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 |
|---|---|---|---|---|---|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
118,028
shares
|
$3.09 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
117,840
shares
|
$3.08 Million
0.08% of portfolio
|
Q4 2024
Added 198.57%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
117,226
shares
|
$3.07 Million
0.05% of portfolio
|
Q4 2024
Added 169.16%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
115,813
shares
|
$3.03 Million
0.55% of portfolio
|
Q4 2024
Added 150.2%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
115,741
shares
|
$3.03 Million
1.72% of portfolio
|
Q4 2024
Added 198.83%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
115,595
shares
|
$3.03 Million
0.19% of portfolio
|
Q4 2024
Added 220.04%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
115,411
shares
|
$3.02 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
115,341
shares
|
$3.02 Million
2.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
115,000
shares
|
$3.01 Million
0.5% of portfolio
|
Q4 2024
Added 194.43%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
113,779
shares
|
$2.98 Million
0.87% of portfolio
|
Q4 2024
Added 238.92%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
113,545
shares
|
$2.97 Million
1.48% of portfolio
|
Q4 2024
Added 190.0%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
113,120
shares
|
$2.96 Million
0.25% of portfolio
|
Q4 2024
Added 201.84%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
112,352
shares
|
$2.94 Million
0.68% of portfolio
|
Q4 2024
Added 170.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
111,821
shares
|
$2.93 Million
0.04% of portfolio
|
Q4 2024
Added 188.25%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
111,588
shares
|
$2.92 Million
0.36% of portfolio
|
Q4 2024
Added 201.01%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
110,827
shares
|
$2.9 Million
1.59% of portfolio
|
Q4 2024
Added 207.38%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
110,237
shares
|
$2.88 Million
1.3% of portfolio
|
Q4 2024
Added 198.98%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
108,625
shares
|
$2.84 Million
0.87% of portfolio
|
Q4 2024
Added 199.25%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
107,603
shares
|
$2.82 Million
0.04% of portfolio
|
Q4 2024
Added 2390.81%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
107,260
shares
|
$2.81 Million
0.83% of portfolio
|
Q4 2024
Added 197.81%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
106,950
shares
|
$2.8 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
106,717
shares
|
$2.79 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
106,138
shares
|
$2.78 Million
0.06% of portfolio
|
Q4 2024
Added 199.68%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
105,252
shares
|
$2.75 Million
0.28% of portfolio
|
Q4 2024
Added 176.26%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
105,217
shares
|
$2.75 Million
1.14% of portfolio
|
Q2 2023
Added 1.31%
|