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Get Institutions for : 
Schwab U.S. Mid-Cap Etf (SCHM)  
$79.78 0.04 (0.05%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 796    13
Total shares held : 
 108,591,786  
% of shares held : 
 85.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 17,298,930  
% of shares held change : 
   13.63%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $66.85  
Last Quarter's Ending Price : 
 $75.32  
Last Quarter's Average Price : 
 $68.73  
Change from last quarter's     
avg. price to the last closing  : 
11.05 (16.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
44
 700,021
 0.64%
 
Increased Positions :
304
 21,149,018
 19.48%
 
Unchanged Positions :
135
 1,578,171
 1.45%
 
Decreased Positions :
313
-3,753,245
-3.46%
 
Closed Positions :
31
-796,864
-0.73%
 
Guru Positions :
1
3,670
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL ENGINES ADVISORS L.L.C. 9 - 2023-12-31 21,134,065 $1,591,818,000 641,494
   CREATIVE PLANNING 21 - 2023-12-31 10,259,228 $772,725,000 25,791
   HIGHTOWER ADVISORS, LLC - 2024-03-31 3,693,867 $300,803,000 58,352
   MONETA GROUP INVESTMENT ADVISORS INC 10 - 2023-12-31 1,995,865 $150,329,000 154,062
   HPM Partners LLC - 2023-12-31 18,943,319 $145,231,000 17,766,110
   Advisory Alpha LLC - 2024-03-31 1,713,535 $139,540,000 183,375
   Prime Capital Investment Advisors LLC - 2023-12-31 1,718,778 $129,458,000 5,820
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 77 - 2023-12-31 1,586,559 $119,519,000 316,042
   Fragasso Group Inc. 3 - 2024-03-31 960,390 $78,205,000 3,920
   AJ WEALTH STRATEGIES LLC 10 - 2023-06-30 862,311 $61,250,000 27,813
   MARINER WEALTH ADVISORS, LLC 167 - 2023-12-31 678,733 $51,122,000 4,391
   Summit Financial Strategies Inc. - 2024-03-31 617,408 $50,275,000 10,085
   Kuntz Lesher Capital LLC - 2024-03-31 590,402 $48,076,000 3,191
   DAVENPORT & CO LLC 122 - 2024-03-31 418,439 $34,074,000 26,503
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 14 - 2024-03-31 403,274 $32,839,000 46,158
   Moisand Fitzgerald Tamayo LLC 7 - 2024-03-31 377,757 $30,761,000 18,888
   SUMMIT ASSET MANAGEMENT, LLC - 2024-03-31 369,826 $30,115,000 15,250
   BUCKINGHAM CAPITAL MANAGEMENT, INC. 7 - 2024-03-31 360,250 $29,335,000 56
   BURNS WEALTH MANAGEMENT, INC. - 2024-03-31 331,433 $26,989,000 28,012
   Mokosak Advisory Group LLC 4 - 2024-03-31 324,417 $26,419,000 10,188
   MORGAN STANLEY 2421 - 2023-12-31 339,032 $25,536,000 4,124
   Elwood & Goetz Wealth Advisory Group LLC 5 - 2024-03-31 311,913 $25,399,000 6,866
   Curi Capital 4 - 2023-12-31 329,941 $24,851,000 21,946
   MANCHESTER FINANCIAL INC 6 - 2024-03-31 299,023 $24,349,000 8,855
   Campbell Wealth Management - 2024-03-31 271,648 $22,120,000 10,670
   SAGE FINANCIAL GROUP INC 9 - 2024-03-31 265,276 $21,601,000 3,439
   High Note Wealth LLC 4 - 2024-03-31 240,447 $19,580,000 80,455
   BANK OF AMERICA CORP /DE/ 1813 - 2023-12-31 258,608 $19,478,000 32,957
   IFP Advisors Inc 14 - 2023-12-31 257,070 $19,363,000 10,883
   Northeast Financial Group Inc. 2 - 2024-03-31 233,997 $19,054,000 24,952
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 264 - 2024-03-31 231,578 $18,857,000 8,808
   CI Private Wealth LLC - 2024-03-31 231,385 $18,842,000 310
   Newton One Investments LLC 4 - 2024-03-31 231,078 $18,817,000 4,147
   BerganKDV Wealth Management LLC 13 - 2023-06-30 252,105 $17,907,000 715
   MARSHALL FINANCIAL GROUP INC /ADV - 2024-03-31 208,115 $16,947,000 354
   Simplicity WealthLLC 43 - 2024-03-31 205,317 $16,719,000 200,822
   Koshinski Asset Management Inc. - 2024-03-31 203,092 $16,538,000 189,107
   J P MORGAN CHASE & CO - 2024-03-31 202,127 $16,459,000 4,659
   Bleakley Financial Group LLC - 2024-03-31 200,958 $16,364,000 3,941
   JONES FINANCIAL COMPANIES LLLP 77 - 2023-12-31 216,743 $16,325,000 3,716
   Vista Private Wealth Partners. LLC 2 - 2023-12-31 209,736 $15,371,000 37,542
   Curbstone Financial Management Corp 5 - 2024-03-31 183,677 $14,957,000 700
   Sawtooth Asset Management Inc. 42 - 2023-12-31 196,912 $14,831,000 9,533
   Financial Advisory Service Inc. 17 - 2024-03-31 180,122 $14,667,000 1,971
   RAYMOND JAMES & ASSOCIATES 946 - 2024-03-31 177,019 $14,415,000 203
   Chicago Partners Investment Group LLC 39 - 2024-03-31 179,860 $13,900,000 10,759
   Essex LLC 7 - 2024-03-31 169,989 $13,842,000 12,358
   JOHNSON INVESTMENT COUNSEL INC - 2024-03-31 168,037 $13,683,000 8,831
   Richardson Capital Management LLC 4 - 2024-03-31 166,660 $13,571,000 166,513
   PITTENGER & ANDERSON INC 54 - 2024-03-31 166,147 $13,529,000 1,743
   TRIANGLE SECURITIES WEALTH MANAGEMENT 1 - 2024-03-31 163,091 $13,280,000 2,091
   Omega Financial Group LLC 1 - 2024-03-31 161,977 $13,190,000 114
   BERKSHIRE ASSET MANAGEMENT INC/PA 42 - 2023-12-31 168,945 $12,725,000 23,427
   GOLDMAN SACHS GROUP INC/ 1888 - 2023-12-31 165,934 $12,498,000 5,694
   VALLEY NATIONAL ADVISERS INC 11 - 2024-03-31 149,432 $12,167,000 5,357
   Vantage Financial Partners LLC 11 - 2024-03-31 146,571 $11,935,000 2,671
   Fifth Third Securities Inc. 16 - 2024-03-31 145,851 $11,877,000 1,011
   MML INVESTORS SERVICES LLC 333 - 2023-12-31 152,828 $11,511,000 4,744
   KAVAR CAPITAL PARTNERS GROUP LLC 24 - 2023-12-31 150,482 $11,334,000 80,366
   St. Johns Investment Management Company LLC 2 - 2024-03-31 138,073 $11,243,000 5,617
   COURAGE MILLER PARTNERS, LLC 8 - 2024-03-31 137,522 $11,198,000 1,921
   Spinnaker Investment Group LLC 9 - 2024-03-31 136,283 $11,097,000 3,168
   BSC PRIVATE WEALTH MANAGEMENT LLC - 2024-03-31 125,352 $10,207,000 234
   NORTH STAR ASSET MANAGEMENT INC - 2024-03-31 121,817 $9,920,000 207
   ARBOR TRUST WEALTH ADVISORS LLC 1 - 2024-03-31 125,364 $9,899,000 2,716
   Fortis Capital Management LLC 6 - 2024-03-31 112,145 $9,132,000 2,110
   HB Wealth Management LLC 92 - 2024-03-31 110,650 $9,010,000 2
   Sightline Wealth Advisors LLC 5 - 2024-03-31 109,511 $8,917,000 1,407
   Clear Creek Financial Management LLC 15 - 2024-03-31 109,322 $8,902,000 24,139
   Rockefeller Capital Management L.P. 495 - 2023-12-31 116,670 $8,788,000 1,741
   Lee Financial CORP 15 - 2023-12-31 113,305 $8,534,000 6,401
   Nelson Van Denburg & Campbell Wealth Management Gr 50 - 2024-03-31 104,744 $8,529,000 875
   Berger Financial Group Inc 32 - 2024-03-31 101,394 $8,257,000 12,951
   BUCKINGHAM ASSET MANAGEMENT, LLC - 2024-03-31 98,382 $8,011,000 588
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 27 - 2024-03-31 98,114 $7,989,000 2,404
   RE Dickinson Investment Advisors LLC - 2024-03-31 98,022 $7,982,000 8,091
   MONEY CONCEPTS CAPITAL CORP 33 - 2024-03-31 97,052 $7,903,000 2,248
   HORIZON FINANCIAL SERVICES LLC 6 - 2024-03-31 97,029 $7,901,000 2,091
   Brand Asset Management Group Inc. 11 - 2024-03-31 93,789 $7,637,000 216
   Strategic Family Wealth Counselors L.L.C. 7 - 2023-12-31 100,402 $7,562,000 2,565
   FINANCIAL ARCHITECTS INC 21 - 2023-06-30 105,217 $7,474,000 1,358
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 7 - 2024-03-31 91,468 $7,448,000 19,463
   MCCORMACK ADVISORS INTERNATIONAL - 2024-03-31 89,601 $7,296,000 89
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC - 2024-03-31 87,413 $7,118,000 87,413
   John W. Brooker & Co. CPAs 6 - 2024-03-31 86,307 $7,028,000 558
   SENTINEL PENSION ADVISORS INC 10 - 2023-12-31 90,549 $6,820,000 507
   Baird Financial Group Inc. 570 - 2023-12-31 90,420 $6,810,000 4,303
   Sunbelt Securities Inc. 26 - 2024-03-31 83,611 $6,808,000 6,930
   VOISARD ASSET MANAGEMENT GROUP INC. 8 - 2024-03-31 82,562 $6,723,000 4,336
   Schneider Downs Wealth Management Advisors LP - 2024-03-31 82,431 $6,712,000 1,353
   Main Street Financial Solutions LLC 30 - 2024-03-31 80,158 $6,527,000 3,846
   PPS&V ASSET MANAGEMENT CONSULTANTS INC. 7 - 2024-03-31 77,726 $6,329,000 1,284
   Colorado Capital Management Inc. 7 - 2024-03-31 77,530 $6,313,000 166
   LexAurum Advisors LLC 14 - 2024-03-31 77,453 $6,307,000 330
   Capital Advantage Inc. - 2023-12-31 82,474 $6,212,000 1,990
   Financial Synergies Wealth Advisors Inc. 19 - 2024-03-31 74,566 $6,072,000 4,617
   LINCOLN NATIONAL CORP 129 - 2024-03-31 72,314 $5,889,000 14,012
   Hartland & Co. LLC 67 - 2023-12-31 76,952 $5,796,000 7,030
   Envestnet Portfolio Solutions Inc. - 2024-03-31 69,449 $5,655,000 12,707
   VALMARK ADVISERS INC - 2024-03-31 66,358 $5,403,000 1,288
  100 Records found
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