Q3 2015 13F Holders as of 9/30/2015
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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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165
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Total shares
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11.4M
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Shares change
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+1.27M
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Total reported value, excl. options
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$444M
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Value change
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+$48.5M
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Number of buys
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103
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Number of sells
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-57
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Price
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$38.92
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q3 2015
165 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q3 2015.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 165 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.4M shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1.09M shares), Legacy Wealth Management, Inc (589K shares), WELLS FARGO & COMPANY/MN (511K shares), HT Partners LLC (509K shares), Brouwer & Janachowski, LLC (381K shares), PIERSHALE FINANCIAL GROUP, INC. (370K shares), PLANNING ALTERNATIVES LTD /ADV (357K shares), Raymond James Financial Services Advisors, Inc. (318K shares), Sharkey, Howes & Javer (317K shares), and WealthTrust-Arizona, LLC (267K shares).
This table shows the top 165 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.