Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / US MID-CAP ETF
-
Total 13F shares
-
8,912,040
-
Share change
-
+2,813,085
-
Total reported value
-
$384,252,253
-
Price per share
-
$43.15
-
Number of holders
-
153
-
Value change
-
+$121,238,815
-
Number of buys
-
102
-
Number of sells
-
37
Institutional Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2015
As of 31 Mar 2015,
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) was held by
153 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,912,040 shares.
The largest 10 holders included
SVA Plumb Wealth Management, LLC, HT Partners LLC, PLANNING ALTERNATIVES LTD /ADV, Sharkey, Howes & Javer, LEAVELL INVESTMENT MANAGEMENT, INC., WealthTrust-Arizona, LLC, MORGAN STANLEY, SALEM INVESTMENT COUNSELORS INC, UNITED CAPITAL FINANCIAL ADVISERS, LLC, and Legacy Wealth Management, Inc.
This page lists
153
institutional shareholders reporting positions in this security
for the Q1 2015 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.