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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
12,421
shares
|
$317,729
0.03% of portfolio
|
Q4 2024
Added 200.61%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
12,229
shares
|
$312,817
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
12,164
shares
|
$311,155
0.15% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
12,162
shares
|
$311,103
0.0% of portfolio
|
Q4 2024
Added 268.32%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
12,138
shares
|
$310,490
0.22% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
12,128
shares
|
$310,234
0.2% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
12,092
shares
|
$309,313
0.39% of portfolio
|
Q4 2024
Reduced 21.67%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
11,985
shares
|
$306,576
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
11,973
shares
|
$306,269
0.01% of portfolio
|
Q4 2024
Added 200.53%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,876
shares
|
$303,788
0.07% of portfolio
|
Q4 2024
Added 295.87%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
11,828
shares
|
$302,560
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
11,795
shares
|
$301,716
0.07% of portfolio
|
Q4 2024
Added 199.37%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
11,749
shares
|
$300,539
0.07% of portfolio
|
Q4 2024
Added 201.95%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
11,735
shares
|
$300,181
0.04% of portfolio
|
Q4 2024
Added 207.2%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
11,678
shares
|
$298,723
0.09% of portfolio
|
Q4 2024
Added 200.13%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
11,678
shares
|
$298,723
0.29% of portfolio
|
Q1 2023
Added 2.07%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
11,597
shares
|
$296,651
0.01% of portfolio
|
Q4 2024
Added 270.63%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
11,583
shares
|
$296,293
0.05% of portfolio
|
Q4 2024
Added 210.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
11,578
shares
|
$296,165
0.03% of portfolio
|
Q4 2024
Added 198.25%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
11,479
shares
|
$293,632
0.14% of portfolio
|
Q4 2024
Added 200.03%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
11,436
shares
|
$292,532
0.2% of portfolio
|
Q4 2024
Added 206.27%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
11,361
shares
|
$290,614
0.05% of portfolio
|
Q4 2024
Added 198.82%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,349
shares
|
$290,307
0.01% of portfolio
|
Q2 2022
Reduced 4.2%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
11,327
shares
|
$289,744
0.62% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
11,308
shares
|
$289,258
0.19% of portfolio
|
Q4 2024
Added 201.23%
|