Q4 2015 13F Holders as of 12/31/2015
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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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191
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Total shares
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12.8M
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Shares change
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+778K
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Total reported value, excl. options
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$513M
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Value change
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+$31.6M
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Number of buys
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107
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Number of sells
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-63
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Price
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$40.07
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q4 2015
190 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q4 2015.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 191 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.8M shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1.15M shares), Legacy Wealth Management, Inc (839K shares), Brouwer & Janachowski, LLC (502K shares), HT Partners LLC (498K shares), WELLS FARGO & COMPANY/MN (491K shares), Financial Management Professionals, Inc. (352K shares), Raymond James Financial Services Advisors, Inc. (347K shares), PLANNING ALTERNATIVES LTD /ADV (327K shares), WealthTrust-Arizona, LLC (271K shares), and Sharkey, Howes & Javer (263K shares).
This table shows the top 191 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.