million
1.22% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
83,128
shares
|
$2.34 Million
1.1% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
82,148
shares
|
$2.31 Million
2.96% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
81,133
shares
|
$2.28 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
80,876
shares
|
$2.27 Million
1.37% of portfolio
|
Q3 2024
Added 4.6%
|