Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / US MID-CAP ETF
-
Number of holders
-
694
-
Total 13F shares, excl. options
-
72,286,604
-
Shares change
-
+5,193,539
-
Total reported value, excl. options
-
$5,654,476,070
-
Value change
-
+$405,757,246
-
Number of buys
-
339
-
Number of sells
-
-264
-
Price
-
$78.27
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q2 2021
717 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q2 2021.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 694 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 72,286,604 shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (8,276,670 shares), Creative Planning (5,368,501 shares), HighTower Advisors, LLC (2,356,281 shares), Brookstone Capital Management (2,257,828 shares), UBS Group AG (1,718,629 shares), Prime Capital Investment Advisors, LLC (1,538,766 shares), AMERIPRISE FINANCIAL INC (1,387,263 shares), MERCER GLOBAL ADVISORS INC /ADV (1,330,099 shares), BLB&B Advisors, LLC (1,271,398 shares), and Thrivent Financial for Lutherans (1,212,206 shares).
This table shows the top 694 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.