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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
16,389
shares
|
$439,061
0.05% of portfolio
|
Q4 2024
Added 195.51%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
16,362
shares
|
$438,337
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
16,227
shares
|
$434,721
0.26% of portfolio
|
Q4 2022
Reduced 0.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,846
shares
|
$424,514
0.0% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jan 23, 2025 Q4 2024 |
15,775
shares
|
$422,612
0.27% of portfolio
|
Q4 2024
Added 201.11%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
15,737
shares
|
$421,594
0.08% of portfolio
|
Q4 2024
Added 205.45%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
15,548
shares
|
$416,530
0.03% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
15,403
shares
|
$412,646
0.23% of portfolio
|
Q4 2024
Added 199.9%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
15,365
shares
|
$411,628
0.12% of portfolio
|
Q4 2024
Added 171.27%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
15,298
shares
|
$409,833
0.03% of portfolio
|
Q4 2024
Added 221.05%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
15,268
shares
|
$409,029
0.25% of portfolio
|
Q4 2024
Added 196.06%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
15,261
shares
|
$408,842
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
15,090
shares
|
$404,261
0.08% of portfolio
|
Q4 2024
Added 184.93%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
15,027
shares
|
$402,573
0.03% of portfolio
|
Q4 2024
Added 154.69%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
15,000
shares
|
$401,850
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$401,850
0.2% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,997
shares
|
$401,769
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
14,962
shares
|
$400,831
0.52% of portfolio
|
Q4 2024
Added 201.23%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,946
shares
|
$400,403
0.13% of portfolio
|
Q4 2023
Reduced 0.03%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
14,925
shares
|
$399,840
0.29% of portfolio
|
Q4 2024
Added 201.76%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
14,870
shares
|
$398,367
0.12% of portfolio
|
Q4 2024
Added 200.53%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
14,637
shares
|
$392,125
0.13% of portfolio
|
Q4 2024
Added 261.68%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
14,610
shares
|
$391,401
0.03% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
14,561
shares
|
$390,089
0.02% of portfolio
|
Q4 2024
Added 200.16%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
14,550
shares
|
$389,794
0.1% of portfolio
|
Q4 2024
Added 196.94%
|