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 |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
304,508
shares
|
$7.94 Million
2.78% of portfolio
|
Q4 2024
Added 198.92%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
303,603
shares
|
$7.91 Million
0.01% of portfolio
|
Q4 2024
Added 206.19%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
302,615
shares
|
$7.89 Million
2.96% of portfolio
|
Q4 2024
Added 239.84%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
302,569
shares
|
$7.89 Million
0.05% of portfolio
|
Q4 2024
Added 221.64%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
298,728
shares
|
$7.79 Million
0.66% of portfolio
|
Q4 2024
Added 191.73%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
298,027
shares
|
$7.77 Million
4.66% of portfolio
|
Q4 2024
Added 192.05%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
297,860
shares
|
$7.77 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
297,524
shares
|
$7.76 Million
0.12% of portfolio
|
Q4 2024
Added 211.87%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
289,878
shares
|
$7.56 Million
1.18% of portfolio
|
Q4 2024
Added 182.53%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
287,999
shares
|
$7.51 Million
1.54% of portfolio
|
Q4 2024
Added 239.58%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
285,175
shares
|
$7.43 Million
3.24% of portfolio
|
Q4 2024
Added 199.69%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
282,762
shares
|
$7.37 Million
2.03% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
281,616
shares
|
$7.34 Million
0.6% of portfolio
|
Q4 2024
Added 206.33%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
280,272
shares
|
$7.31 Million
0.48% of portfolio
|
Q4 2024
Added 195.09%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
279,906
shares
|
$7.3 Million
0.09% of portfolio
|
Q4 2024
Added 185.67%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
273,350
shares
|
$7.13 Million
0.92% of portfolio
|
Q4 2024
Added 162.63%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
273,135
shares
|
$7.12 Million
0.69% of portfolio
|
Q4 2024
Added 205.19%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
272,555
shares
|
$7.11 Million
1.15% of portfolio
|
Q4 2024
Added 197.0%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
268,405
shares
|
$7 Million
0.72% of portfolio
|
Q4 2024
Added 213.5%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
265,498
shares
|
$6.92 Million
6.31% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
265,230
shares
|
$6.91 Million
0.03% of portfolio
|
Q4 2024
Added 202.21%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
263,445
shares
|
$6.87 Million
1.09% of portfolio
|
Q4 2024
Added 198.98%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
261,582
shares
|
$6.82 Million
1.52% of portfolio
|
Q4 2024
Added 203.63%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
261,314
shares
|
$6.81 Million
3.44% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
260,533
shares
|
$6.79 Million
0.04% of portfolio
|
Q4 2024
Added 106.04%
|