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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
   M&R CAPITAL MANAGEMENT INC 542 *Closed 2024-03-31 0 $0 -176
   PAYDEN & RYGEL 135 *Closed 2023-12-31 0 $0 -1,130
   BEACON FINANCIAL GROUP 313 *Closed 2024-03-31 0 $0 -2,678
   Bruce G. Allen Investments LLC 863 *Closed 2024-03-31 0 $0 -46
   RENAISSANCE TECHNOLOGIES LLC 3801 *Closed 2023-12-31 0 $0 -11,500
   PALISADE ASSET MANAGEMENT, LLC 398 *Closed 2024-03-31 0 $0 -3,404
   Newman & Schimel LLC 53 *Closed 2022-12-31 0 $0 -5,463
   ADVISORY SERVICES NETWORK, LLC 2193 *Closed 2024-03-31 0 $0 -421
   Lehman & Derafelo Financial Resources LLC 121 *Closed 2022-12-31 0 $0 -248
   FIFTH THIRD BANCORP 2332 *Closed 2024-03-31 0 $0 -485
   Foundations Investment Advisors LLC 713 *Closed 2023-12-31 0 $0 -5,002
   Praetorian Wealth Management Inc. 45 *Closed 2024-03-31 0 $0 -5,032
   Wealth CMT 16 *Closed 2023-06-30 0 $0 -48
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -14,551
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 471 *Closed 2024-03-31 0 $0 -510
   Elmwood Wealth Management Inc. 108 *Closed 2023-12-31 0 $0 -4,126
   Advanced Asset Management Advisors Inc 94 *Closed 2024-03-31 0 $0 -732
   Revisor Wealth Management LLC 190 *Closed 2024-03-31 0 $0 -2,861
   Heirloom Wealth Management 51 *Closed 2024-03-31 0 $0 -4,112
   BESSEMER GROUP INC 2176 *Closed 2023-12-31 0 $0 -664
   Fortune Financial Advisors LLC 132 *Closed 2024-03-31 0 $0 -4,254
   Lido Advisors LLC 1171 *Closed 2023-12-31 0 $0 -331,156
   Meridian Wealth Management LLC 300 *Closed 2024-03-31 0 $0 -79,880
   FORT PITT CAPITAL GROUP LLC 131 *Closed 2024-03-31 0 $0 -21,752
   FIRST CITIZENS BANK & TRUST CO 441 *Closed 2024-03-31 0 $0 -2,744
   KPP Advisory Services LLC 173 *Closed 2023-12-31 0 $0 -3,440
   ORG Partners LLC 674 *Closed 2024-03-31 0 $0 -1,290
   Scarborough Advisors LLC 448 *Closed 2024-03-31 0 $0 -76,399
   Coppell Advisory Solutions Corp. 892 *Closed 2023-03-31 0 $0 -72
   WoodTrust Financial Corp 162 *Closed 2024-03-31 0 $0 -3,380
   McClarren Financial Advisors Inc. 346 *Closed 2024-03-31 0 $0 -246
   CARDIFF PARK ADVISORS LLC 337 *Closed 2023-12-31 0 $0 -250
   GeoWealth Management LLC 705 *Closed 2023-12-31 0 $0 -3,663
   Cutler Group LP 1096 *Closed 2024-03-31 0 $0 -200
   Alpha Cubed Investments LLC 315 *Closed 2024-03-31 0 $0 -9,850
   Stonebridge Capital Advisors LLC 771 *Closed 2023-12-31 0 $0 -670
   TIAA FSB 587 *Closed 2023-06-30 0 $0 -2,986
   PHOCAS FINANCIAL CORP 182 *Closed 2023-12-31 0 $0 -14,912
   SageView Advisory Group LLC 734 *Closed 2024-03-31 0 $0 -9,343
   Life Planning Partners Inc 156 *Closed 2024-03-31 0 $0 -173
   Winthrop Capital Management LLC 286 *Closed 2024-03-31 0 $0 -24,788
   EVENSKY & KATZ INC 89 *Closed 2024-03-31 0 $0 -23
   KEYBANK NATIONAL ASSOCIATION/OH 1120 *Closed 2023-12-31 0 $0 -3,068
   LOGAN CAPITAL MANAGEMENT INC 519 *Closed 2023-12-31 0 $0 -1
   Ten Capital Wealth Advisors LLC 488 *Closed 2023-06-30 0 $0 -1,175
   MITCHELL SINKLER & STARR/PA 233 *Closed 2024-03-31 0 $0 -4,335
   BAKER AVENUE ASSET MANAGEMENT, LP 1516 *Closed 2023-12-31 0 $0 -2,490
   KINGSWOOD WEALTH ADVISORS LLC 680 *Closed 2024-03-31 0 $0 -27,522
   ARGENT CAPITAL MANAGEMENT LLC 155 *Closed 2024-03-31 0 $0 -5,234
   CANTOR FITZGERALD L. P. 550 *Closed 2023-12-31 0 $0 -83,846
   Joule Financial LLC 105 *Closed 2024-03-31 0 $0 -8,569
   Lindenwold Advisors 124 *Closed 2024-03-31 0 $0 -12,385
   EVERGREEN CAPITAL MANAGEMENT LLC 907 *Closed 2023-12-31 0 $0 -4,138
   BROWN BROTHERS HARRIMAN & CO 1262 *Closed 2024-03-31 0 $0 -290
   THOMPSON SIEGEL & WALMSLEY LLC 503 *Closed 2024-03-31 0 $0 -1,651
   CULLEN FROST BANKERS INC 1067 *Closed 2024-03-31 0 $0 -5,033
  56 Records found
  1    
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