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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,067
shares
|
$269,694
0.2% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
10,064
shares
|
$269,614
0.02% of portfolio
|
Q4 2024
Added 199.97%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
10,009
shares
|
$268,141
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
9,969
shares
|
$267,069
0.2% of portfolio
|
Q4 2024
Added 214.08%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
9,930
shares
|
$266,024
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
9,810
shares
|
$262,809
0.14% of portfolio
|
Q4 2024
Added 196.37%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
9,799
shares
|
$262,515
0.1% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
9,693
shares
|
$259,675
0.01% of portfolio
|
Q4 2024
Added 205.68%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
9,657
shares
|
$258,711
0.01% of portfolio
|
Q4 2024
Added 139.81%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
9,618
shares
|
$257,666
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
9,606
shares
|
$257,344
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
9,487
shares
|
$254,156
0.01% of portfolio
|
Q4 2024
Added 201.37%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
9,462
shares
|
$253,486
0.12% of portfolio
|
Q4 2024
Added 263.64%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
9,437
shares
|
$252,817
0.01% of portfolio
|
Q4 2024
Added 203.83%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
9,408
shares
|
$252,040
0.0% of portfolio
|
Q4 2024
Added 162.87%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
9,318
shares
|
$249,629
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
9,307
shares
|
$249,334
0.02% of portfolio
|
Q4 2024
Added 185.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,268
shares
|
$248,289
0.0% of portfolio
|
Q4 2024
Added 178.57%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
9,252
shares
|
$247,861
0.04% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,246
shares
|
$247,700
0.36% of portfolio
|
Q4 2022
Reduced 5.45%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
9,237
shares
|
$247,459
0.09% of portfolio
|
Q4 2024
Added 196.91%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,167
shares
|
$245,583
0.01% of portfolio
|
Q4 2024
Added 170.49%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
9,158
shares
|
$245,342
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
9,000
shares
|
$241,110
0.06% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
8,980
shares
|
$240,574
0.07% of portfolio
|
Q3 2022
Added 11.76%
|