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 $7.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
2,880
shares
|
$73,670
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
2,852
shares
|
$72,954
0.02% of portfolio
|
Q4 2024
Added 176.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2,812
shares
|
$71,930
0.0% of portfolio
|
Q4 2024
Added 199.79%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,799
shares
|
$71,598
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
2,772
shares
|
$70,907
0.03% of portfolio
|
Q4 2024
Added 209.03%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
2,682
shares
|
$68,605
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
2,640
shares
|
$67,531
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
2,622
shares
|
$67,070
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
2,460
shares
|
$62,926
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,400
shares
|
$61,391
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,322
shares
|
$59,396
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
2,207
shares
|
$56,455
0.02% of portfolio
|
Q4 2024
Added 200.27%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
2,168
shares
|
$55,457
0.04% of portfolio
|
Q4 2024
Added 238.75%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
2,124
shares
|
$54,331
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
2,109
shares
|
$53,948
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,086
shares
|
$53,359
0.0% of portfolio
|
Q4 2024
Added 980.83%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
2,032
shares
|
$51,978
0.01% of portfolio
|
Q4 2024
Added 154.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
2,004
shares
|
$51,262
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,869
shares
|
$47,809
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,824
shares
|
$46,657
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,818
shares
|
$46,504
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,811
shares
|
$46,325
0.01% of portfolio
|
Q4 2024
Added 136.42%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
1,792
shares
|
$45,839
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,768
shares
|
$45,225
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,728
shares
|
$44,202
0.01% of portfolio
|
Q4 2024
New holding
|