Q1 2015 13F Holders as of 3/31/2015
-
Type / Class
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Equity / US MID-CAP ETF
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Number of holders
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153
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Total shares
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8.91M
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Shares change
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+2.81M
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Total reported value, excl. options
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$384M
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Value change
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+$121M
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Number of buys
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101
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Number of sells
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-38
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Price
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$43.15
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2015
152 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q1 2015.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 153 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.91M shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (943K shares), HT Partners LLC (546K shares), PLANNING ALTERNATIVES LTD /ADV (490K shares), Sharkey, Howes & Javer (320K shares), LEAVELL INVESTMENT MANAGEMENT, INC. (266K shares), WealthTrust-Arizona, LLC (256K shares), MORGAN STANLEY (243K shares), SALEM INVESTMENT COUNSELORS INC (222K shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (203K shares), and Legacy Wealth Management, Inc (201K shares).
This table shows the top 153 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.