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 |
|---|---|---|---|---|---|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,668
shares
|
$42,667
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
1,665
shares
|
$42,590
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,650
shares
|
$42,207
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,579
shares
|
$40,390
0.0% of portfolio
|
Q4 2024
Added 201.34%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,560
shares
|
$39,904
0.01% of portfolio
|
Q4 2024
Added 181.08%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,512
shares
|
$38,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,476
shares
|
$37,756
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,395
shares
|
$35,684
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,394
shares
|
$35,658
0.01% of portfolio
|
Q2 2024
Added 155.78%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,323
shares
|
$33,842
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,320
shares
|
$33,765
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,309
shares
|
$33,484
0.01% of portfolio
|
Q4 2024
Added 180.3%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,302
shares
|
$33,305
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
1,282
shares
|
$32,793
0.03% of portfolio
|
Q4 2024
Added 200.23%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,246
shares
|
$31,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,241
shares
|
$31,744
0.01% of portfolio
|
Q4 2024
Added 200.48%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
1,089
shares
|
$27,856
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,077
shares
|
$27,549
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
1,050
shares
|
$26,859
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,029
shares
|
$26,321
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
984
shares
|
$25,170
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
960
shares
|
$24,556
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
952
shares
|
$24,352
0.02% of portfolio
|
Q4 2024
Added 182.49%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
951
shares
|
$24,326
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
945
shares
|
$24,173
0.02% of portfolio
|
Q4 2022
Added 0.43%
|