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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927
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Total 13F shares, excl. options
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273,625,349
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Shares change
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-807,305
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Total reported value, excl. options
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$8,113,493,535
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Value change
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-$22,131,399
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Number of buys
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386
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Number of sells
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445
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Price
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$29.64
Institutional Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q3 2025
As of 30 Sep 2025 SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) had 927 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 273,625,349 shares of stock of the company.
Largest 10 holders included Financial Engines Advisors L.L.C., Creative Planning, HighTower Advisors, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MONETA GROUP INVESTMENT ADVISORS LLC, Advisory Alpha, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cerity Partners LLC, Legacy Wealth Management, Inc, and JMG Financial Group, Ltd..
This table shows 927 institutional shareholders of the security as of 30 Sep 2025.
| 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.