Q2 2016 13F Holders as of 6/30/2016
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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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204
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Total shares
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14.9M
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Shares change
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+1.9M
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Total reported value, excl. options
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$628M
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Value change
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+$80.3M
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Number of buys
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121
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Number of sells
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-72
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Price
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$42.01
Significant Holders of SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) as of Q2 2016
204 filings reported holding SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF as of Q2 2016.
SCHWAB STRATEGIC TR - US MID-CAP ETF (SCHM) has 204 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.9M shares
.
Largest 10 shareholders include SVA Plumb Wealth Management, LLC (1.31M shares), Financial Management Professionals, Inc. (1.01M shares), PIERSHALE FINANCIAL GROUP, INC. (693K shares), Legacy Wealth Management, Inc (673K shares), Brouwer & Janachowski, LLC (596K shares), MORGAN STANLEY (445K shares), Raymond James Financial Services Advisors, Inc. (399K shares), WELLS FARGO & COMPANY/MN (352K shares), Sharkey, Howes & Javer (309K shares), and ProVise Management Group, LLC (277K shares).
This table shows the top 204 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.