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 1,010 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 $7.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
482,688
shares
|
$12.6 Million
0.93% of portfolio
|
Q4 2024
Added 113.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
480,129
shares
|
$12.6 Million
0.0% of portfolio
|
Q4 2024
Added 139.02%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
475,136
shares
|
$12.4 Million
1.15% of portfolio
|
Q4 2024
Added 166.22%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
466,248
shares
|
$12.2 Million
2.95% of portfolio
|
Q4 2024
Added 206.95%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
459,414
shares
|
$12 Million
0.2% of portfolio
|
Q4 2024
Added 210.2%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
456,559
shares
|
$11.9 Million
0.5% of portfolio
|
Q4 2024
Added 180.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
451,341
shares
|
$11.8 Million
0.5% of portfolio
|
Q4 2024
Added 170.88%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
450,975
shares
|
$11.8 Million
1.51% of portfolio
|
Q4 2024
Added 206.9%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
448,665
shares
|
$11.7 Million
3.28% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
447,569
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
Added 176.57%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
443,600
shares
|
$11.6 Million
0.64% of portfolio
|
Q4 2024
Added 185.46%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
437,643
shares
|
$11.5 Million
2.99% of portfolio
|
Q4 2024
Added 205.55%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jan 23, 2025 Q4 2024 |
427,943
shares
|
$11.2 Million
10.06% of portfolio
|
Q4 2024
New holding
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
417,704
shares
|
$10.9 Million
3.97% of portfolio
|
Q4 2024
Added 200.32%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
406,905
shares
|
$10.6 Million
0.56% of portfolio
|
Q4 2024
Added 188.5%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
406,585
shares
|
$10.6 Million
4.26% of portfolio
|
Q4 2024
Added 177.68%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
405,798
shares
|
$10.6 Million
1.16% of portfolio
|
Q4 2024
Added 211.44%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
405,097
shares
|
$10.6 Million
5.23% of portfolio
|
Q4 2024
Added 199.73%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
404,244
shares
|
$10.6 Million
2.01% of portfolio
|
Q4 2024
Added 224.93%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
402,253
shares
|
$10.5 Million
0.96% of portfolio
|
Q4 2024
Added 176.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
400,243
shares
|
$10.5 Million
0.04% of portfolio
|
Q4 2024
Added 190.97%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
400,108
shares
|
$10.5 Million
3.08% of portfolio
|
Q4 2024
Added 192.25%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
395,345
shares
|
$10.3 Million
5.21% of portfolio
|
Q4 2024
Added 209.94%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Feb 13, 2025 Q4 2024 |
385,929
shares
|
$10.1 Million
8.35% of portfolio
|
Q4 2024
Added 200.62%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
375,671
shares
|
$9.83 Million
2.72% of portfolio
|
Q4 2024
Added 197.65%
|