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 |
|---|---|---|---|---|---|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
52,059
shares
|
$1.38 Million
0.71% of portfolio
|
Q4 2024
Added 232.67%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
52,007
shares
|
$1.38 Million
1.97% of portfolio
|
Q2 2023
Added 62.67%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
51,821
shares
|
$1.37 Million
0.44% of portfolio
|
Q4 2024
Added 215.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
51,799
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Added 241.82%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
51,774
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2024
Added 201.17%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
51,307
shares
|
$1.36 Million
0.23% of portfolio
|
Q4 2024
Added 342.15%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
50,811
shares
|
$1.35 Million
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
50,406
shares
|
$1.34 Million
0.43% of portfolio
|
Q4 2024
Added 179.51%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
50,318
shares
|
$1.33 Million
0.76% of portfolio
|
Q4 2024
Added 189.22%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
50,210
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2024
Added 242.92%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
49,998
shares
|
$1.32 Million
0.32% of portfolio
|
Q3 2022
Reduced 6.63%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
49,945
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 186.37%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
49,695
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Added 215.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
49,467
shares
|
$1.31 Million
0.29% of portfolio
|
Q4 2022
Reduced 2.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
49,296
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 44.88%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
49,210
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2024
Added 212.92%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
48,397
shares
|
$1.28 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
48,153
shares
|
$1.28 Million
0.25% of portfolio
|
Q4 2024
Added 191.78%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
48,083
shares
|
$1.27 Million
0.12% of portfolio
|
Q4 2024
Added 207.44%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
47,826
shares
|
$1.27 Million
0.19% of portfolio
|
Q4 2024
Added 197.87%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
47,690
shares
|
$1.26 Million
0.37% of portfolio
|
Q4 2024
Added 176.37%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
47,562
shares
|
$1.26 Million
1.67% of portfolio
|
Q4 2024
Added 231.86%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
47,547
shares
|
$1.26 Million
0.71% of portfolio
|
Q4 2024
Added 204.71%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
47,491
shares
|
$1.26 Million
1.58% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
46,801
shares
|
$1.24 Million
0.62% of portfolio
|
Q4 2024
Added 162.13%
|