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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
67,075
shares
|
$1.88 Million
1.42% of portfolio
|
Q3 2024
Added 28.34%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
65,559
shares
|
$1.84 Million
1.01% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
65,304
shares
|
$1.83 Million
1.36% of portfolio
|
Q3 2024
Added 189.87%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
64,929
shares
|
$1.82 Million
2.66% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
63,981
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
62,815
shares
|
$1.76 Million
0.23% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
59,266
shares
|
$1.66 Million
1.36% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
59,135
shares
|
$1.66 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
58,861
shares
|
$1.65 Million
0.32% of portfolio
|
Q4 2022
Added 1.23%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
58,625
shares
|
$1.65 Million
0.08% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
58,291
shares
|
$1.64 Million
0.89% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
58,137
shares
|
$1.63 Million
1.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
57,455
shares
|
$1.61 Million
2.23% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
57,218
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
56,842
shares
|
$1.6 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Mc Carthy Asset Management, Inc.
|
Nov 15, 2024 Q3 2024 |
56,476
shares
|
$1.59 Million
3.36% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
54,880
shares
|
$1.54 Million
2.53% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
53,932
shares
|
$1.51 Million
2.37% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
53,060
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
52,464
shares
|
$1.47 Million
2.17% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
52,007
shares
|
$1.46 Million
1.97% of portfolio
|
Q2 2023
Added 62.67%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
50,518
shares
|
$1.42 Million
0.84% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
50,180
shares
|
$1.41 Million
1.89% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
50,072
shares
|
$1.41 Million
2.24% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
49,998
shares
|
$1.4 Million
0.32% of portfolio
|
Q3 2022
Reduced 6.63%
|