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 950 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
252,682
shares
|
$7.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
252,105
shares
|
$7.08 Million
1.79% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
250,364
shares
|
$7.03 Million
0.8% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
246,673
shares
|
$6.93 Million
1.84% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
244,181
shares
|
$6.86 Million
5.46% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
240,103
shares
|
$6.74 Million
0.12% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
239,580
shares
|
$6.73 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
236,900
shares
|
$6.65 Million
0.07% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
233,256
shares
|
$6.55 Million
7.77% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
226,095
shares
|
$6.35 Million
1.41% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
213,839
shares
|
$6.01 Million
5.37% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
213,260
shares
|
$5.99 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
208,561
shares
|
$5.86 Million
1.53% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
207,275
shares
|
$5.82 Million
1.62% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
204,460
shares
|
$5.74 Million
6.51% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
200,877
shares
|
$5.64 Million
0.0% of portfolio
|
Q3 2024
Added 28.08%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
200,237
shares
|
$5.62 Million
0.8% of portfolio
|
Q2 2024
Added 5.86%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
196,912
shares
|
$5.53 Million
0.41% of portfolio
|
Q4 2023
Added 5.09%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
193,704
shares
|
$5.44 Million
3.34% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
190,794
shares
|
$5.36 Million
0.48% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
189,695
shares
|
$5.33 Million
0.04% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
187,813
shares
|
$5.28 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
187,251
shares
|
$5.26 Million
2.21% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
186,524
shares
|
$5.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
184,484
shares
|
$5.18 Million
1.3% of portfolio
|
Q3 2024
Added 0.82%
|