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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
14,353
shares
|
$384,516
0.24% of portfolio
|
Q4 2024
Added 197.41%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
14,054
shares
|
$376,506
0.05% of portfolio
|
Q4 2024
Added 271.31%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
14,048
shares
|
$376,345
0.06% of portfolio
|
Q4 2024
Added 165.36%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
13,850
shares
|
$371,041
0.34% of portfolio
|
Q4 2024
Added 186.75%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
13,841
shares
|
$370,800
0.03% of portfolio
|
Q4 2024
Added 319.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
13,779
shares
|
$369,139
0.0% of portfolio
|
Q4 2024
Added 255.59%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
13,628
shares
|
$365,094
0.8% of portfolio
|
Q4 2024
Added 180.58%
|
|
|
Berkeley, Inc
Boise, ID |
Mar 05, 2025 Q4 2024 |
13,604
shares
|
$364,451
0.2% of portfolio
|
Q4 2024
Added 190.37%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
13,601
shares
|
$364,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
13,597
shares
|
$364,263
0.97% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
13,542
shares
|
$362,790
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
13,463
shares
|
$360,673
0.3% of portfolio
|
Q4 2024
Added 200.71%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
13,446
shares
|
$360,218
0.15% of portfolio
|
Q4 2024
Added 142.05%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,417
shares
|
$359,441
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
13,278
shares
|
$355,717
0.0% of portfolio
|
Q4 2024
Added 322.06%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
13,141
shares
|
$352,047
0.05% of portfolio
|
Q4 2024
Added 218.42%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
13,134
shares
|
$351,859
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
13,118
shares
|
$351,431
0.09% of portfolio
|
Q4 2024
Added 217.78%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
13,067
shares
|
$350,064
0.14% of portfolio
|
Q4 2024
Added 185.87%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
13,011
shares
|
$348,564
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
12,990
shares
|
$348,002
0.0% of portfolio
|
Q4 2024
Added 200.69%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
12,982
shares
|
$347,787
0.08% of portfolio
|
Q4 2024
Added 197.82%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
12,863
shares
|
$344,599
0.25% of portfolio
|
Q4 2024
Added 201.31%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
12,793
shares
|
$342,724
0.01% of portfolio
|
Q4 2024
Added 200.66%
|