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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
23,738
shares
|
$607,218
0.02% of portfolio
|
Q4 2024
Added 15620.53%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
23,381
shares
|
$598,085
0.1% of portfolio
|
Q4 2024
Added 204.68%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
23,300
shares
|
$596,014
0.05% of portfolio
|
Q4 2024
Added 210.46%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
23,293
shares
|
$595,834
0.02% of portfolio
|
Q4 2024
Added 200.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
23,056
shares
|
$589,772
0.0% of portfolio
|
Q4 2024
Added 93.33%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
23,036
shares
|
$589,260
0.37% of portfolio
|
Q4 2024
Added 200.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
23,007
shares
|
$588,519
0.04% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
22,799
shares
|
$583,198
0.29% of portfolio
|
Q4 2024
Added 196.09%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
22,615
shares
|
$578,491
0.01% of portfolio
|
Q4 2024
Added 48.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
22,563
shares
|
$577,161
0.01% of portfolio
|
Q4 2024
Added 177.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
22,392
shares
|
$572,787
0.01% of portfolio
|
Q4 2024
Added 233.07%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
22,265
shares
|
$569,538
0.55% of portfolio
|
Q4 2024
Added 183.92%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
22,196
shares
|
$567,773
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
22,152
shares
|
$566,648
0.02% of portfolio
|
Q4 2024
Added 180.65%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
22,018
shares
|
$563,220
0.56% of portfolio
|
Q4 2024
Added 177.48%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
22,005
shares
|
$562,887
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
21,967
shares
|
$561,915
0.02% of portfolio
|
Q4 2024
Added 197.66%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
21,844
shares
|
$558,769
0.0% of portfolio
|
Q4 2024
Added 157.66%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
21,796
shares
|
$557,541
0.26% of portfolio
|
Q4 2024
Added 189.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
21,792
shares
|
$557,439
0.02% of portfolio
|
Q4 2024
Added 425.23%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
21,675
shares
|
$554,446
0.41% of portfolio
|
Q4 2024
Added 195.22%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
21,619
shares
|
$553,014
0.01% of portfolio
|
Q4 2024
Added 262.31%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
21,603
shares
|
$552,604
0.08% of portfolio
|
Q4 2024
Added 208.04%
|
|
|
Financial Consulate, Inc
|
Jan 31, 2025 Q4 2024 |
21,364
shares
|
$546,491
0.16% of portfolio
|
Q4 2024
Added 206.95%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
21,192
shares
|
$542,091
0.09% of portfolio
|
Q4 2024
Added 200.34%
|