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 |
|---|---|---|---|---|---|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
11,230
shares
|
$287,263
0.04% of portfolio
|
Q4 2024
Added 168.79%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
11,163
shares
|
$285,549
0.04% of portfolio
|
Q4 2024
Added 239.3%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
11,148
shares
|
$285,165
0.05% of portfolio
|
Q4 2024
Added 191.76%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
11,145
shares
|
$285,089
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
11,108
shares
|
$284,142
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
11,103
shares
|
$284,014
0.07% of portfolio
|
Q4 2024
Added 205.78%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,079
shares
|
$283,400
0.04% of portfolio
|
Q4 2024
Added 198.63%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
10,945
shares
|
$279,973
0.02% of portfolio
|
Q4 2024
Added 197.01%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jan 29, 2025 Q4 2024 |
10,887
shares
|
$278,489
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,880
shares
|
$278,310
0.03% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
10,872
shares
|
$278,105
0.23% of portfolio
|
Q4 2024
Added 205.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,801
shares
|
$276,289
0.02% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
10,786
shares
|
$275,905
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
10,750
shares
|
$274,985
0.1% of portfolio
|
Q4 2024
Added 197.37%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
10,742
shares
|
$274,780
0.02% of portfolio
|
Q4 2024
Added 199.89%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
10,735
shares
|
$274,601
0.01% of portfolio
|
Q4 2024
Added 224.42%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,713
shares
|
$274,038
0.05% of portfolio
|
Q4 2024
Added 245.69%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
10,555
shares
|
$269,996
0.06% of portfolio
|
Q4 2024
Added 199.94%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
10,513
shares
|
$268,922
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,383
shares
|
$265,597
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
10,356
shares
|
$264,906
0.13% of portfolio
|
Q4 2024
Added 202.72%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
10,276
shares
|
$262,860
0.08% of portfolio
|
Q4 2024
Added 117.34%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
10,198
shares
|
$260,864
0.0% of portfolio
|
Q4 2024
Added 130.83%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,067
shares
|
$257,513
0.2% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
10,064
shares
|
$257,437
0.02% of portfolio
|
Q4 2024
Added 199.97%
|