Q3 2014 13F Holders as of 9/30/2014
-
Type / Class
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Equity / US MID-CAP ETF
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Number of holders
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109
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Total shares
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4.23M
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Shares change
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-713K
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Total reported value, excl. options
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$164M
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Value change
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-$28.8M
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Number of buys
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66
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Number of sells
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-38
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Price
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$38.70
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q3 2014
109 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q3 2014.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 109 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.23M shares
.
Largest 10 shareholders include PLANNING ALTERNATIVES LTD /ADV (447K shares), SALEM INVESTMENT COUNSELORS INC (212K shares), HOKANSON ASSOCIATES, INC. (166K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (159K shares), LEAVELL INVESTMENT MANAGEMENT, INC. (158K shares), Madden Advisory Services, Inc. (145K shares), Nelson, Van Denburg & Campbell Wealth Management Group, LLC (129K shares), LATHROP INVESTMENT MANAGEMENT CORP (122K shares), ProVise Management Group, LLC (111K shares), and Marquette Asset Management Inc. (105K shares).
This table shows the top 109 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.