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 |
|---|---|---|---|---|---|
|
Orca Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
37,178
shares
|
$985,217
0.99% of portfolio
|
Q4 2024
Added 171.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
37,099
shares
|
$983,123
0.02% of portfolio
|
Q4 2024
Added 144.12%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
37,095
shares
|
$983,017
0.0% of portfolio
|
Q4 2024
Added 203.98%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
36,867
shares
|
$976,975
0.61% of portfolio
|
Q4 2022
Added 10.73%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
36,737
shares
|
$973,530
0.01% of portfolio
|
Q4 2024
Added 202.34%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jan 23, 2025 Q4 2024 |
36,728
shares
|
$973,292
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
36,573
shares
|
$969,184
0.35% of portfolio
|
Q4 2024
Added 198.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
36,538
shares
|
$968,257
0.01% of portfolio
|
Q4 2024
Added 200.67%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
36,360
shares
|
$963,540
0.15% of portfolio
|
Q4 2024
Added 208.32%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
36,208
shares
|
$959,512
0.01% of portfolio
|
Q4 2024
Added 229.94%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Feb 10, 2025 Q4 2024 |
36,050
shares
|
$955,325
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
35,765
shares
|
$947,772
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
35,703
shares
|
$946,129
0.47% of portfolio
|
Q4 2024
Added 192.24%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
35,652
shares
|
$944,778
0.12% of portfolio
|
Q4 2024
Added 329.54%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
35,522
shares
|
$941,333
0.34% of portfolio
|
Q4 2024
Added 190.9%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
35,502
shares
|
$940,803
0.53% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
34,996
shares
|
$927,394
0.54% of portfolio
|
Q4 2024
Added 200.76%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
34,981
shares
|
$926,996
0.27% of portfolio
|
Q4 2024
Added 152.55%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
34,650
shares
|
$918,225
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
34,581
shares
|
$916,396
0.33% of portfolio
|
Q4 2024
Added 193.11%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
34,356
shares
|
$910,434
0.01% of portfolio
|
Q4 2024
Added 201.82%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
34,265
shares
|
$908,022
0.07% of portfolio
|
Q4 2024
Added 211.27%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
34,225
shares
|
$906,962
0.07% of portfolio
|
Q4 2024
Added 205.25%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
34,200
shares
|
$906,300
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
34,035
shares
|
$901,927
0.81% of portfolio
|
Q4 2024
Added 198.5%
|