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 $7.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
657,349
shares
|
$17.1 Million
0.14% of portfolio
|
Q4 2024
Added 650.19%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
654,216
shares
|
$17.1 Million
0.64% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
644,951
shares
|
$16.8 Million
0.04% of portfolio
|
Q4 2024
Added 209.24%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
641,834
shares
|
$16.7 Million
5.43% of portfolio
|
Q4 2024
Added 200.15%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
623,369
shares
|
$16.3 Million
0.86% of portfolio
|
Q4 2024
Added 211.32%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
623,035
shares
|
$16.2 Million
1.62% of portfolio
|
Q4 2024
Added 200.58%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
615,069
shares
|
$16 Million
8.13% of portfolio
|
Q4 2024
Added 763.02%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
582,375
shares
|
$15.2 Million
3.43% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
568,894
shares
|
$14.8 Million
6.16% of portfolio
|
Q4 2024
Added 178.24%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
565,267
shares
|
$14.7 Million
1.27% of portfolio
|
Q4 2024
Added 200.97%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
563,106
shares
|
$14.7 Million
0.15% of portfolio
|
Q4 2024
Added 206.24%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
560,380
shares
|
$14.6 Million
2.24% of portfolio
|
Q4 2024
Added 199.27%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
534,134
shares
|
$13.9 Million
1.33% of portfolio
|
Q4 2024
Added 189.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
533,200
shares
|
$13.9 Million
0.0% of portfolio
|
Q4 2024
Added 185.86%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
522,289
shares
|
$13.6 Million
3.13% of portfolio
|
Q4 2024
Added 195.89%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
518,409
shares
|
$13.5 Million
0.43% of portfolio
|
Q4 2024
Added 171.71%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
516,278
shares
|
$13.5 Million
1.97% of portfolio
|
Q4 2024
Added 198.39%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
509,400
shares
|
$13.3 Million
3.36% of portfolio
|
Q4 2024
Added 218.31%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
508,035
shares
|
$13.2 Million
0.11% of portfolio
|
Q4 2024
Added 190.51%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
505,792
shares
|
$13.2 Million
3.74% of portfolio
|
Q4 2024
Added 196.71%
|
|
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
501,581
shares
|
$13.1 Million
13.8% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
494,520
shares
|
$12.9 Million
0.03% of portfolio
|
Q4 2024
Added 213.4%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
494,039
shares
|
$12.9 Million
0.55% of portfolio
|
Q4 2024
Added 200.73%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
485,841
shares
|
$12.7 Million
3.05% of portfolio
|
Q4 2024
Added 196.24%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
483,959
shares
|
$12.6 Million
8.53% of portfolio
|
Q4 2024
Added 184.05%
|