# SCHWAB STRATEGIC TR US MID-CAP ETF

SCHWAB STRATEGIC TR US MID-CAP ETF is a security (CUSIP 808524508) tracked across SEC portfolio filings. 1,106 institutional managers reported $9.1B on Form 13F as of 2026-06-30.

## Summary

- Issuer: SCHWAB STRATEGIC TR
- Class: US MID-CAP ETF
- CUSIP: 808524508
- 13F holders: 1,106
- 13F value: $9.1B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 1,106 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Financial Engines Advisors L.L.C. | SANTA CLARA, CA | $1.8B | 56,835,618 |
| [Creative Planning](https://search.stillhousedata.com/firm/105348) | Overland Park, KS | $911.2M | 29,432,010 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $360.3M | 11,638,443 |
| [MONETA GROUP INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/104727) | ST LOUIS, MO | $348.9M | 11,267,842 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $226.7M | 6,149,219 |
| [Advisory Alpha, LLC](https://search.stillhousedata.com/firm/158282) | HOLLAND, MI | $221.4M | 7,151,527 |
| [Cerity Partners LLC](https://search.stillhousedata.com/firm/151559) | NEW YORK, NY | $170.9M | 5,510,804 |
| [Legacy Wealth Management, Inc](https://search.stillhousedata.com/firm/108619) | MEMPHIS, TN | $158.0M | 4,286,476 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $145.5M | 4,791,027 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $118.7M | 3,315,880 |
| [JMG Financial Group, Ltd.](https://search.stillhousedata.com/firm/110302) | DOWNERS GROVE, IL | $113.4M | 3,074,425 |
| [Fragasso Group Inc.](https://search.stillhousedata.com/firm/123255) | PITTSBURGH, PA | $105.7M | 2,867,994 |
| Mariner, LLC | Overland Park, KS | $84.5M | 2,727,890 |
| UBS Group AG | Zurich, V8 | $71.1M | 2,296,605 |
| Prime Capital Investment Advisors, LLC | OVERLAND PARK, KS | $67.5M | 1,830,982 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/808524508.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.