Q2 2014 13F Holders as of 30 Jun 2014
-
Type / Class
-
Equity / US MID-CAP ETF
-
Total 13F shares
-
5,124,548
-
Share change
-
+165,505
-
Total reported value
-
$206,193,879
-
Price per share
-
$40.24
-
Number of holders
-
112
-
Value change
-
+$6,790,842
-
Number of buys
-
72
-
Number of sells
-
32
Institutional Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q2 2014
As of 30 Jun 2014,
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) was held by
112 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,124,548 shares.
The largest 10 holders included
Financial Management Professionals, Inc., PLANNING ALTERNATIVES LTD /ADV, SALEM INVESTMENT COUNSELORS INC, PIERSHALE FINANCIAL GROUP, INC., UNITED CAPITAL FINANCIAL ADVISERS, LLC, Madden Advisory Services, Inc., OLD DOMINION CAPITAL MANAGEMENT INC, HOKANSON ASSOCIATES, INC., Nelson, Van Denburg & Campbell Wealth Management Group, LLC, and LATHROP INVESTMENT MANAGEMENT CORP.
This page lists
112
institutional shareholders reporting positions in this security
for the Q2 2014 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.