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 965 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $4.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
102,600
shares
|
$2.97 Million
1.21% of portfolio
|
Q3 2024
Reduced 73.81%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
102,391
shares
|
$2.96 Million
5.23% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
102,045
shares
|
$2.95 Million
4.92% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
101,842
shares
|
$2.95 Million
4.22% of portfolio
|
Q4 2023
Reduced 1.49%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
100,713
shares
|
$2.91 Million
2.23% of portfolio
|
Q2 2023
Reduced 0.43%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
99,468
shares
|
$2.88 Million
0.45% of portfolio
|
Q4 2024
Added 198.9%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
98,646
shares
|
$2.85 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
97,984
shares
|
$2.84 Million
0.1% of portfolio
|
Q3 2024
Reduced 25.35%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
96,528
shares
|
$2.79 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
95,679
shares
|
$2.77 Million
0.5% of portfolio
|
Q4 2024
Added 178.35%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
95,663
shares
|
$2.77 Million
0.15% of portfolio
|
Q4 2024
Added 183.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
95,400
shares
|
$2.76 Million
0.12% of portfolio
|
Q3 2024
Added 9262.12%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
95,028
shares
|
$2.75 Million
0.5% of portfolio
|
Q4 2024
Added 158.76%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
94,978
shares
|
$2.75 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
94,072
shares
|
$2.72 Million
0.05% of portfolio
|
Q3 2024
Added 34.85%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
93,625
shares
|
$2.71 Million
0.04% of portfolio
|
Q4 2024
Added 226.82%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
92,171
shares
|
$2.67 Million
0.28% of portfolio
|
Q4 2024
Added 204.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
92,122
shares
|
$2.67 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
91,932
shares
|
$2.66 Million
0.59% of portfolio
|
Q3 2024
Added 101.46%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
91,769
shares
|
$2.66 Million
1.19% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
91,072
shares
|
$2.64 Million
0.82% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
89,984
shares
|
$2.6 Million
0.46% of portfolio
|
Q4 2024
Added 181.14%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
89,787
shares
|
$2.6 Million
1.26% of portfolio
|
Q4 2024
Added 196.51%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
89,496
shares
|
$2.59 Million
0.83% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
89,336
shares
|
$2.59 Million
1.01% of portfolio
|
Q4 2024
Added 197.04%
|