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 |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
8,877
shares
|
$227,073
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,781
shares
|
$224,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
8,732
shares
|
$223,364
0.01% of portfolio
|
Q4 2024
Added 36.18%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
8,673
shares
|
$221,855
0.16% of portfolio
|
Q4 2024
Added 149.01%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
8,670
shares
|
$221,778
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
8,669
shares
|
$221,753
0.05% of portfolio
|
Q4 2024
Added 209.61%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
8,655
shares
|
$221,394
0.01% of portfolio
|
Q3 2023
Reduced 3.88%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
8,644
shares
|
$221,113
0.13% of portfolio
|
Q4 2024
Added 202.45%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,613
shares
|
$220,320
0.0% of portfolio
|
Q4 2024
Added 183.14%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
8,498
shares
|
$217,378
0.02% of portfolio
|
Q4 2024
Added 221.04%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
8,431
shares
|
$215,664
0.0% of portfolio
|
Q4 2024
Added 1931.57%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
8,415
shares
|
$215,255
0.01% of portfolio
|
Q4 2024
Added 186.91%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
8,247
shares
|
$210,958
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
8,244
shares
|
$210,881
0.05% of portfolio
|
Q4 2024
Added 178.61%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,191
shares
|
$209,525
0.05% of portfolio
|
Q4 2022
Reduced 1.16%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
8,175
shares
|
$209,116
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
8,148
shares
|
$208,425
0.04% of portfolio
|
Q4 2024
Added 199.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,124
shares
|
$207,811
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
8,102
shares
|
$207,249
0.16% of portfolio
|
Q4 2024
Added 201.08%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
8,094
shares
|
$207,044
0.09% of portfolio
|
Q4 2024
Added 200.11%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
8,041
shares
|
$205,688
0.06% of portfolio
|
Q4 2024
Added 206.44%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
8,034
shares
|
$205,509
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
7,971
shares
|
$203,898
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
7,896
shares
|
$201,979
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
7,893
shares
|
$201,902
0.01% of portfolio
|
Q4 2024
Added 200.0%
|