Q1 2016 13F Holders as of 3/31/2016
-
Type / Class
-
Equity / US MID-CAP ETF
-
Number of holders
-
197
-
Total shares
-
13M
-
Shares change
-
+157K
-
Total reported value, excl. options
-
$526M
-
Value change
-
+$7.45M
-
Number of buys
-
113
-
Number of sells
-
-75
-
Price
-
$40.59
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q1 2016
196 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q1 2016.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 197 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13M shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1.31M shares), Legacy Wealth Management, Inc (682K shares), Brouwer & Janachowski, LLC (563K shares), WELLS FARGO & COMPANY/MN (449K shares), MORGAN STANLEY (405K shares), Financial Management Professionals, Inc. (398K shares), Raymond James Financial Services Advisors, Inc. (376K shares), WealthTrust-Arizona, LLC (285K shares), PLANNING ALTERNATIVES LTD /ADV (273K shares), and Emery Howard Portfolio Management, Inc. (242K shares).
This table shows the top 197 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.