Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / US MID-CAP ETF
-
Total 13F shares
-
279,866,156
-
Share change
-
-1,432,256
-
Total reported value
-
$8,443,395,994
-
Price per share
-
$30.07
-
Number of holders
-
968
-
Value change
-
-$42,174,466
-
Number of buys
-
392
-
Number of sells
-
404
Institutional Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2025
As of 31 Dec 2025,
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) was held by
968 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
279,866,156 shares.
The largest 10 holders included
Financial Engines Advisors L.L.C., Creative Planning, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MONETA GROUP INVESTMENT ADVISORS LLC, Advisory Alpha, LLC, HighTower Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cerity Partners LLC, Legacy Wealth Management, Inc, and Valpey Financial Services, LLC.
This page lists
968
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.