Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US MID-CAP ETF
-
Total 13F shares
-
90,703,761
-
Share change
-
-1,103,913
-
Total reported value
-
$6,829,553,394
-
Put/Call ratio
-
37%
-
Price per share
-
$75.32
-
Number of holders
-
850
-
Value change
-
-$76,006,308
-
Number of buys
-
357
-
Number of sells
-
354
Institutional Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2023
As of 31 Dec 2023,
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) was held by
850 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
90,703,761 shares.
The largest 10 holders included
Financial Engines Advisors L.L.C., Creative Planning, HighTower Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, MONETA GROUP INVESTMENT ADVISORS LLC, Prime Capital Investment Advisors, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, UBS Group AG, Advisory Alpha, LLC, and Legacy Wealth Management, Inc.
This page lists
850
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.