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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
80,772
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
79,620
shares
|
$2.24 Million
0.09% of portfolio
|
Q4 2023
Added 1063.69%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
79,180
shares
|
$2.22 Million
4.51% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
78,514
shares
|
$2.21 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
77,333
shares
|
$2.17 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
75,800
shares
|
$2.13 Million
0.18% of portfolio
|
Q3 2024
Added 64.93%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
75,423
shares
|
$2.12 Million
3.96% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
74,635
shares
|
$2.1 Million
1.12% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
74,250
shares
|
$2.09 Million
0.77% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
73,240
shares
|
$2.06 Million
0.02% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
72,726
shares
|
$2.04 Million
1.47% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
72,543
shares
|
$2.04 Million
2.67% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
72,035
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
72,012
shares
|
$2.02 Million
2.16% of portfolio
|
Q3 2024
Reduced 30.78%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
71,830
shares
|
$2.02 Million
2.42% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
71,269
shares
|
$2 Million
3.29% of portfolio
|
Q3 2024
Added 140.38%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
70,610
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
70,533
shares
|
$1.98 Million
0.65% of portfolio
|
Q3 2024
Added 16.93%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
70,292
shares
|
$1.97 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
70,223
shares
|
$1.97 Million
0.55% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
70,078
shares
|
$1.97 Million
2.22% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
69,744
shares
|
$1.96 Million
2.32% of portfolio
|
Q3 2024
Added 91.13%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
69,677
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
68,977
shares
|
$1.94 Million
2.13% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
68,362
shares
|
$1.92 Million
1.09% of portfolio
|
Q3 2024
Reduced 4.56%
|