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 $6.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
34,035
shares
|
$870,615
0.81% of portfolio
|
Q4 2024
Added 198.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
33,997
shares
|
$869,643
0.04% of portfolio
|
Q4 2023
Added 9.17%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
33,927
shares
|
$867,852
0.06% of portfolio
|
Q4 2024
Added 190.17%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
33,836
shares
|
$865,524
0.54% of portfolio
|
Q4 2024
Added 196.75%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
33,711
shares
|
$862,327
0.24% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
33,203
shares
|
$849,332
0.02% of portfolio
|
Q4 2024
Added 234.27%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
33,175
shares
|
$848,616
0.51% of portfolio
|
Q4 2024
Added 207.72%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
33,139
shares
|
$847,695
1.72% of portfolio
|
Q2 2022
Added 63.11%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
33,120
shares
|
$847,209
0.01% of portfolio
|
Q4 2024
Added 208.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
33,011
shares
|
$844,421
0.01% of portfolio
|
Q4 2024
Added 207.25%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
32,505
shares
|
$831,477
0.64% of portfolio
|
Q4 2024
Reduced 28.69%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
32,481
shares
|
$830,863
0.12% of portfolio
|
Q4 2024
Added 182.35%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
32,346
shares
|
$827,410
0.35% of portfolio
|
Q4 2024
Added 191.51%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
32,277
shares
|
$825,645
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
32,235
shares
|
$824,571
0.03% of portfolio
|
Q4 2024
Added 195.6%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
31,863
shares
|
$815,055
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
31,817
shares
|
$813,878
0.32% of portfolio
|
Q4 2024
Added 226.6%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
31,773
shares
|
$812,753
0.09% of portfolio
|
Q4 2024
Added 494.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
31,578
shares
|
$807,765
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
31,493
shares
|
$805,590
0.58% of portfolio
|
Q4 2024
Added 192.33%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
31,436
shares
|
$804,132
0.17% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
31,348
shares
|
$801,881
0.38% of portfolio
|
Q4 2024
Added 237.4%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
30,978
shares
|
$792,417
0.18% of portfolio
|
Q3 2022
Added 394.3%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
30,888
shares
|
$790,115
0.11% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
30,811
shares
|
$788,145
0.03% of portfolio
|
Q4 2024
Added 198.76%
|