Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / US MID-CAP ETF
-
Number of holders
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209
-
Total 13F shares, excl. options
-
16,974,404
-
Shares change
-
+2,068,498
-
Total reported value, excl. options
-
$738,570,804
-
Value change
-
+$90,241,145
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Number of buys
-
127
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Number of sells
-
-64
-
Price
-
$43.52
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q3 2016
220 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q3 2016.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 209 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16,974,404 shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1,308,946 shares), Financial Management Professionals, Inc. (1,026,113 shares), Legacy Wealth Management, Inc (909,828 shares), PIERSHALE FINANCIAL GROUP, INC. (791,061 shares), HBK Sorce Advisory LLC (643,639 shares), Brouwer & Janachowski, LLC (638,854 shares), Raymond James Financial Services Advisors, Inc. (425,595 shares), MORGAN STANLEY (408,139 shares), AT Bancorp (396,360 shares), and Cambridge Investment Research Advisors, Inc. (379,246 shares).
This table shows the top 209 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.