Q3 2014 13F Holders as of 30 Sep 2014
-
Type / Class
-
Equity / US MID-CAP ETF
-
Total 13F shares
-
4,233,508
-
Share change
-
-724,135
-
Total reported value
-
$163,776,930
-
Price per share
-
$38.70
-
Number of holders
-
109
-
Value change
-
-$29,284,413
-
Number of buys
-
65
-
Number of sells
-
39
Institutional Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q3 2014
As of 30 Sep 2014,
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) was held by
109 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,233,508 shares.
The largest 10 holders included
PLANNING ALTERNATIVES LTD /ADV, SALEM INVESTMENT COUNSELORS INC, HOKANSON ASSOCIATES, INC., UNITED CAPITAL FINANCIAL ADVISERS, LLC, LEAVELL INVESTMENT MANAGEMENT, INC., Madden Advisory Services, Inc., Nelson, Van Denburg & Campbell Wealth Management Group, LLC, LATHROP INVESTMENT MANAGEMENT CORP, ProVise Management Group, LLC, and Marquette Asset Management Inc..
This page lists
109
institutional shareholders reporting positions in this security
for the Q3 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.