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 |
---|---|---|---|---|---|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 09, 2024 Q2 2024 |
96,278
shares
|
$8 Million
1.33% of portfolio
|
Q2 2024
Added 0.07%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
95,608
shares
|
$7.94 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
95,292
shares
|
$7.91 Million
0.5% of portfolio
|
Q2 2024
Added 3.06%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
94,819
shares
|
$7.88 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
92,684
shares
|
$7.7 Million
0.07% of portfolio
|
Q2 2024
Added 3.44%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,122
shares
|
$7.65 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
89,180
shares
|
$7.41 Million
0.77% of portfolio
|
Q2 2024
Added 6.66%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
88,792
shares
|
$7.38 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
Black Diamond Financial, LLC
|
Aug 09, 2024 Q2 2024 |
88,614
shares
|
$7.36 Million
1.33% of portfolio
|
Q2 2024
Added 0.09%
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 09, 2024 Q2 2024 |
88,230
shares
|
$7.33 Million
2.6% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
87,300
shares
|
$7.25 Million
0.77% of portfolio
|
Q2 2024
Added 1.01%
|
|
Smithbridge Asset Management Inc
|
Jul 19, 2024 Q2 2024 |
87,260
shares
|
$7.25 Million
1.42% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
86,302
shares
|
$7.17 Million
1.74% of portfolio
|
Q2 2024
Added 2.08%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 15, 2024 Q2 2024 |
85,220
shares
|
$7.08 Million
3.24% of portfolio
|
Q2 2024
Added 3.22%
|
|
Schneider Downs Wealth Management Advisors, LP
|
Aug 07, 2024 Q2 2024 |
84,390
shares
|
$7.01 Million
1.49% of portfolio
|
Q2 2024
Added 2.38%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
84,115
shares
|
$6.99 Million
0.6% of portfolio
|
Q2 2024
Added 4.94%
|
|
John W. Brooker & Co., Cp As
|
Jul 11, 2024 Q2 2024 |
82,447
shares
|
$6.85 Million
3.5% of portfolio
|
Q2 2024
Reduced 4.47%
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 19, 2024 Q2 2024 |
81,265
shares
|
$6.75 Million
1.14% of portfolio
|
Q2 2024
Added 2.25%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
80,039
shares
|
$6.65 Million
0.01% of portfolio
|
Q2 2024
Added 56.91%
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
79,756
shares
|
$6.62 Million
1.55% of portfolio
|
Q2 2024
Added 2.97%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
79,620
shares
|
$6.61 Million
0.09% of portfolio
|
Q4 2023
Added 1063.69%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
77,712
shares
|
$6.45 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
77,333
shares
|
$6.42 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
American Money Management, LLC
|
Aug 13, 2024 Q2 2024 |
77,317
shares
|
$6.42 Million
1.29% of portfolio
|
Q2 2024
Added 4.03%
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 18, 2024 Q2 2024 |
77,051
shares
|
$6.4 Million
4.3% of portfolio
|
Q2 2024
Reduced 0.87%
|