Q1 2014 13F Holders as of 3/31/2014
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Type / Class
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Equity / US MID-CAP ETF
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Number of holders
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99
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Total shares
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4.9M
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Shares change
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+939K
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Total reported value, excl. options
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$189M
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Value change
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+$36.4M
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Number of buys
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70
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Number of sells
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-23
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Price
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$38.61
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2014
99 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q1 2014.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 99 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.9M shares
.
Largest 10 shareholders include Financial Management Professionals, Inc. (616K shares), PLANNING ALTERNATIVES LTD /ADV (582K shares), SALEM INVESTMENT COUNSELORS INC (212K shares), CWH Capital Management, Inc. (180K shares), PIERSHALE FINANCIAL GROUP, INC. (163K shares), Madden Advisory Services, Inc. (157K shares), OLD DOMINION CAPITAL MANAGEMENT INC (152K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (143K shares), Nelson, Van Denburg & Campbell Wealth Management Group, LLC (140K shares), and HOKANSON ASSOCIATES, INC. (129K shares).
This table shows the top 99 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.