Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / US MID-CAP ETF
-
Number of holders
-
585
-
Total 13F shares, excl. options
-
61,692,566
-
Shares change
-
+676,740
-
Total reported value, excl. options
-
$3,432,444,825
-
Value change
-
+$40,559,996
-
Number of buys
-
236
-
Number of sells
-
-288
-
Price
-
$55.48
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q3 2020
614 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q3 2020.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 585 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 61,692,566 shares
.
Largest 10 shareholders include Creative Planning (5,579,807 shares), Financial Engines Advisors L.L.C. (4,860,855 shares), SVA Wealth Management, LLC (1,732,890 shares), AMERIPRISE FINANCIAL INC (1,617,051 shares), UBS Group AG (1,601,666 shares), HighTower Advisors, LLC (1,525,621 shares), Prime Capital Investment Advisors, LLC (1,238,415 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1,208,379 shares), Raymond James Financial Services Advisors, Inc. (1,185,918 shares), and Legacy Wealth Management, Inc (1,129,494 shares).
This table shows the top 585 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.