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 1,011 institutions that hold shares in the stock, with a total of 271 Million shares, which have been reported (via 13F filing form) to have a value of $7.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
1,458,435
shares
|
$38 Million
0.24% of portfolio
|
Q4 2024
Added 215.34%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,399,500
shares
|
$36.5 Million
2.0% of portfolio
|
Q4 2024
Added 195.3%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,289,294
shares
|
$33.6 Million
0.03% of portfolio
|
Q4 2024
Added 315.03%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
1,229,842
shares
|
$32.1 Million
3.79% of portfolio
|
Q4 2024
Added 209.62%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
1,109,317
shares
|
$28.9 Million
1.15% of portfolio
|
Q4 2024
Added 215.88%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,065,442
shares
|
$27.8 Million
3.5% of portfolio
|
Q4 2024
Added 194.56%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
1,060,763
shares
|
$27.7 Million
7.2% of portfolio
|
Q4 2024
Added 211.13%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,055,686
shares
|
$27.5 Million
0.0% of portfolio
|
Q4 2024
Added 208.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,034,361
shares
|
$27 Million
0.35% of portfolio
|
Q4 2024
Added 172.75%
|
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,029,564
shares
|
$26.8 Million
8.56% of portfolio
|
Q4 2024
Added 200.74%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,026,904
shares
|
$26.8 Million
0.67% of portfolio
|
Q4 2024
Added 202.49%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
922,911
shares
|
$24.1 Million
2.3% of portfolio
|
Q4 2024
Added 212.88%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
911,294
shares
|
$23.8 Million
0.31% of portfolio
|
Q4 2024
Added 194.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
893,092
shares
|
$23.3 Million
0.0% of portfolio
|
Q4 2024
Added 253.45%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
862,311
shares
|
$22.5 Million
2.96% of portfolio
|
Q2 2023
Added 3.33%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
831,800
shares
|
$21.7 Million
1.86% of portfolio
|
Q4 2024
Added 201.18%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
820,699
shares
|
$21.4 Million
5.33% of portfolio
|
Q4 2024
Added 179.07%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
777,252
shares
|
$20.3 Million
7.9% of portfolio
|
Q4 2024
Added 197.11%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
769,708
shares
|
$20.1 Million
0.73% of portfolio
|
Q4 2024
Added 203.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
704,399
shares
|
$18.4 Million
0.07% of portfolio
|
Q4 2024
Added 197.34%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
674,447
shares
|
$17.6 Million
0.62% of portfolio
|
Q4 2024
Added 181.51%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
670,807
shares
|
$17.5 Million
5.11% of portfolio
|
Q4 2024
Added 174.72%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
668,506
shares
|
$17.4 Million
0.03% of portfolio
|
Q4 2024
Added 213.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
663,609
shares
|
$17.3 Million
0.03% of portfolio
|
Q4 2024
Added 140.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
659,628
shares
|
$17.2 Million
0.07% of portfolio
|
Q3 2024
Added 2.25%
|