SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM)

Historical Holders from Q1 2014 to Q1 2025

Symbol
SCHM
CUSIP
808524508
Type / Class
Equity / US MID-CAP ETF
All holders as of December 31, 2024
Q4 2024
13F shares, excl. options
271M
Holdings value
$7.5B
% of all portfolios
0.064%
Grand Portfolio weight change
+0.008%
Number of holders
908
Number of buys
822
Number of sells
-50
Average Value change %
+0.04%
Average buys %
+0.043%
Average sells %
-0.002%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 106M $2.78B -$55.4M $26.20 626
2024 Q4 271M $7.5B +$4.46B $27.71 908
2024 Q3 92.9M $7.24B +$354M $83.09 841
2024 Q2 91.2M $7.1B -$117M $77.83 837
2024 Q1 92.3M $7.51B +$67.6M $81.43 847
2023 Q4 89.8M $6.76B -$76.2M $75.32 827
2023 Q3 90.6M $6.13B +$278M $67.68 758
2023 Q2 87.8M $6.23B -$1.85M $71.03 762
2023 Q1 88.1M $5.97B -$5.41M $67.85 766
2022 Q4 87.5M $5.75B +$295M $65.61 762
2022 Q3 82.7M $5.01B +$42M $60.53 696
2022 Q2 82.2M $5.16B +$318M $62.73 715
2022 Q1 76.9M $5.84B +$202M $75.86 740
2021 Q4 75.5M $6.07B +$334M $80.43 754
2021 Q3 71.6M $5.5B -$28.8M $76.66 680
2021 Q2 72M $5.63B +$412M $78.27 687
2021 Q1 67.2M $4.99B -$30.3M $74.43 657
2020 Q4 70M $4.77B +$357M $68.18 638
2020 Q3 61.6M $3.43B +$45.7M $55.48 579
2020 Q2 61.8M $3.25B +$165M $52.62 571
2020 Q1 58.1M $2.46B +$194M $42.16 567
2019 Q4 52.9M $3.18B -$13.1M $60.15 610
2019 Q3 50.5M $2.85B +$238M $56.54 545
2019 Q2 46.5M $2.66B +$236M $57.09 533
2019 Q1 43.8M $2.43B +$324M $55.39 523
2018 Q4 35.1M $1.69B +$58.6M $47.93 471
2018 Q3 31.5M $1.82B +$112M $57.84 435
2018 Q2 28.8M $1.58B +$103M $54.89 410
2018 Q1 27.5M $1.45B +$98.9M $52.88 388
2017 Q4 25.4M $1.35B +$16.6M $53.27 366
2017 Q3 23.4M $1.17B +$62.8M $50.11 305
2017 Q2 21.7M $1.04B +$59.5M $48.16 282
2017 Q1 20M $948M +$107M $47.33 267
2016 Q4 17.8M $803M +$9.91M $45.15 245
2016 Q3 17M $739M +$90.2M $43.52 209
2016 Q2 14.9M $628M +$80.3M $42.01 204
2016 Q1 13M $526M +$7.45M $40.59 197
2015 Q4 12.8M $513M +$31.6M $40.07 191
2015 Q3 11.4M $444M +$48.5M $38.92 165
2015 Q2 10.1M $431M +$45.2M $42.64 164
2015 Q1 8.91M $384M +$121M $43.15 153
2014 Q4 5.8M $236M +$30M $40.68 135
2014 Q3 4.23M $164M -$28.8M $38.70 109
2014 Q2 5.11M $206M +$6.91M $40.24 111
2014 Q1 4.9M $189M +$36.4M $38.61 99