Q2 2015 13F Holders as of 6/30/2015
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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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164
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Total shares
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10.1M
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Shares change
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+1.06M
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Total reported value, excl. options
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$431M
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Value change
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+$45.2M
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Number of buys
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102
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Number of sells
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-44
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Price
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$42.64
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q2 2015
164 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q2 2015.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 164 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.1M shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1.01M shares), HT Partners LLC (553K shares), PLANNING ALTERNATIVES LTD /ADV (469K shares), Sharkey, Howes & Javer (383K shares), PIERSHALE FINANCIAL GROUP, INC. (290K shares), ProVise Management Group, LLC (265K shares), WealthTrust-Arizona, LLC (262K shares), WELLS FARGO & COMPANY/MN (243K shares), Legacy Wealth Management, Inc (237K shares), and SALEM INVESTMENT COUNSELORS INC (225K shares).
This table shows the top 164 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.