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 |
|---|---|---|---|---|---|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
18,470
shares
|
$494,811
0.11% of portfolio
|
Q4 2024
Added 193.78%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
18,221
shares
|
$488,140
0.31% of portfolio
|
Q4 2024
Added 205.93%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
18,180
shares
|
$487,042
0.58% of portfolio
|
Q4 2024
Added 200.5%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
18,162
shares
|
$486,559
0.02% of portfolio
|
Q4 2024
Added 18.83%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
18,063
shares
|
$483,907
0.14% of portfolio
|
Q4 2024
Added 184.59%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
18,014
shares
|
$482,595
0.33% of portfolio
|
Q4 2024
Added 201.24%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
17,911
shares
|
$479,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
17,568
shares
|
$470,646
0.13% of portfolio
|
Q4 2024
Added 201.23%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
17,467
shares
|
$467,940
0.0% of portfolio
|
Q4 2024
Added 226.91%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
17,441
shares
|
$467,244
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
17,400
shares
|
$466,146
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
17,357
shares
|
$464,994
0.16% of portfolio
|
Q4 2024
Added 199.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
17,264
shares
|
$462,502
0.01% of portfolio
|
Q4 2024
Added 238.84%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
17,207
shares
|
$460,975
0.87% of portfolio
|
Q2 2022
Added 0.3%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
17,100
shares
|
$458,109
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
17,058
shares
|
$456,983
0.85% of portfolio
|
Q1 2023
Added 0.16%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
16,836
shares
|
$451,036
0.15% of portfolio
|
Q4 2024
Added 197.61%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
16,825
shares
|
$450,741
0.35% of portfolio
|
Q4 2024
Added 200.29%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
16,821
shares
|
$450,634
0.19% of portfolio
|
Q2 2023
Reduced 10.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
16,781
shares
|
$449,562
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
16,760
shares
|
$449,000
0.25% of portfolio
|
Q4 2024
Added 198.22%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
16,662
shares
|
$446,374
0.46% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
16,607
shares
|
$444,901
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,470
shares
|
$441,231
0.0% of portfolio
|
Q4 2024
Added 562.78%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
16,428
shares
|
$440,106
0.0% of portfolio
|
Q4 2024
Added 179.25%
|