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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
211,395
shares
|
$5.51 Million
0.09% of portfolio
|
Q4 2024
Added 199.38%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
210,955
shares
|
$5.5 Million
2.55% of portfolio
|
Q4 2024
Added 190.8%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
209,743
shares
|
$5.47 Million
2.24% of portfolio
|
Q4 2024
Added 199.3%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
208,059
shares
|
$5.42 Million
3.09% of portfolio
|
Q4 2024
Added 146.24%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
201,941
shares
|
$5.26 Million
0.52% of portfolio
|
Q4 2024
Added 187.57%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
201,092
shares
|
$5.24 Million
0.56% of portfolio
|
Q4 2024
Added 185.1%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
199,576
shares
|
$5.2 Million
0.13% of portfolio
|
Q4 2024
Added 183.92%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
198,841
shares
|
$5.18 Million
1.01% of portfolio
|
Q4 2024
Added 190.86%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
198,317
shares
|
$5.17 Million
0.22% of portfolio
|
Q4 2024
Added 215.72%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
197,856
shares
|
$5.16 Million
0.08% of portfolio
|
Q4 2024
Added 209.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
196,912
shares
|
$5.13 Million
0.41% of portfolio
|
Q4 2023
Added 5.09%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
196,309
shares
|
$5.12 Million
2.41% of portfolio
|
Q4 2024
Added 184.6%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
189,695
shares
|
$4.95 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
187,717
shares
|
$4.89 Million
1.41% of portfolio
|
Q4 2024
Added 574.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
185,819
shares
|
$4.84 Million
0.02% of portfolio
|
Q4 2024
Added 153.71%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
185,771
shares
|
$4.84 Million
4.73% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
184,067
shares
|
$4.8 Million
1.06% of portfolio
|
Q4 2024
Added 216.61%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
183,998
shares
|
$4.8 Million
0.97% of portfolio
|
Q4 2024
Added 180.66%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
183,845
shares
|
$4.79 Million
0.9% of portfolio
|
Q4 2024
Added 215.39%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
181,748
shares
|
$4.74 Million
1.24% of portfolio
|
Q4 2024
Added 275.8%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
179,901
shares
|
$4.69 Million
0.08% of portfolio
|
Q4 2024
Added 206.87%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
176,976
shares
|
$4.61 Million
1.58% of portfolio
|
Q4 2024
Added 222.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
174,372
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
173,385
shares
|
$4.52 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.79%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
173,043
shares
|
$4.51 Million
0.12% of portfolio
|
Q4 2024
Added 192.62%
|