Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US MID-CAP ETF
-
Total 13F shares
-
92,632,049
-
Share change
-
+778,072
-
Total reported value
-
$7,536,652,994
-
Put/Call ratio
-
7.7%
-
Price per share
-
$81.43
-
Number of holders
-
855
-
Value change
-
+$69,114,483
-
Number of buys
-
365
-
Number of sells
-
398
Institutional Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2024
As of 31 Mar 2024,
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) was held by
855 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
92,632,049 shares.
The largest 10 holders included
Financial Engines Advisors L.L.C., Creative Planning, HighTower Advisors, LLC, MONETA GROUP INVESTMENT ADVISORS LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cerity Partners LLC, Prime Capital Investment Advisors, LLC, Advisory Alpha, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, and UBS Group AG.
This page lists
856
institutional shareholders reporting positions in this security
for the Q1 2024 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.