Q4 2017 13F Holders as of 31 Dec 2017
-
Type / Class
-
Equity / US MID-CAP ETF
-
Number of holders
-
366
-
Total 13F shares, excl. options
-
25,389,163
-
Shares change
-
+305,867
-
Total reported value, excl. options
-
$1,353,488,208
-
Value change
-
+$16,641,300
-
Number of buys
-
203
-
Number of sells
-
-103
-
Price
-
$53.27
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2017
384 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q4 2017.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 366 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25,389,163 shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1,500,103 shares), AT Bancorp (1,324,850 shares), HBK Sorce Advisory LLC (899,128 shares), Legacy Wealth Management, Inc (742,058 shares), Brouwer & Janachowski, LLC (712,445 shares), Sharkey, Howes & Javer (676,643 shares), CWH Capital Management, Inc. (466,856 shares), Raymond James Financial Services Advisors, Inc. (452,805 shares), MORGAN STANLEY (424,844 shares), and GFS Private Wealth, LLC (400,288 shares).
This table shows the top 366 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.