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 |
|---|---|---|---|---|---|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
46,749
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
46,683
shares
|
$1.24 Million
0.29% of portfolio
|
Q4 2024
Added 197.97%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
45,297
shares
|
$1.2 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
45,122
shares
|
$1.2 Million
0.12% of portfolio
|
Q4 2024
Added 188.28%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
45,030
shares
|
$1.19 Million
0.64% of portfolio
|
Q4 2024
Added 282.94%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
45,010
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 194.86%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
44,889
shares
|
$1.19 Million
1.34% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
44,820
shares
|
$1.19 Million
0.71% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
44,471
shares
|
$1.18 Million
0.81% of portfolio
|
Q4 2024
Added 209.64%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
44,089
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2024
Added 191.48%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
43,923
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 297.17%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
42,996
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2024
Added 195.16%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
42,816
shares
|
$1.13 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
42,657
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Added 18.34%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
42,383
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 203.19%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
42,154
shares
|
$1.12 Million
0.18% of portfolio
|
Q4 2024
Added 164.02%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
42,053
shares
|
$1.11 Million
1.11% of portfolio
|
Q1 2023
Reduced 9.37%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
41,935
shares
|
$1.11 Million
0.49% of portfolio
|
Q4 2024
Added 103.02%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
41,924
shares
|
$1.11 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
41,881
shares
|
$1.11 Million
0.48% of portfolio
|
Q4 2024
Added 173.91%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
41,773
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2022
Added 14.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
41,754
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Added 202.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
41,505
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Added 212.91%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
41,001
shares
|
$1.09 Million
0.39% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
40,971
shares
|
$1.09 Million
0.22% of portfolio
|
Q4 2024
Added 205.66%
|