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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
26,692
shares
|
$682,781
0.02% of portfolio
|
Q4 2024
Added 367.46%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
26,663
shares
|
$682,039
0.03% of portfolio
|
Q4 2024
Added 205.24%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
26,475
shares
|
$677,230
0.29% of portfolio
|
Q4 2024
Added 190.87%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
26,442
shares
|
$676,386
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
26,241
shares
|
$671,244
0.06% of portfolio
|
Q4 2024
Added 201.97%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
26,237
shares
|
$671,142
0.27% of portfolio
|
Q4 2024
Added 200.57%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
26,203
shares
|
$670,272
0.28% of portfolio
|
Q4 2024
Added 189.98%
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
25,900
shares
|
$662,522
0.28% of portfolio
|
Q4 2024
Added 188.45%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
25,774
shares
|
$659,298
0.25% of portfolio
|
Q4 2024
Added 225.27%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
25,664
shares
|
$656,485
0.11% of portfolio
|
Q4 2024
Added 196.59%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,509
shares
|
$652,520
0.85% of portfolio
|
Q3 2023
Reduced 1.39%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
25,396
shares
|
$649,629
0.04% of portfolio
|
Q4 2024
Added 204.44%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
25,176
shares
|
$644,002
0.15% of portfolio
|
Q4 2024
Added 197.48%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
25,110
shares
|
$642,313
0.42% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
25,088
shares
|
$641,751
0.12% of portfolio
|
Q4 2024
Added 379.79%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
24,600
shares
|
$629,268
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
24,597
shares
|
$629,191
0.22% of portfolio
|
Q4 2024
Added 200.55%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
24,577
shares
|
$628,679
0.24% of portfolio
|
Q4 2024
Added 197.65%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
24,361
shares
|
$623,154
0.09% of portfolio
|
Q4 2024
Added 201.24%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
24,212
shares
|
$619,342
0.52% of portfolio
|
Q4 2024
Added 219.93%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
24,059
shares
|
$615,429
0.19% of portfolio
|
Q4 2024
Added 183.28%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
24,042
shares
|
$614,994
0.16% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
23,949
shares
|
$612,615
0.2% of portfolio
|
Q4 2024
Added 142.77%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
23,828
shares
|
$609,520
0.42% of portfolio
|
Q4 2024
Added 199.2%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
23,792
shares
|
$608,599
0.53% of portfolio
|
Q4 2024
New holding
|