Q3 2025 13F Holders as of 30 Sep 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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922
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Total 13F shares, excl. options
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274M
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Shares change
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-591K
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Total reported value, excl. options
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$8.11B
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Value change
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-$15.8M
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Number of buys
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385
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Number of sells
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-440
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Price
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$29.64
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q3 2025
972 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q3 2025.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 922 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 274M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (58.8M shares), Creative Planning (29.5M shares), HighTower Advisors, LLC (10.8M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (10.5M shares), MONETA GROUP INVESTMENT ADVISORS LLC (10M shares), Advisory Alpha, LLC (8.94M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (5.73M shares), Cerity Partners LLC (5.44M shares), Legacy Wealth Management, Inc (4.2M shares), and JMG Financial Group, Ltd. (3.24M shares).
This table shows the top 922 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.