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 275 Million shares, which have been reported (via 13F filing form) to have a value of $7.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
138,207
shares
|
$3.62 Million
0.77% of portfolio
|
Q4 2024
Added 196.65%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
137,659
shares
|
$3.6 Million
0.55% of portfolio
|
Q4 2024
Added 1693.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
136,305
shares
|
$3.57 Million
0.02% of portfolio
|
Q4 2024
Added 224.7%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
136,195
shares
|
$3.56 Million
0.57% of portfolio
|
Q4 2024
Added 198.48%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
134,950
shares
|
$3.53 Million
0.07% of portfolio
|
Q4 2024
Added 201.19%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
134,789
shares
|
$3.53 Million
0.08% of portfolio
|
Q4 2024
Added 93.45%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
133,225
shares
|
$3.49 Million
0.47% of portfolio
|
Q4 2024
Added 215.49%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
132,535
shares
|
$3.47 Million
1.72% of portfolio
|
Q4 2024
Added 198.5%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
132,265
shares
|
$3.46 Million
0.91% of portfolio
|
Q4 2024
Added 209.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
131,888
shares
|
$3.45 Million
0.02% of portfolio
|
Q4 2024
Added 170.08%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
131,781
shares
|
$3.45 Million
0.8% of portfolio
|
Q4 2024
Added 179.51%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
131,416
shares
|
$3.44 Million
1.65% of portfolio
|
Q4 2024
Added 188.97%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
127,591
shares
|
$3.34 Million
0.74% of portfolio
|
Q4 2024
Added 160.82%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
127,427
shares
|
$3.33 Million
0.29% of portfolio
|
Q4 2024
Added 177.79%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
127,141
shares
|
$3.33 Million
1.71% of portfolio
|
Q4 2024
Added 95.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
125,883
shares
|
$3.29 Million
0.0% of portfolio
|
Q4 2024
Added 260.37%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
125,689
shares
|
$3.29 Million
0.29% of portfolio
|
Q4 2024
Added 195.35%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
125,555
shares
|
$3.29 Million
0.25% of portfolio
|
Q4 2024
Added 203.3%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
125,121
shares
|
$3.27 Million
1.19% of portfolio
|
Q4 2024
Added 203.97%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
124,818
shares
|
$3.27 Million
0.4% of portfolio
|
Q4 2024
Added 1353.06%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
124,515
shares
|
$3.26 Million
0.54% of portfolio
|
Q4 2024
Added 224.76%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
123,460
shares
|
$3.23 Million
0.41% of portfolio
|
Q4 2024
Added 173.79%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
121,301
shares
|
$3.17 Million
0.07% of portfolio
|
Q4 2024
Added 128.61%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
120,311
shares
|
$3.15 Million
2.31% of portfolio
|
Q4 2024
Added 190.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
118,290
shares
|
$3.1 Million
0.12% of portfolio
|
Q4 2024
Added 355.14%
|