Q4 2016 13F Holders as of 12/31/2016
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Type / Class
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Equity / US MID-CAP ETF
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Number of holders
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245
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Total shares
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17.8M
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Shares change
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+427K
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Total reported value, excl. options
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$803M
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Value change
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+$21.1M
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Number of buys
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148
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Number of sells
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-68
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Price
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$45.15
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2016
244 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q4 2016.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 245 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 17.8M shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1.33M shares), Legacy Wealth Management, Inc (931K shares), MORGAN STANLEY (756K shares), AT Bancorp (701K shares), Brouwer & Janachowski, LLC (668K shares), HBK Sorce Advisory LLC (663K shares), Raymond James Financial Services Advisors, Inc. (485K shares), Sharkey, Howes & Javer (380K shares), CWH Capital Management, Inc. (363K shares), and Nadler Financial Group, Inc. (359K shares).
This table shows the top 245 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* 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.