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 |
|---|---|---|---|---|---|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,829
shares
|
$174,685
0.3% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
6,648
shares
|
$170,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
6,642
shares
|
$169,902
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,558
shares
|
$167,753
0.04% of portfolio
|
Q3 2023
Reduced 5.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,539
shares
|
$167,267
0.0% of portfolio
|
Q4 2024
Reduced 63.65%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,391
shares
|
$163,481
0.16% of portfolio
|
Q2 2022
Reduced 6.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,370
shares
|
$162,944
0.02% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
6,240
shares
|
$159,619
0.14% of portfolio
|
Q4 2024
Added 200.58%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
6,200
shares
|
$158,596
0.03% of portfolio
|
Q4 2021
Added 1.47%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
6,171
shares
|
$157,854
0.01% of portfolio
|
Q4 2024
Added 192.88%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
6,144
shares
|
$157,163
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
6,024
shares
|
$154,093
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
5,973
shares
|
$152,789
0.03% of portfolio
|
Q4 2024
Added 201.21%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
5,907
shares
|
$151,101
0.07% of portfolio
|
Q4 2024
Added 242.83%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
5,817
shares
|
$148,798
0.82% of portfolio
|
Q4 2023
Added 31.37%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,772
shares
|
$147,647
0.01% of portfolio
|
Q4 2024
Added 210.49%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,700
shares
|
$145,806
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
5,696
shares
|
$145,703
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
5,426
shares
|
$138,797
0.03% of portfolio
|
Q4 2024
Added 199.94%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
5,205
shares
|
$133,143
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
5,155
shares
|
$131,864
0.02% of portfolio
|
Q4 2024
Added 200.06%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
5,136
shares
|
$131,378
0.24% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
5,115
shares
|
$130,841
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,860
shares
|
$124,318
0.0% of portfolio
|
Q2 2023
Added 6.03%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
4,845
shares
|
$123,935
0.11% of portfolio
|
Q4 2024
Added 200.0%
|