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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
30,249
shares
|
$773,769
0.04% of portfolio
|
Q4 2024
Added 200.06%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
30,044
shares
|
$768,525
0.01% of portfolio
|
Q4 2024
Added 178.83%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
30,012
shares
|
$767,706
0.32% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
29,988
shares
|
$767,093
0.12% of portfolio
|
Q4 2024
Added 194.38%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
29,836
shares
|
$763,204
0.51% of portfolio
|
Q4 2024
Added 203.77%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
29,667
shares
|
$758,881
0.12% of portfolio
|
Q4 2024
Added 202.08%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
29,345
shares
|
$750,645
0.3% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
29,340
shares
|
$750,517
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
29,333
shares
|
$750,338
0.13% of portfolio
|
Q4 2024
Added 201.04%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
29,258
shares
|
$748,419
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
29,216
shares
|
$747,345
0.57% of portfolio
|
Q4 2024
Added 200.05%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
29,125
shares
|
$745,017
0.32% of portfolio
|
Q4 2024
Added 194.73%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
28,564
shares
|
$730,667
2.97% of portfolio
|
Q3 2023
Reduced 2.13%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
28,525
shares
|
$729,669
1.38% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
28,446
shares
|
$727,648
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
28,211
shares
|
$721,637
0.05% of portfolio
|
Q4 2024
Added 211.83%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
28,084
shares
|
$718,388
0.09% of portfolio
|
Q4 2024
Added 201.3%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
28,002
shares
|
$716,291
0.04% of portfolio
|
Q4 2024
Added 198.21%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
27,741
shares
|
$709,614
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
27,390
shares
|
$700,636
0.54% of portfolio
|
Q4 2024
Added 196.75%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
27,238
shares
|
$696,748
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
27,206
shares
|
$695,929
0.81% of portfolio
|
Q4 2024
Added 170.92%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
27,103
shares
|
$693,294
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
26,944
shares
|
$689,227
0.05% of portfolio
|
Q3 2022
Added 173.27%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
26,755
shares
|
$684,392
0.03% of portfolio
|
Q4 2024
Added 199.78%
|