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 |
|---|---|---|---|---|---|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
7,875
shares
|
$201,442
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
7,851
shares
|
$200,828
0.05% of portfolio
|
Q4 2024
Added 201.27%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
7,806
shares
|
$199,677
0.02% of portfolio
|
Q4 2024
Added 199.42%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
7,749
shares
|
$198,219
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
7,722
shares
|
$197,528
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
7,721
shares
|
$197,503
0.01% of portfolio
|
Q4 2024
Added 203.62%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
7,680
shares
|
$196,454
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
7,656
shares
|
$195,840
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
7,612
shares
|
$194,714
0.0% of portfolio
|
Q4 2024
Added 200.16%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
7,566
shares
|
$193,538
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
7,500
shares
|
$191,850
0.03% of portfolio
|
Q4 2024
Added 185.71%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
7,470
shares
|
$191,082
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
7,461
shares
|
$190,852
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
7,441
shares
|
$190,340
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
7,412
shares
|
$189,598
0.06% of portfolio
|
Q4 2024
Added 201.18%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
7,374
shares
|
$188,626
0.09% of portfolio
|
Q4 2024
Added 187.04%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,335
shares
|
$187,629
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
7,285
shares
|
$186,350
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
7,282
shares
|
$186,273
0.14% of portfolio
|
Q4 2024
Added 110.65%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
7,257
shares
|
$185,634
0.12% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
7,229
shares
|
$184,917
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,079
shares
|
$181,080
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
7,032
shares
|
$179,878
0.1% of portfolio
|
Q4 2024
Added 170.98%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
6,987
shares
|
$178,727
0.06% of portfolio
|
Q4 2024
Added 169.98%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
6,925
shares
|
$177,141
0.0% of portfolio
|
Q4 2024
Added 430.65%
|