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 1,011 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 $7.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
21,032
shares
|
$563,447
0.02% of portfolio
|
Q4 2024
Added 199.56%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
20,925
shares
|
$560,580
0.04% of portfolio
|
Q4 2024
Added 200.65%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
20,891
shares
|
$559,669
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
20,787
shares
|
$556,883
0.08% of portfolio
|
Q4 2024
Added 152.36%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
20,499
shares
|
$549,168
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
20,413
shares
|
$546,864
0.24% of portfolio
|
Q4 2024
Added 193.33%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
20,382
shares
|
$546,033
0.05% of portfolio
|
Q4 2024
Added 133.79%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
20,340
shares
|
$544,908
0.38% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
20,334
shares
|
$544,747
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
20,091
shares
|
$538,237
0.9% of portfolio
|
Q4 2023
Added 6.87%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
19,929
shares
|
$533,897
0.05% of portfolio
|
Q4 2024
Added 182.24%
|
|
|
Lindenwold Advisors
|
Feb 10, 2025 Q4 2024 |
19,845
shares
|
$531,647
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
19,708
shares
|
$527,977
0.24% of portfolio
|
Q4 2024
Added 436.71%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
19,639
shares
|
$526,128
0.13% of portfolio
|
Q4 2024
Added 197.43%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
19,304
shares
|
$517,154
0.01% of portfolio
|
Q4 2024
Added 199.43%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
19,203
shares
|
$514,448
0.13% of portfolio
|
Q4 2024
Added 220.1%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
18,978
shares
|
$508,420
0.22% of portfolio
|
Q4 2024
Added 169.27%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
18,724
shares
|
$501,615
0.19% of portfolio
|
Q4 2024
Added 203.08%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
18,716
shares
|
$501,401
0.25% of portfolio
|
Q4 2024
Added 205.47%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Mar 18, 2025 Q4 2024 |
18,578
shares
|
$497,704
0.51% of portfolio
|
Q4 2024
Added 202.38%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
18,565
shares
|
$497,356
0.02% of portfolio
|
Q4 2024
Added 198.66%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
18,552
shares
|
$497,008
0.38% of portfolio
|
Q4 2024
Added 199.23%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
18,540
shares
|
$496,686
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
18,514
shares
|
$495,990
0.03% of portfolio
|
Q4 2024
Added 161.05%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
18,505
shares
|
$495,748
0.01% of portfolio
|
Q4 2024
Added 365.42%
|