Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US MID-CAP ETF
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Number of holders
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900
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Total 13F shares, excl. options
-
277M
-
Shares change
-
+7.51M
-
Total reported value, excl. options
-
$7.27B
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Value change
-
+$195M
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Put/Call ratio
-
0.12
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Number of buys
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366
-
Number of sells
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-431
-
Price
-
$26.20
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2025
954 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q1 2025.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 900 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 277M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (58.8M shares), Creative Planning (28.9M shares), HighTower Advisors, LLC (10M shares), MONETA GROUP INVESTMENT ADVISORS LLC (8.87M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (8.2M shares), Advisory Alpha, LLC (7.3M shares), Cerity Partners LLC (6.91M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (5.9M shares), UBS Group AG (5.15M shares), and Legacy Wealth Management, Inc (4.2M shares).
This table shows the top 900 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.