Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / US MID-CAP ETF
-
Total 13F shares
-
5,799,304
-
Share change
-
+735,327
-
Total reported value
-
$235,730,816
-
Price per share
-
$40.68
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Number of holders
-
135
-
Value change
-
+$30,027,617
-
Number of buys
-
74
-
Number of sells
-
30
Institutional Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2014
As of 31 Dec 2014 SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) had 135 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,799,304 shares of stock of the company.
Largest 10 holders included PLANNING ALTERNATIVES LTD /ADV, LEAVELL INVESTMENT MANAGEMENT, INC., SALEM INVESTMENT COUNSELORS INC, SVA Plumb Wealth Management, LLC, Legacy Wealth Management, Inc, Ironwood Wealth Management, llc, OLD DOMINION CAPITAL MANAGEMENT INC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, HOKANSON ASSOCIATES, INC., and WealthTrust-Arizona, LLC.
This table shows 135 institutional shareholders of the security as of 31 Dec 2014.
| 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.