Q4 2013 13F Holders as of 31 Dec 2013
-
Type / Class
-
Equity / US MID-CAP ETF
-
Total 13F shares
-
3,599,415
-
Share change
-
+15,610
-
Total reported value
-
$134,774,030
-
Price per share
-
$37.44
-
Number of holders
-
86
-
Value change
-
+$584,761
-
Number of buys
-
4
Institutional Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2013
As of 31 Dec 2013,
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) was held by
86 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,599,415 shares.
The largest 10 holders included
PLANNING ALTERNATIVES LTD /ADV, SALEM INVESTMENT COUNSELORS INC, OLD DOMINION CAPITAL MANAGEMENT INC, Madden Advisory Services, Inc., Nelson, Van Denburg & Campbell Wealth Management Group, LLC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, CWH Capital Management, Inc., Mariner Wealth Advisors, LLC, LATHROP INVESTMENT MANAGEMENT CORP, and ATRIA INVESTMENTS LLC.
This page lists
86
institutional shareholders reporting positions in this security
for the Q4 2013 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.