Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / US MID-CAP ETF
-
Number of holders
-
245
-
Total 13F shares, excl. options
-
17,782,497
-
Shares change
-
+426,878
-
Total reported value, excl. options
-
$803,065,477
-
Value change
-
+$21,079,948
-
Number of buys
-
148
-
Number of sells
-
-68
-
Price
-
$45.15
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2016
257 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 17,782,497 shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1,331,264 shares), Legacy Wealth Management, Inc (931,005 shares), MORGAN STANLEY (756,436 shares), AT Bancorp (701,291 shares), Brouwer & Janachowski, LLC (667,577 shares), HBK Sorce Advisory LLC (663,223 shares), Raymond James Financial Services Advisors, Inc. (485,119 shares), Sharkey, Howes & Javer (380,469 shares), CWH Capital Management, Inc. (363,352 shares), and Nadler Financial Group, Inc. (359,341 shares).
This table shows the top 245 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.