Q4 2014 13F Holders as of 12/31/2014
-
Type / Class
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Equity / US MID-CAP ETF
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Number of holders
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135
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Total shares
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5.8M
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Shares change
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+735K
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Total reported value, excl. options
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$236M
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Value change
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+$30M
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Number of buys
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74
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Number of sells
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-29
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Price
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$40.68
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2014
135 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q4 2014.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 135 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.8M shares
.
Largest 10 shareholders include PLANNING ALTERNATIVES LTD /ADV (479K shares), LEAVELL INVESTMENT MANAGEMENT, INC. (277K shares), SALEM INVESTMENT COUNSELORS INC (213K shares), SVA Plumb Wealth Management, LLC (202K shares), Legacy Wealth Management, Inc (176K shares), Ironwood Wealth Management, llc (175K shares), OLD DOMINION CAPITAL MANAGEMENT INC (169K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (154K shares), HOKANSON ASSOCIATES, INC. (149K shares), and WealthTrust-Arizona, LLC (142K shares).
This table shows the top 135 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.