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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
170,868
shares
|
$4.47 Million
0.48% of portfolio
|
Q4 2023
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
170,372
shares
|
$4.46 Million
1.32% of portfolio
|
Q4 2024
Added 187.47%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
166,087
shares
|
$4.35 Million
0.96% of portfolio
|
Q4 2024
Added 228.77%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
165,319
shares
|
$4.33 Million
0.05% of portfolio
|
Q4 2024
Added 350.58%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
165,300
shares
|
$4.33 Million
2.32% of portfolio
|
Q4 2024
Added 187.7%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
164,187
shares
|
$4.3 Million
0.3% of portfolio
|
Q4 2024
Added 188.85%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
163,711
shares
|
$4.28 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy Asset Management, Inc.
|
Feb 14, 2025 Q4 2024 |
162,189
shares
|
$4.24 Million
3.7% of portfolio
|
Q4 2024
Added 187.18%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
159,612
shares
|
$4.18 Million
2.22% of portfolio
|
Q4 2024
Added 204.23%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
156,811
shares
|
$4.1 Million
1.62% of portfolio
|
Q4 2024
Added 233.15%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
156,233
shares
|
$4.09 Million
2.3% of portfolio
|
Q4 2024
Added 212.02%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
153,127
shares
|
$4.01 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
151,816
shares
|
$3.97 Million
1.96% of portfolio
|
Q4 2024
Added 206.9%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
147,879
shares
|
$3.87 Million
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
147,394
shares
|
$3.86 Million
2.28% of portfolio
|
Q4 2024
Added 173.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
146,809
shares
|
$3.84 Million
0.0% of portfolio
|
Q4 2024
Added 229.98%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
146,391
shares
|
$3.83 Million
1.5% of portfolio
|
Q4 2024
Added 198.47%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
146,327
shares
|
$3.83 Million
1.37% of portfolio
|
Q4 2024
Added 196.02%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
144,289
shares
|
$3.78 Million
3.5% of portfolio
|
Q4 2024
Added 200.41%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
143,877
shares
|
$3.77 Million
1.49% of portfolio
|
Q4 2024
Added 199.68%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
143,198
shares
|
$3.75 Million
3.18% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
141,704
shares
|
$3.71 Million
1.74% of portfolio
|
Q4 2024
Added 182.39%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
141,560
shares
|
$3.7 Million
0.13% of portfolio
|
Q4 2024
Added 86.75%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
139,699
shares
|
$3.66 Million
0.74% of portfolio
|
Q4 2024
Added 198.69%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
138,473
shares
|
$3.62 Million
1.28% of portfolio
|
Q4 2024
Added 57.77%
|