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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
260,386
shares
|
$6.79 Million
1.22% of portfolio
|
Q4 2024
Added 213.24%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
259,550
shares
|
$6.77 Million
0.01% of portfolio
|
Q4 2024
Added 260.31%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
257,576
shares
|
$6.72 Million
2.46% of portfolio
|
Q4 2024
Added 191.67%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
254,010
shares
|
$6.62 Million
0.34% of portfolio
|
Q4 2024
Added 213.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
253,230
shares
|
$6.6 Million
0.25% of portfolio
|
Q4 2024
Added 1731.81%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
252,105
shares
|
$6.57 Million
1.79% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
249,454
shares
|
$6.5 Million
1.01% of portfolio
|
Q4 2024
Added 217.72%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
248,856
shares
|
$6.49 Million
3.42% of portfolio
|
Q4 2024
Added 196.65%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
247,097
shares
|
$6.44 Million
0.67% of portfolio
|
Q4 2024
Added 171.32%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
246,673
shares
|
$6.43 Million
1.84% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
245,912
shares
|
$6.41 Million
1.35% of portfolio
|
Q4 2024
Added 204.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
243,594
shares
|
$6.35 Million
0.01% of portfolio
|
Q4 2024
Added 201.58%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
239,455
shares
|
$6.24 Million
0.09% of portfolio
|
Q4 2024
Added 200.75%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
236,055
shares
|
$6.15 Million
4.42% of portfolio
|
Q4 2024
Added 198.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
235,939
shares
|
$6.15 Million
0.02% of portfolio
|
Q4 2024
Added 80.35%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
231,229
shares
|
$6.03 Million
0.04% of portfolio
|
Q4 2024
Added 304.12%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
228,380
shares
|
$5.95 Million
2.11% of portfolio
|
Q4 2024
Added 178.01%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
228,226
shares
|
$5.95 Million
0.78% of portfolio
|
Q4 2024
Added 207.38%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
226,537
shares
|
$5.91 Million
2.42% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
222,098
shares
|
$5.79 Million
1.07% of portfolio
|
Q4 2024
Added 197.58%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
221,628
shares
|
$5.78 Million
3.77% of portfolio
|
Q4 2024
Added 193.85%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
219,984
shares
|
$5.73 Million
1.51% of portfolio
|
Q4 2024
Added 202.48%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
219,828
shares
|
$5.73 Million
2.16% of portfolio
|
Q4 2024
Added 205.27%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
217,164
shares
|
$5.66 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
212,875
shares
|
$5.55 Million
2.31% of portfolio
|
Q4 2024
Added 196.36%
|