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

Latest Period

Q4 2025

Institutions Reporting

980

Shares (Excl. Options)

276,720,219

Price

$30.07

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Type / Class
Equity / US MID-CAP ETF
Symbol
SCHM
Price per share
$30.96
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
276,720,219
Total reported value
$8,335,690,320
% of total 13F portfolios
0.06%
Share change
-1,433,978
Value change
-$42,221,117
Number of holders
980
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF is tracked under CUSIP 808524508.
  • 980 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 980 to 208 between Q4 2025 and Q1 2026.
  • Reported value moved from $8,335,690,320 to $877,229,587.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 980 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 808524508?
CUSIP 808524508 identifies SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 980 institutional investors reported holding 276,720,219 shares of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM).

Institutional Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 28,172,080 $877,229,587 -$56,973,008 $30.96 208
2025 Q4 276,720,219 $8,335,690,320 -$42,221,117 $30.07 980
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
2019 Q4 53,304,463 $3,205,957,346 -$12,109,007 $60.15 618
2019 Q3 50,818,271 $2,872,593,568 +$237,836,600 $56.54 547
2019 Q2 46,518,312 $2,656,711,939 +$236,457,625 $57.09 534
2019 Q1 43,812,586 $2,427,093,364 +$329,406,799 $55.39 523
2018 Q4 37,205,788 $1,786,700,743 +$107,268,562 $47.93 475
2018 Q3 31,494,369 $1,816,889,594 +$111,778,126 $57.84 435
2018 Q2 28,840,595 $1,583,845,327 +$102,757,789 $54.89 410
2018 Q1 27,458,290 $1,448,602,026 +$93,773,989 $52.88 388
2017 Q4 25,389,163 $1,353,488,208 +$16,641,300 $53.27 366
2017 Q3 23,362,017 $1,171,673,461 +$62,527,872 $50.11 305
2017 Q2 21,667,390 $1,043,399,693 +$60,144,832 $48.16 282
2017 Q1 20,045,655 $948,201,328 +$106,452,400 $47.33 267
2016 Q4 17,782,497 $803,065,477 +$21,079,948 $45.15 245
2016 Q3 16,974,404 $738,570,804 +$90,241,145 $43.52 209
2016 Q2 14,937,555 $627,657,679 +$80,355,292 $42.01 204
2016 Q1 12,966,278 $526,186,520 +$7,508,328 $40.59 197
2015 Q4 12,807,817 $512,811,220 +$31,077,294 $40.07 191
2015 Q3 11,393,539 $444,151,521 +$48,484,914 $38.92 165
2015 Q2 10,098,925 $430,690,304 +$45,805,660 $42.64 164
2015 Q1 8,912,040 $384,252,253 +$121,238,815 $43.15 153
2014 Q4 5,799,304 $235,730,816 +$30,027,617 $40.68 135
2014 Q3 4,233,508 $163,776,930 -$29,284,413 $38.70 109
2014 Q2 5,124,548 $206,193,879 +$6,790,842 $40.24 112
2014 Q1 4,904,910 $189,378,340 +$36,433,993 $38.61 99