Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / US MID-CAP ETF
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Number of holders
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933
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Total 13F shares, excl. options
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276M
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Shares change
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-2.55M
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Total reported value, excl. options
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$7.74B
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Value change
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-$69.4M
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Put/Call ratio
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0
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Number of buys
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396
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Number of sells
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-429
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Price
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$28.05
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q2 2025
976 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q2 2025.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 933 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 276M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (60.4M shares), Creative Planning (29.6M shares), HighTower Advisors, LLC (10.6M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (10.3M shares), MONETA GROUP INVESTMENT ADVISORS LLC (9.47M shares), Advisory Alpha, LLC (8.37M shares), Cerity Partners LLC (6M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (5.8M shares), Legacy Wealth Management, Inc (4.18M shares), and JMG Financial Group, Ltd. (3.3M shares).
This table shows the top 933 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.