Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
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626
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Total shares
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106M
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Shares change
-
-2.05M
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Total reported value, excl. options
-
$2.78B
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Value change
-
-$55.4M
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Number of buys
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253
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Number of sells
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-299
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Price
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$26.20
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2025
657 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q1 2025.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 626 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 106M shares
.
Largest 10 shareholders include Cerity Partners LLC (6.91M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (5.9M shares), Legacy Wealth Management, Inc (4.2M shares), Advisory Alpha, LLC (3.98M shares), Fragasso Financial Advisors Inc (3M shares), JMG Financial Group, Ltd. (2.88M shares), ENVESTNET ASSET MANAGEMENT INC (2.45M shares), LPL Financial LLC (1.65M shares), Gemmer Asset Management LLC (1.55M shares), and DAVENPORT & Co LLC (1.54M shares).
This table shows the top 626 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.