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 |
|---|---|---|---|---|---|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
375,671
shares
|
$9.79 Million
1.65% of portfolio
|
Q4 2024
Added 197.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
374,985
shares
|
$9.78 Million
0.03% of portfolio
|
Q4 2024
Added 206.09%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
370,764
shares
|
$9.67 Million
0.26% of portfolio
|
Q4 2024
Added 199.9%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
369,205
shares
|
$9.63 Million
3.1% of portfolio
|
Q4 2024
Added 197.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
365,567
shares
|
$9.53 Million
0.16% of portfolio
|
Q4 2024
Added 180.88%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
365,402
shares
|
$9.53 Million
1.9% of portfolio
|
Q4 2024
Added 215.94%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
365,008
shares
|
$9.52 Million
1.27% of portfolio
|
Q4 2024
Added 218.68%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
363,625
shares
|
$9.48 Million
0.47% of portfolio
|
Q4 2024
Added 197.63%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
359,778
shares
|
$9.38 Million
4.23% of portfolio
|
Q4 2024
Added 204.79%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
359,713
shares
|
$9.38 Million
1.05% of portfolio
|
Q4 2024
Added 208.38%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
357,674
shares
|
$9.32 Million
4.71% of portfolio
|
Q4 2024
Added 203.46%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
352,206
shares
|
$9.18 Million
1.01% of portfolio
|
Q1 2023
Reduced 3.47%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
349,996
shares
|
$9.12 Million
3.31% of portfolio
|
Q4 2024
Added 209.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
340,977
shares
|
$8.89 Million
0.03% of portfolio
|
Q4 2024
Added 204.51%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
340,182
shares
|
$8.87 Million
4.07% of portfolio
|
Q4 2024
Added 197.37%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
339,599
shares
|
$8.85 Million
5.09% of portfolio
|
Q4 2024
Added 198.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
334,864
shares
|
$8.73 Million
0.35% of portfolio
|
Q4 2024
Added 203.29%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
332,633
shares
|
$8.67 Million
0.09% of portfolio
|
Q4 2024
Added 200.63%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
331,284
shares
|
$8.64 Million
4.69% of portfolio
|
Q4 2024
Added 206.61%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Feb 04, 2025 Q4 2024 |
329,759
shares
|
$8.6 Million
6.13% of portfolio
|
Q4 2024
Added 182.08%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
329,647
shares
|
$8.59 Million
1.29% of portfolio
|
Q4 2024
Added 197.25%
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
322,719
shares
|
$8.41 Million
8.93% of portfolio
|
Q4 2024
Added 204.65%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
322,319
shares
|
$8.4 Million
1.02% of portfolio
|
Q4 2024
Added 201.31%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
310,469
shares
|
$8.09 Million
0.65% of portfolio
|
Q4 2024
Added 207.37%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
310,056
shares
|
$8.08 Million
4.98% of portfolio
|
Q4 2024
Added 202.82%
|