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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,839
shares
|
$123,781
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,689
shares
|
$119,944
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
4,588
shares
|
$117,361
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
4,519
shares
|
$115,596
0.59% of portfolio
|
Q3 2022
Reduced 8.91%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
4,302
shares
|
$110,045
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
4,299
shares
|
$109,968
0.02% of portfolio
|
Q4 2024
Added 96.93%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
4,290
shares
|
$109,738
0.05% of portfolio
|
Q2 2023
Reduced 3.38%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,214
shares
|
$107,794
0.03% of portfolio
|
Q4 2023
Added 1.94%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
4,191
shares
|
$107,205
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
4,149
shares
|
$106,131
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,037
shares
|
$103,266
0.17% of portfolio
|
Q4 2022
Added 0.52%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
4,001
shares
|
$102,345
0.02% of portfolio
|
Q4 2021
Added 0.6%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,873
shares
|
$99,071
0.11% of portfolio
|
Q3 2022
Reduced 5.81%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
3,825
shares
|
$97,843
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
3,674
shares
|
$93,980
0.0% of portfolio
|
Q4 2024
Added 331.73%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
3,632
shares
|
$92,906
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,572
shares
|
$91,371
0.0% of portfolio
|
Q4 2022
Added 1.74%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
3,286
shares
|
$84,055
0.1% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,263
shares
|
$83,467
0.0% of portfolio
|
Q4 2024
Added 221.79%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
3,258
shares
|
$83,339
0.03% of portfolio
|
Q4 2024
Added 201.11%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
3,060
shares
|
$78,274
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,996
shares
|
$76,637
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,959
shares
|
$75,691
0.0% of portfolio
|
Q4 2024
Added 77.4%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,940
shares
|
$75,205
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,889
shares
|
$73,900
0.01% of portfolio
|
Q4 2024
Added 200.0%
|