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 $7.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
90,764
shares
|
$2.41 Million
0.74% of portfolio
|
Q4 2024
Added 236.08%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
90,417
shares
|
$2.4 Million
0.24% of portfolio
|
Q4 2024
Added 201.28%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
89,984
shares
|
$2.38 Million
0.46% of portfolio
|
Q4 2024
Added 181.14%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
89,787
shares
|
$2.38 Million
1.26% of portfolio
|
Q4 2024
Added 196.51%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
89,336
shares
|
$2.37 Million
1.01% of portfolio
|
Q4 2024
Added 197.04%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
88,600
shares
|
$2.35 Million
0.97% of portfolio
|
Q4 2024
Added 178.7%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
87,415
shares
|
$2.32 Million
0.87% of portfolio
|
Q4 2024
Added 205.6%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
86,891
shares
|
$2.3 Million
0.07% of portfolio
|
Q4 2024
Added 201.9%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
86,573
shares
|
$2.29 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
85,284
shares
|
$2.26 Million
0.13% of portfolio
|
Q4 2024
Added 420.18%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
85,060
shares
|
$2.25 Million
0.02% of portfolio
|
Q4 2024
Added 220.64%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
84,259
shares
|
$2.23 Million
0.38% of portfolio
|
Q4 2024
Added 243.68%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
84,000
shares
|
$2.23 Million
0.82% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
83,876
shares
|
$2.22 Million
1.22% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
83,118
shares
|
$2.2 Million
0.02% of portfolio
|
Q4 2024
Added 213.45%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
82,146
shares
|
$2.18 Million
0.03% of portfolio
|
Q4 2024
Added 195.65%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
81,513
shares
|
$2.16 Million
0.21% of portfolio
|
Q4 2024
Added 197.84%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
81,150
shares
|
$2.15 Million
0.05% of portfolio
|
Q4 2024
Added 197.07%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
80,244
shares
|
$2.13 Million
0.73% of portfolio
|
Q4 2024
Added 345.45%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
80,211
shares
|
$2.13 Million
0.07% of portfolio
|
Q4 2024
Added 197.12%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
80,182
shares
|
$2.12 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
79,925
shares
|
$2.12 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
79,708
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Added 188.63%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
79,683
shares
|
$2.11 Million
1.5% of portfolio
|
Q4 2024
Added 199.26%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
79,013
shares
|
$2.09 Million
1.36% of portfolio
|
Q4 2024
Added 204.95%
|