As of 30 Sep 2025, 927 institutional investors reported holding 273,625,349 shares of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 15,494,030 | $473,633,587 | -$6,493,140 | $30.07 | 69 |
| 2025 Q3 | 273,625,349 | $8,113,493,535 | -$22,131,399 | $29.64 | 927 |
| 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 |