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 1,010 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 $7.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
59,401,539
shares
|
$1.66 Billion
3.47% of portfolio
|
Q4 2024
Added 129.09%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
28,594,739
shares
|
$799 Million
0.77% of portfolio
|
Q4 2024
Added 190.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
10,077,570
shares
|
$282 Million
0.39% of portfolio
|
Q4 2024
Added 209.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,584,801
shares
|
$212 Million
0.18% of portfolio
|
Q4 2024
Added 219.8%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
7,481,182
shares
|
$209 Million
2.94% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,714,292
shares
|
$188 Million
0.41% of portfolio
|
Q4 2024
Added 196.47%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,718,828
shares
|
$160 Million
5.7% of portfolio
|
Q4 2024
Added 195.32%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,342,093
shares
|
$121 Million
0.02% of portfolio
|
Q4 2024
Added 192.21%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
4,180,010
shares
|
$117 Million
7.44% of portfolio
|
Q4 2024
Added 203.94%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
3,345,175
shares
|
$93.5 Million
7.4% of portfolio
|
Q4 2024
Added 201.19%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
2,881,771
shares
|
$80.5 Million
2.82% of portfolio
|
Q4 2024
Added 196.85%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,592,106
shares
|
$72.4 Million
0.02% of portfolio
|
Q4 2024
Added 244.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,419,749
shares
|
$67.6 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,161,181
shares
|
$60.4 Million
0.1% of portfolio
|
Q4 2024
Added 205.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,127,139
shares
|
$59.4 Million
0.02% of portfolio
|
Q4 2024
Added 189.37%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,090,777
shares
|
$58.4 Million
0.86% of portfolio
|
Q4 2024
Added 187.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,066,258
shares
|
$57.7 Million
0.12% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,939,998
shares
|
$54.2 Million
6.43% of portfolio
|
Q4 2024
Added 194.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,685,863
shares
|
$47.1 Million
0.1% of portfolio
|
Q4 2024
Added 188.59%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
1,668,642
shares
|
$46.6 Million
3.78% of portfolio
|
Q4 2024
Added 303.64%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
1,640,241
shares
|
$45.8 Million
0.51% of portfolio
|
Q4 2024
Added 190.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,630,257
shares
|
$45.5 Million
0.02% of portfolio
|
Q4 2024
Added 202.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,600,788
shares
|
$44.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
1,516,709
shares
|
$42.4 Million
4.28% of portfolio
|
Q4 2024
Added 209.92%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
1,470,840
shares
|
$41.1 Million
3.63% of portfolio
|
Q4 2024
Added 156.72%
|