Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / US MID-CAP ETF
-
Total 13F shares
-
12,966,278
-
Share change
-
+158,853
-
Total reported value
-
$526,186,520
-
Price per share
-
$40.59
-
Number of holders
-
197
-
Value change
-
+$7,508,328
-
Number of buys
-
113
-
Number of sells
-
75
Institutional Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2016
As of 31 Mar 2016,
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) was held by
197 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,966,278 shares.
The largest 10 holders included
SVA Plumb Wealth Management, LLC, Legacy Wealth Management, Inc, Brouwer & Janachowski, LLC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Financial Management Professionals, Inc., Raymond James Financial Services Advisors, Inc., WealthTrust-Arizona, LLC, PLANNING ALTERNATIVES LTD /ADV, and Emery Howard Portfolio Management, Inc..
This page lists
197
institutional shareholders reporting positions in this security
for the Q1 2016 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.