Latest Period
Q1 2026
Security Snapshot
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) Institutional Ownership
CUSIP: 808524508
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
1,007
Shares (Excl. Options)
278,204,009
Price
$30.96
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- Security type / class
- Equity / US MID-CAP ETF
- Symbol
- SCHM
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 278,204,009
- Total 13F value
- $8,624,719,674
- Portfolio coverage rank
- 0.07%
- Share change
- +571,190
- Value change
- +$16,703,784
- Number of holders
- 1,007
- SEC-reported price per share
- $34.47
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF is tracked under CUSIP 808524508.
- 1007 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 992 to 1,007 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $8,344,587,903 to $8,624,719,674.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1007 institutions filings for Q1 2026.
Security key
808524508
Latest holder period
Q1 2026
13F holders
1,007
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808524508:
As of 31 Mar 2026, 1,007 institutional investors reported holding 278,204,009 shares of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 278,204,009 | $8,624,719,674 | +$16,703,784 | $30.96 | 1,007 |
| 2025 Q4 | 277,014,521 | $8,344,587,903 | -$44,634,600 | $30.07 | 992 |
| 2025 Q3 | 274,220,456 | $8,131,274,793 | -$21,352,743 | $29.64 | 933 |
| 2025 Q2 | 275,693,055 | $7,738,259,851 | -$69,389,779 | $28.05 | 933 |
| 2025 Q1 | 277,480,715 | $7,274,761,850 | +$194,572,894 | $26.20 | 900 |
| 2024 Q4 | 272,268,508 | $7,550,191,173 | +$4,493,639,596 | $27.71 | 920 |
| 2024 Q3 | 93,295,276 | $7,271,263,663 | +$354,703,749 | $83.09 | 853 |
| 2024 Q2 | 91,590,070 | $7,135,043,362 | -$118,683,780 | $77.83 | 850 |
| 2024 Q1 | 92,632,049 | $7,536,652,994 | +$69,114,483 | $81.43 | 855 |
| 2023 Q4 | 90,703,761 | $6,829,553,394 | -$76,006,308 | $75.32 | 850 |
| 2023 Q3 | 91,257,315 | $6,175,562,514 | +$299,530,432 | $67.68 | 773 |
| 2023 Q2 | 88,299,260 | $6,271,209,229 | +$12,085,931 | $71.03 | 777 |
| 2023 Q1 | 88,412,981 | $5,995,586,372 | -$11,239,681 | $67.85 | 779 |
| 2022 Q4 | 88,202,868 | $5,798,125,925 | +$288,686,045 | $65.61 | 772 |
| 2022 Q3 | 83,035,450 | $5,030,677,209 | +$41,148,135 | $60.53 | 707 |
| 2022 Q2 | 82,568,214 | $5,182,419,763 | +$319,891,520 | $62.73 | 725 |
| 2022 Q1 | 77,560,783 | $5,889,530,138 | +$202,227,764 | $75.86 | 751 |
| 2021 Q4 | 75,867,656 | $6,092,284,159 | +$334,696,971 | $80.43 | 762 |
| 2021 Q3 | 71,884,266 | $5,519,107,875 | -$16,439,943 | $76.66 | 687 |
| 2021 Q2 | 72,286,604 | $5,654,476,070 | +$405,757,246 | $78.27 | 694 |
| 2021 Q1 | 67,805,225 | $5,045,370,206 | -$26,267,512 | $74.43 | 665 |
| 2020 Q4 | 70,334,811 | $4,798,506,668 | +$359,384,270 | $68.18 | 646 |
| 2020 Q3 | 61,692,566 | $3,432,444,825 | +$40,559,996 | $55.48 | 585 |
| 2020 Q2 | 61,952,743 | $3,260,215,716 | +$170,500,055 | $52.62 | 578 |
| 2020 Q1 | 58,578,623 | $2,475,520,291 | +$188,552,913 | $42.16 | 574 |