Q4 2015 13F Holders as of 31 Dec 2015
-
Type / Class
-
Equity / US MID-CAP ETF
-
Number of holders
-
191
-
Total 13F shares, excl. options
-
12,807,817
-
Shares change
-
+764,735
-
Total reported value, excl. options
-
$512,811,220
-
Value change
-
+$31,077,294
-
Number of buys
-
106
-
Number of sells
-
-64
-
Price
-
$40.07
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2015
199 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q4 2015.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 191 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12,807,817 shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1,152,237 shares), Legacy Wealth Management, Inc (839,037 shares), Brouwer & Janachowski, LLC (501,958 shares), HT Partners LLC (498,318 shares), WELLS FARGO & COMPANY/MN (491,372 shares), Financial Management Professionals, Inc. (352,400 shares), Raymond James Financial Services Advisors, Inc. (346,990 shares), PLANNING ALTERNATIVES LTD /ADV (327,238 shares), WealthTrust-Arizona, LLC (271,170 shares), and Sharkey, Howes & Javer (262,531 shares).
This table shows the top 191 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.